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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.

Motley Fool6d agoneutral

Why I'd Rather Own Micron Stock Than Sandisk

Memory stocks have skyrocketed. Can the rally keep going?

Reuters6d agoneutral

AI boom puts SK Hynix on the cusp $1 trillion market value

SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, ‌as strong demand for artificial intelligence places South Korea at the heart ‌of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering 274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than ‌one trillion-dollar company.

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24/7 Wall St.7d agoneutral

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

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Barrons.com7d agoneutral

Why Hedge Funds Still See Value in Red-Hot South Korean Stocks

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

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Investing.com7d agobullish

’Buy the dip’ in Samsung despite strike fears, says JPMorgan

Investing.com -- JPMorgan analysts maintained their bullish stance on Samsung Electronics Co Ltd on Wednesday, urging investors to buy any pullback in shares despite an escalating labor dispute that some say threatens to disrupt global chip supply chains.

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Yahoo Finance7d agoneutral

Micron just gave chip bulls a $100 billion stress test

Micron wiped out roughly $100 billion in market value at Tuesday's low, and chip bulls still bought the dip.

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Barrons.com7d agobullish

Micron Stock Rises Amid Fears Samsung Strike Will Damage Memory-Chip Supply

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

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Simply Wall St.7d agoneutral

Oracle’s Samsung And Healthcare Moves Sharpen Focus On Undervalued Growth Potential

Oracle (NYSE:ORCL) has appointed Dr. Tomislav Mihaljevic, CEO and President of Cleveland Clinic, to its Board of Directors. The company has also expanded its partnership with Samsung Electronics, with Samsung set to standardize global semiconductor software development on Oracle Java. Oracle enters these announcements with its share price at $186.83 and a value score of 4, alongside a 16.3% return over the past year and a 154.0% return over the past 5 years. For investors, the combination...

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Investor's Business Daily7d agobullish

Truly Unique AI Powerhouse Etches Buy Zone. Now Comes This Test.

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

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Barrons.com7d agoneutral

Why an Even Bigger Memory-Chip Shortage Is a Good Thing for Micron and Sandisk Stock

Micron Technology stock and Sandisk were gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 6.2% in premarket trading, and Sandisk stock was rising 5.2%.

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The Wall Street Journal7d agoneutral

Stocks to Watch Wednesday: Nvidia, Walmart, Micron, Samsung

↗️ Nvidia (NVDA): Shares in the chip maker gained over 2% in premarket trading. CEO Jensen Huang has at the last minute joined President Trump on his trip to China, where chip-sale restrictions may be among the topics the president discusses with China's Xi Jinping.

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Benzinga7d agoneutral

Samsung's Late Galaxy Launch Hands Apple A Massive Advantage

Apple Inc. (NASDAQ:AAPL) strengthened its position in the U.S. smartphone market during the first quarter of 2026 as analysts at Counterpoint Research said delayed rival launches, stronger carrier performance, and pressure on lower-cost Android brands reshaped industry dynamics. Apple Outperformed A Weak Smartphone Market Counterpoint Research noted on Tuesday that Apple's U.S. iPhone sales volume rose 1.3% year over year in the first-quarter of 2026, while the broader U.S. smartphone market dec

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Reuters Videos7d agoneutralVIDEO

Samsung Electronics fails to reach union deal; PM wants strike averted

<body>STORY: Samsung Electronics and its union didn't reach a pay deal on Wednesday, which risked a massive strike.The update followed long government-mediated talks on Monday and Tuesday.Any industrial action could impact the wider South Korean economy.The country's authorities were so concerned they called an emergency meeting.Prime Minister Kim Min-seok told the government to closely manage the situation and encourage more dialogue to prevent a strike.Samsung shares fell as much as 6% after the news broke, but later traded up 1% after the update of the ministerial meeting.Rival SK Hynix saw its stock surge 7%.It was helped by market views it could profit from Samsung's labor issues, and expectations it will list in the U.S later this year.Samsung's union is angry over what it calls a massive gap in bonus pay with SK Hynix.It has planned an 18-day strike from May 21 if its demand aren't met.The union has warned more than 50,000 workers could walk off the job.That would likely delay shipments to customers and further push up chip prices.The union has called for an end to a cap on bonus pay currently set at 50% of annual base salary.It also wants the allocation of 15% of annual operating profit to bonus pay and more clarity on how bonuses are calculated.The union said it has no plans to resume talks before the strike date.But added it would consider "a proper proposal" if the company presents one.Samsung said it regretted the collapse of talks and will continue to have "sincere dialogue" with the union to stop what it called a worst-case scenario.</body>

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Reuters7d agoneutral

Asia stocks turn green as AI cheer trumps Iran, inflation gloom

By Gregor Stuart Hunter SINGAPORE, May 13 (Reuters) - Asian stocks found their footing after an initial selloff on Wednesday, helped by a turnaround in Korean shares as revived AI optimism dwarfed

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Bloomberg7d agoneutral

Alibaba, Tencent AI Bets Face ‘Show Me the Profits’ Scrutiny

(Bloomberg) -- Chinese investors are heading into the earnings season demanding proof that billions in AI spending by tech giants is paying off.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysThat spotlight will fall on Alibaba Group Holding Ltd. and Tencent Holdings Ltd. whe

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Simply Wall St.7d agoneutral

Samsung Electronics (KOSE:A005930) Valuation Check After Powerful 1 Year Shareholder Return

Recent performance snapshot Without a specific news catalyst driving headlines today, Samsung Electronics (KOSE:A005930) still draws attention after a month return of 35.44% and a past 3 months return of 66.27%, alongside revenue of ₩388.41b and net income of ₩83.36b. See our latest analysis for Samsung Electronics. The latest share price of ₩279,000 sits alongside a year to date share price return of 117.12% and a very large 1 year total shareholder return, suggesting strong momentum that...

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The Wall Street Journal7d agoneutral

Samsung Management, Union Fail to Reach Deal to Avoid Strike

Samsung Electronics’ talks with its labor union failed to reach an agreement over how the company’s massive profits are distributed, raising the likelihood of a strike next week.

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Bloomberg7d agoneutral

Memory Crunch Deepens Chasm Between Stock Winners and Losers

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

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Reuters8d agoneutral

Samsung Elec regrets collapse of pay talks with union, says to continue dialogue

Samsung Electronics said on Wednesday ‌it regretted the collapse ‌of pay deal talks with its South Korean union, flagging concerns that it could heighten anxiety among employees, shareholders ‌and the ⁠public. The company said it would continue efforts ⁠to prevent a worst-case scenario through what it described as "sincere dialogue" with the union. The ‌union leader said earlier on Wednesday that it failed to reach a pay deal with the company, ‌warning that more than 50,000 workers could go ahead with ‌a full strike for 18 days from May 21 that threatens to disrupt production ‌of AI and other chips.

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Insider Monkey8d agoneutral

Why Intel Corporation (INTC) Was One of the Top “Blue Chip” Stocks Suddenly on Fire in April

Intel Corporation (NASDAQ:INTC) is one of the top “blue chip” stocks that were suddenly on fire in April. Reuters reported on May 5 that, according to Bloomberg News, Apple Inc held exploratory discussions regarding the use of Intel Corporation (NASDAQ:INTC) and Samsung Electronics for the production of the main processors for its devices. Apple executives […]

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24/7 Wall St.8d agoneutral

This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade

The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade

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24/7 Wall St.8d agobullish

Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%

Artificial intelligence has a funny way of turning obscure hardware components into economic kingmakers. A year ago, most investors barely thought about DRAM memory prices. Today, they may matter as much to AI growth as Nvidia (NASDAQ:NVDA) GPUs. Why? Because AI models do not just need processing power — they need massive amounts of memory ... Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%

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Barrons.com8d agoneutral

Nvidia Defies the Decline in Chip Stocks

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.

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24/7 Wall St.8d agobearish

DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

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Investing.com8d agobullish

Why you missed the Micron rally: The ’invisible’ catalyst behind MU’s 90% surge

Investing.com -- Memory chip stocks have posted significant gains over the past month, with Micron Technology (NASDAQ:MU) climbing 90%, Sandisk Corporation rising 82%, and SK hynix advancing 78% over the 30-day period.

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Barrons.com8d agoneutral

An AI Windfall Tax? The Mere Mention Just Derailed the World’s Hottest Stock Market.

South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.

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Reuters Videos8d agoneutralVIDEO

Tech Weekly: Dua Lipa sues Samsung, robotic monk debuts

<body>STORY: From Dua Lipa suing Samsung to a robotic Buddhist monk... this is Tech Weekly.:: Tech WeeklyBritish pop star Dua Lipa filed a lawsuit against Samsung, where she seeks at least $15 million in damages...She's accused the South Korean tech giant of using her image without permission to market its television sets.Lawyers argued it helped the company benefit from what seemed like her endorsement of the product.A spokesperson for Samsung declined to comment.A UK startup says its built an AI 'brain' which can teach humanoid robots new skills in days rather than months.The London-based firm Humanoid believes they could soon see the droids put to work in factories and warehouses.That so-called artificial "brain" helps the robot understand what it sees, process instructions and control its body.Artem Sokolov is Humanoid's CEO."We train, we build our own proprietary VLA model - vision-language-action model - that help the robot do different tasks in the real world with human speed." South Korea's first humanoid robot monk made its official debut at a Buddhist temple in Seoul.It came ahead of the Buddha's birthday.The robot, called Gabi, wore a traditional grey-and-brown Buddhist robe with black shoes.It also folded its hands and bowed to monks in charge of the ceremony.Nintendo shares slumped after investors sold off.The Switch 2 maker's outlook for the year underwhelmed the market.Nintendo also said it would raise prices of its Switch 2.But analysts argue its casual gaming audience is seen as particularly sensitive to such hikes.Rival Sony saw its shares fly up by a tenth.The PlayStation 5 maker had forecast lower sales but higher profit at its gaming business.One analyst said Sony was in a better position than Nintendo to pass the rising costs of memory chips to consumers.Sony also said it was planning a new joint venture to develop and make image sensors in Japan with TSMC as it tries to control costs.</body>