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South Korean stocks rallied after Samsung Electronics Co. reached a tentative deal with its labor union, defusing the threat of an imminent strike at the world's largest memory chipmaker.
Shares rallied Thursday across Asia, tracking gains on Wall Street after pressure from the bond market eased and oil prices fell back. The advance was also powered by a stronger-than-expected quarterly report from chipmaker Nvidia, whose profit rocketed more than 200% higher in the February-April quarter from a year earlier, while revenue jumped 85%. Nvidia has been one of the biggest beneficiaries from the boom in artificial intelligence, thanks to powerful demand for its high-end AI chips.
(Bloomberg) -- In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US Att
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Samsung Electronics' shares rose as much as 6.5% in morning trade on Thursday after the tech giant and its South Korean union reached a tentative pay deal, potentially averting a strike that had threatened to hit the economy and undermine global chip supply chains. The union said the planned 18-day strike by nearly 48,000 members would be suspended while the tentative 11th-hour deal is put to a vote between May 22 and 27. Ryu Young-ho, a senior analyst at NH Investment & Securities, said investors were relieved that uncertainty surrounding the prospect of a strike had eased.
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on ... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research
19% Chip stocks such as Nvidia have grown to represent roughly that share of the S&P 500 index—their highest percentage on record, according to a Goldman Sachs analysis. In South Korea, tech giants SK Hynix and Samsung have grown to comprise nearly half of the entire Kospi index.
Samsung workers plan an 18-day strike after bonus talks broke down.
Samsung's labor talks collapsed as a Thursday work stoppage threatens chip production and Korean growth.
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First
<body><p>STORY: :: April, 2026</p><p>Samsung Electronics' union said it would suspend a strike set to begin on Thursday after the two sides reached a tentative pay deal.</p><p>The agreement potentially averts action that threatened to disrupt the production of AI and other chips.</p><p>Nearly 48,000 workers planned to strike for 18 days but will now vote on a new contract instead.</p><p>Samsung Electronics said in a separate statement that the two parties had reached a tentative agreement on wages and collective bargaining and pledged to "build mature and constructive labor-management relations."</p><p>The 11th hour deal came after days of talks that broke down multiple times, including earlier on Wednesday when the union announced that it would go ahead with the strike.</p><p>The two sides had been at odds over how performance bonuses would be distributed between the conglomerate's hugely profitable memory business and loss-making logic chip businesses, Reuters has previously reported.</p><p>The union said this issue was resolved.</p><p>Samsung accounts for almost a quarter of South Korea's exports and is also the world's largest memory chipmaker.</p><p>Disruptions of its production would risk fueling price rises at a time when the AI boom has caused shortages.</p></body>
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Shares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Micron, Nvidia and AMD gained as investors weighed possible memory market disruption
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
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The Salzburg facility replaces circular wafers with square panels to cut dead space and lower cost per chip
(Bloomberg) -- Samsung Electronics Co. reached a tentative deal with its labor union, averting what had threatened to be a crippling strike at the world’s largest memory chipmaker.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensMeta Begins 8,000 Global Job Cuts in AI Efficiency PushT
Investing.com -- Unionized workers at Samsung Electronics Co. said Wednesday they decided to postpone plans for a general strike and will put a tentative wage deal to a vote.
About 48,000 workers walked off the job Thursday after Samsung rejected a government-mediated bonus proposal its union had accepted
Micron Price Target Raised to Street-High $840 on AI Demand Surge
Shares in Micron Technology, Inc. (NASDAQ:MU) climbed 3.
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