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Core Viewpoint - The storage chip sector is experiencing significant stock price increases, driven by potential supply disruptions due to a possible strike at Samsung Electronics and advancements in AI chip production by Nvidia [1][2]. Group 1: Stock Market Movements - On March 18, A-share storage chip concept stocks surged, with companies like Tongyou Technology hitting a 20% limit up, and others like Zhongdian Port and Chengbang Co. rising by 10% [1]. - In the Asia-Pacific market, major storage chip stocks also saw substantial gains, with Samsung Electronics up over 5% and SK Hynix up over 4% [1][4]. - Notably, stocks such as Baiwei Storage and Langke Technology reached historical highs during this trading session [1]. Group 2: Labor Union Developments - Samsung Electronics' labor union is voting on a strike plan that could disrupt chip production if approved, with a potential strike starting on May 21 for 18 days [2][3]. - The union's demands include a 7% increase in base salary and the removal of the performance bonus cap, reflecting dissatisfaction with compensation compared to competitors [2][3]. - The union leader indicated that the strike could impact about half of the production capacity at Samsung's semiconductor complex in Pyeongtaek [2]. Group 3: Market Demand and Supply Dynamics - The demand for chips, particularly driven by AI applications, is expected to remain strong, with Samsung seeking long-term contracts with major clients [4][5]. - Analysts predict that the DRAM and NAND markets will remain tight due to surging demand and limited supply growth, with a supply gap expected to exceed 20% until 2030 [5]. - Samsung's projected operating profit for 2026 has been raised to 220 trillion KRW (approximately 1340 billion USD), with expectations of continued growth in the semiconductor sector [3][5].