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Simply Wall St.4d agoneutral

Samsung And Withings Link Health Ecosystems As Samsung Shares Screen Undervalued

Samsung Electronics (KOSE:A005930) and Withings are partnering to link their wearable and health management technologies. The collaboration focuses on data syncing between Samsung Health and Withings apps to give users a more unified health data view. The partnership targets cross platform health tracking, connecting Samsung devices with Withings health monitoring products. Samsung Electronics (KOSE:A005930) has been building out its position in consumer electronics, including smartphones,...

Reuters4d agoneutral

Samsung Elec Chairman apologises to customers, public amid labour tensions

Samsung Electronics Chairman Jay Y. Lee apologised to customers and the public on ‌Saturday over the company's wage dispute with its South ‌Korean labour union ahead of a possible strike that could shake the economy. "I sincerely apologise to customers around the world for causing anxiety and concern due to issues within our company," Lee said in his first public remarks on the dispute, adding that ‌he also "deeply bows in ⁠apology to the public". After pay negotiations broke down this week, the labour minister met Samsung ⁠Electronics management on Saturday and urged the company to take an active role in resolving the dispute through dialogue.

MarketBeat4d agoneutral

Netlist Q1 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

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Barrons.com5d agoneutral

Korean Stocks Are Up 89%. Hedge Funders Suggest How to Play It.

South Korea is often-overlooked but its stock market is the hottest in the world this year. The boom is led by chip powerhouses SK Hynix and Samsung Electronics.

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24/7 Wall St.5d agoneutral

The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure to the HBM and AI memory build-out without picking between Samsung, SK hynix, or Micron. The catch: DRAM is a three-stock basket in ... The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

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Barrons.com5d agoneutral

This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

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24/7 Wall St.5d agoneutral

Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

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Investing.com5d agoneutral

Samsung strike looms: Why analysts say to “watch MU” as memory fabs warm down

Investing.com -- Samsung Electronics has entered emergency management mode as up to 50,000 employees prepare to strike for 18 days starting May 21, according to Mizuho TMT Sector Specialist Jordan Klein. The company has begun a "warm down" of its memory fabs at the Pyeongtaek facility to prevent equipment damage during a potential stoppage.

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MT Newswires5d agobearish

Tech Sell-Off Batters Asian Stock Markets

Asian stock markets retreated Friday as traders weighed geopolitical concerns, inflation, labor issu

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Reuters Videos5d agoneutralVIDEO

Samsung's South Korean union sticks to strike plan; shares slide

<body>STORY: Samsung's labor union said Friday it's still committed to a planned strike starting next week.That's despite the company proposing to resume pay talks without conditions.Government-mediated negotiations between the union and the company over pay and bonus schemes collapsed this week.It led to more concerns about a strike at the world's biggest memory chipmaker.The union said Friday it was willing to hold new talks after June 7.But it kept plans for an 18-day strike from May 21 which could disrupt production at the chipmaker.The union is angry over what it calls a massive gap in bonus pay with rival chipmaker SK Hynix.They've warned that more than 50,000 workers could walk off the job next week.Samsung executives urged the union to resume talks.They also apologized to the public and the government for the disruption caused by the labor fallout.They've vowed to approach negotiations with an open attitude and keep up efforts to reach an agreement.The company said executives were heading to the company's Pyeongtaek campus to meet the union leader.South Korean government officials have said a strike at Samsung should be avoided at all costs.They worry about the risk it poses to economic growth, exports and financial markets.Investors didn't like what they heard and shares were down close to 10% after the update.Analysts blamed the share drop on growing uncertainty over the potential impact of a strike on production.They also fear whether Samsung can meet its commitments to customers due to potential industrial action.</body>

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Reuters5d agoneutral

Exclusive-At Samsung, the global AI boom spurred a looming strike and deep divisions

A looming 18-day strike at South Korean chip giant Samsung that has triggered worries within the government, rattled foreign investors and threatened global supply chains rests on one crucial question: who should share in the spoils of the AI boom? More than 45,000 workers are threatening to stage the largest strike in the conglomerate's history from May 21, reducing production of memory chips that are crucial components in AI data centres, smartphones and ‌laptops, as Samsung and its union struggle to find a compromise over bonus payouts. Samsung Electronics, which has reaped huge profits from a global memory shortage, has offered to pay generous bonuses to staff.

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Reuters5d agoneutral

Exclusive-At Samsung, the global AI boom spurred a looming strike and deep divisions

By Hyunjoo Jin SEOUL, May 15 (Reuters) - A looming 18-day strike at South Korean chip giant Samsung that has triggered worries within the government, rattled foreign investors and threatened global

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Investing.com5d agobearish

Global chip stocks dragged lower by KOSPI selloff, stalled US-Iran talks

Investing.com -- Global semiconductor stocks fell Friday, dragged lower by a sharp selloff in South Korean equities and mounting geopolitical uncertainty as U.S.-Iran talks showed no signs of progress.

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Bloomberg5d agoneutral

Kioxia Preps US Listing After Riding AI Boom to Big Profit

(Bloomberg) -- Kioxia Holdings Corp., the world’s best-performing major stock this year, said it would list its shares in the US as it reaps the benefits of a global memory chip shortage that’s ratcheted up prices of the vital component.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Ope

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Reuters5d agoneutral

Memory maker Kioxia sees $8.2 billion Q1 profit on AI boom

Japanese memory chipmaker Kioxia said on Friday it expected ‌operating profit for the April-June quarter ‌to reach 1.3 trillion yen ($8.20 billion) as the artificial intelligence boom boosts chip demand. The maker of NAND flash memory chips reported operating profit rose 92.7% to 870.4 billion ‌yen in the ⁠year ended March, beating estimates. Kioxia said it is preparing to ⁠list American depositary shares on a U.S. exchange to grow its investor base.

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Reuters5d agoneutral

Samsung's South Korean union sticks to strike plan after talks offer; shares slide

Samsung Electronics' South Korean labour union said on Friday it remained committed to a planned strike starting next week, even after the company proposed resuming ‌pay talks without conditions, sending shares down as much as 5.9%. Analysts attributed the share decline to growing uncertainty over the potential impact of a strike on production and concerns about Samsung's ability to meet its commitments to customers. "There appears to be rising concerns over delivery reliability if ‌the strike takes place and sentiment that rivals ⁠could benefit from the uncertainty," said Ryu Young-ho, a senior analyst at NH Investment & Securities.

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Bloomberg5d agobullish

The Speed of Korea's Record Rally Defies Brewing Jitters

(Bloomberg) -- South Korea’s benchmark stock index briefly breached the 8,000 mark for the first time on Friday, just seven sessions after it reached the 7,000 milestone.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Iran as Ship Taken Near U

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Reuters6d agoneutral

Samsung Electronics proposes unconditional talks with union; strike plan holds

Samsung Electronics' South Korean labour union said on Friday the ‌tech company had proposed resuming talks ‌without conditions, days after government-mediated negotiations over pay and bonus schemes collapsed. Samsung Electronics shared a statement confirming ⁠its offer of unconditional talks, though it did not immediately provide further comment. Samsung's union said on Thursday it would sit down for talks if ‌the company presented a detailed proposal addressing the union's demands by 0100 GMT on Friday.

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Simply Wall St.6d agoneutral

AMD Samsung 2nm Talks Highlight Supply Chain Flexibility And AI Ambitions

AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...

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Barrons.com6d agoneutral

Chip Stocks Broadly Rising

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

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The Wall Street Journal6d agoneutral

Huge Inflows to New Memory Stock Fund Propel It Past Cathie Wood’s ARKK

A red-hot ETF that launched just six weeks ago has surpassed Cathie Wood's flagship ARK Innovation (ARKK) fund in assets. Roundhill's Memory ETF, known by ticker DRAM, has accumulated some $9 billion in assets since its April 2 launch. Individual investors have been piling into the fund at an unprecedented pace for a new launch, according to data provider Vanda Research.

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24/7 Wall St.6d agobullish

DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios

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Yahoo Finance Video6d agoneutralVIDEO

What's driving the meteoric rise of the DRAM ETF

The Roundhill Memory ETF (DRAM) has become the fastest-growing ETF ever, soaring past $6.5 billion in managed assets. This comes as memory chip stocks like Micron Technology (MU) surge by 180% year-to-date in 2026 and Sandisk (SNDK) skyrocketing over 3,200% over the past year alone. Roundhill Investments CEO Dave Mazza — whose firm manages the fund — comes on Market Catalyst to talk about the ETF's growth and the supply and demand dynamics at play with AI data center projects.

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StockStory6d agoneutral

Amtech, Skyworks Solutions, and Monolithic Power Systems Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

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StockStory6d agobullish

Seagate and Western Digital Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

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StockStory6d agoneutral

Why Intel (INTC) Stock Is Trading Up Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 2.6% in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

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GuruFocus.com6d agobearish

Micron Rebounds After Sharp AI Selloff

Micron shares bounced back after a steep drop briefly erased nearly $100 billion in market value.

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StockStory6d agoneutral

Why Micron (MU) Stock Is Up Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 5.3% in the morning session after reports revealed a potential global chip shortage stemming from a competitor's labor issues.

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Reuters6d agoneutral

Samsung Electronics urges union to resume talks as strike threat looms

Samsung Electronics on Thursday proposed that its South Korean labour union resume pay talks after government-mediated negotiations fell apart, a ‌union leader said, citing a letter from the company. South Korea's Labour Commission also ‌called on the two sides to hold another round of government-mediated talks on Saturday in a bid to avert a threatened lengthy strike. "There is no reason to continue the dialogue without institutionalisation and transparency," union representative Choi Seung-ho said in response to the letter, referring to the union's demand for an overhaul of Samsung's bonus scheme.

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Motley Fool6d agoneutral

Why I'd Rather Own Micron Stock Than Sandisk

Memory stocks have skyrocketed. Can the rally keep going?

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