Barrons.com84d agoneutral
Micron Slips. It Has Been a Busy Week for Memory-Chip Stocks.Micron stock has bounced back from lows of below $660 earlier this week amid questions over memory-chip supply.
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Reuters Videos84d agoneutralVIDEO
The Week in Numbers: SpaceX's IPO plans, Samsung settles dispute<body><p>STORY: From SpaceX's blockbuster IPO to Samsung's shares surging after a pay dispute... </p><p>This is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1 trillion</p><p>Over $1 trillion is the value Elon Musk's SpaceX could reach in its stock market listing.</p><p>That would immediately make it one of the world’s most valuable publicly traded firms.</p><p>Musk has grown SpaceX into the world's largest rocket business by launching thousands of Starlink internet satellites.</p><p>And pioneering reusable rockets.</p><p>SpaceX is aiming to make its market debut as early as mid-June, with a roadshow for investors due to start around a week earlier.</p><p>:: $67 billion</p><p>$67 billion is the value of a deal for NextEra Energy to buy Dominion Energy in an all-stock transaction. </p><p>The two powerhouse utility companies are merging as the AI boom fuels data center demand.</p><p> The deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value. </p><p>:: $91 billion</p><p>$91 billion is how much Nvidia expects to make in second quarter sales. </p><p>The world's most valuable company forecast revenue for the quarter above Wall Street expectations.</p><p>And assured investors that new customers would let it maintain blockbuster rates of growth. </p><p> For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>:: 34% </p><p>34% was how much registrations of new EVs in Europe grew by year-on-year in April</p><p>This shift was triggered by an upsurge in international oil prices to well above $100 a barrel. </p><p>During past spikes in fuel prices, consumers also switched to more fuel-efficient cars - but then switched back. </p><p>But, as several European car brands reported a hike in EV orders since the war began, Europe’s senior auto correspondent Nick Carey said this time could be different</p><p>"In markets where EV penetration has already reached a high level, and where charging infrastructure is already quite mature, this is seen as a seismic shift where people are unlikely to go back."</p><p>:: 8%</p><p>8% was how much Samsung Electronic shares surged by after it clinched a deal with its South Korean union...</p><p>to avert an 18-day strike by some 48,000 workers.</p><p>The agreement sparked relief, as a strike could inflict significant damage on the economy and dent global chip supply.</p><p>In terms of the deal, one union source says a memory chip worker with a base salary of about $53,000, is expected to receive a bonus of around $416,000.</p></body>
Bloomberg84d agoneutral
Samsung Chip Workers Face Colleagues’ Resentment Over Bonus Deal(Bloomberg) -- Samsung Electronics Co. staved off a potentially catastrophic strike this week, reaching a tentative deal with leaders of its largest union at the last minute to share more profits from the AI boom. But inside the $1.1 trillion technology behemoth, not everyone is happy.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Tal
Simply Wall St.84d agoneutral
Samsung Strike Puts NAND Supply And Sandisk Story Under The MicroscopeSamsung Electronics workers have announced a planned strike involving around 48,000 employees. The action targets Samsung's semiconductor operations, a key source of global NAND flash output. Any extended disruption could affect supply conditions for NAND suppliers, including NasdaqGS:SNDK. For NasdaqGS:SNDK, NAND flash sits at the core of its storage products for data centers, consumer devices, and enterprise customers. The planned Samsung strike comes at a time when AI build outs are...
Bloomberg84d agoneutral
Investors Look Beyond TSMC as AI Boom Spreads to New Winners(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign
AFP84d agoneutral
Samsung union to start vote on tentative wage dealSamsung labour union members will begin voting Friday on a tentative wage deal that averted what would have been a major strike at the South Korean chip giant this week.Around 70,000 members are expected to be eligible to vote, and the agreement will be "automatically ratified" if more than half cast ballots and a majority of those voting approve it, according to the union's lawyer.
MarketWatch84d agoneutral
‘Buffett Indicator’ warns of a market top — 8 crucial signs that stocks are running on fumesFrom a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.
Reuters84d agoneutral
Samsung workers to begin vote on pay dealSome 89,000 unionised Samsung Electronics' workers in South Korea will begin voting on Friday on a pay deal that has been hailed as a win for the company as well as its memory chip workers. The vote is due to run until 10:00 a.m. on May 27. The 11th-hour government-mediated deal reached on Wednesday averted a threatened 18-day strike that risked inflicting significant pain on South Korea's economy and denting global chip supply.
GuruFocus.com85d agoneutral
Nvidia's AI Outlook Sends Asian Chipmakers Up 5.5%Asian chipmakers rallied after Jensen Huang highlighted fresh AI demand, physical AI and robotics as possible next growth drivers.
GuruFocus.com85d agoneutral
Samsung Plans $26.6 Billion Chip Worker Bonus After Strike DealSamsung's tentative union agreement includes long-term stock and cash bonuses tied to semiconductor profit targets.
Insider Monkey85d agoneutral
ASML (ASML): AI Stock With The Widest Moat?We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]
GuruFocus.com85d agoneutral
Samsung Electronics Strike Risk Draws Government WarningMore than 47,000 workers could join walkout as officials warn of economic fallout.
StockStory85d agoneutral
Advanced Energy, Vishay Precision, and Bel Fuse Shares Plummet, What You Need To KnowA number of stocks fell in the afternoon session after Kye-hyun, a former head of Samsung's semiconductor business, cast a shadow over the long-term outlook for memory chips, predicting that the current AI-driven "super cycle" could lose momentum by 2028, with aggressive expansion by Chinese chipmakers threatening to create a supply glut.
BeInCrypto85d agoneutral
South Korea’s KOSPI Stages 7% Comeback Powered by 3 CatalystsKOSPI surged 7% on Thursday after Samsung Electronics averted a strike and Trump signaled progress in Iran talks.
Barrons.com85d agoneutral
Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.
Quartz85d agoneutral
Samsung chip workers to get $340,000 average bonus in AI boomThe South Korean chipmaker struck a last-minute deal with its union to avert an 18-day strike, unlocking a $26.6 billion payout pool
Benzinga85d agoneutral
Samsung's 48,000 Workers Prepare For Major Strike As Pay Talks Break Down— Global Chip Supply At RiskNearly 48,000 employees of Samsung Electronics are preparing to strike following unsuccessful payment discussions. The workers are ready to walk off the job after bonus payment negotiations ended without an agreement, reported Yonhap News on Wednesday. The strike could significantly...
AFP85d agoneutral
Samsung chip employees to get average $338,000 bonus under strike dealSamsung Electronics chip employees are expected to receive average bonuses worth 509 million won ($338,000) this year, a company official said Thursday, under a tentative deal between management and labour unions to avert a strike.Samsung semiconductor employees are expected to receive around 509 million won under the new deal, a company official confirmed to AFP on Thursday.
Reuters85d agoneutral
Analysis-Samsung's deal with union hailed as a victory as bonuses less generous than SK Hynix'sThe pay deal reached between Samsung Electronics and its union is being hailed as a win for the company which gained key concessions and averted a massive strike, as well as for its memory chip workers - some of whom will receive $416,000 bonuses. Samsung's shares surged 8.5% to a record high on Thursday after the planned 18-day strike by some 48,000 domestic workers was suspended. Samsung workers had been furious about the large gap in bonuses with their peers at smaller rival SK Hynix which had beaten Samsung to the punch in delivering advanced AI chip units to Nvidia, bolstering its fortunes.
MT Newswires85d agoneutral
Oil, Tech Outlooks Roil Asian Stock MarketsAsian stock markets turned in a mixed Thursday with powerful rallies in Tokyo and Seoul on tech stre
The Wall Street Journal85d agoneutral
Stocks to Watch: Nvidia, Rocket Lab, Intuit, Walmart🔎 Nvidia (NVDA): The chip giant reported record sales and income that beat analyst expectations, driven by demand for data-center computing and the rise of AI agents. Shares flitted between small gains and losses premarket.
StockStory85d agoneutral
Seagate and Western Digital Stocks Trade Down, What You Need To KnowA number of stocks fell in the afternoon session after a former Samsung executive warned of a potential downturn in memory chip prices due to expanding production capacity in China.
Barrons.com85d agobullish
Micron and SK Hynix Stocks Rise. The Memory-Chip Boom Is Back.Micron Technology stock was rising on Thursday, signaling to investors that the memory-chip trade is back on as rival Samsung Electronics agreed a last-minute deal to avert a strike. Micron climbed 1.5% to $743 ahead of the opening bell. Futures tracking the were flat as investors tried to make sense of Nvidia first-quarter earnings.
CNN Business85d agoneutral
AI turned Samsung into a $1 trillion company. Its workers want a bigger slice of the pieSamsung Electronics, South Korea’s largest corporation, has become one of the leading beneficiaries of the global artificial intelligence boom. But one segment of the country is unhappy with the result: Samsung workers.
Reuters85d agoneutral
Samsung pay deal brings relief but exposes divisions in South Korean cityAround Samsung Electronics' sprawling chip complex southwest of Seoul, workers and residents have met news of a last-gasp pay agreement to prevent a strike with both relief and concern. The tentative pay deal has sparked relief in South Korea, given Samsung's importance to the economy, while raising hopes among businesses in the neighbourhood around the complex. "If employees receive performance bonuses as a result of this general strike, I think restaurants near Samsung will benefit greatly, including through company dinners and group meals,” said Lee Se-hee, who owns a fine dining restaurant in Pyeongtaek, a city of around 650,000 people.
Reuters Videos85d agobullishVIDEO
Samsung shares jump as strike averted, but huge bonuses spur concern<body><p>STORY: Samsung Electronics' shares surged Thursday after it clinched a deal with its South Korean union to avert an 18-day strike by some 48,000 workers.</p><p>Shares in the world's largest memory chipmaker rocketed around 8% higher Thursday afternoon in Seoul.</p><p>The agreement sparked relief, as Samsung accounts for about a quarter of the country's exports...</p><p>and a strike could inflict significant damage on the economy and dent global chip supply.</p><p>However, terms in the deal, including hefty bonuses for some workers, sparked concern the firm could face soaring labor costs. </p><p>One union source says a memory chip worker with a base salary of about $53,000, for example, is expected to receive a bonus of around $416,000.</p><p>A document showed these bonuses would be paid in company stock for at least 10 years and conditional upon the chip division achieving targets.</p><p>Under the deal, Samsung is expected to set aside about 10.5% of operating profit to cover the special payouts. </p><p>However, one analyst said that the plan to pay bonuses in stock could limit the immediate financial burden on the company.</p></body>