Samsung’s semiconductor struggles are forcing global brands to:
Contingency Moves:
- Apple accelerating TSMC 2nm talks
- Dell securing SK Hynix HBM3E supply
- Toyota delaying “AI cockpit” rollout
At-Risk Products:
- 30% of enterprise SSDs
- 45% of automotive displays
- Next-gen VRAM supply
Industry Fallout:
- Memory spot prices up 8% on news
- TSMC shares hit record high
