GuruFocus.com130d agoneutral
ASML Partners With Tata on India's $11 Billion Chip Manufacturing PushTata Electronics plans India's first 300 mm commercial semiconductor fab in Gujarat with ASML technology support.
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Barrons.com130d agobearish
Micron Stock Rises as Samsung Strike Spikes Fears Over Memory-Chips ShortageMicron Technology stock was gaining early Monday. Investors are watching for labor action at rival Samsung Electronics that could disrupt to memory-chip supplies and further boost prices. Micron shares were up 1.3% in premarket trading after closing down 6.6% on Friday.
Yahoo Finance130d agoneutral
Tech stocks today: Tech rout continues, potential 18-day Samsung strike loomsNvidia earnings report is expected to be the main event for tech investors this week.
Yahoo Finance130d agoneutral
Tech stocks today: Elon Musk loses court battle against OpenAI, Samsung extends talks to avert looming strikeNvidia earnings report is expected to be the main event for tech investors this week.
Yahoo Finance130d agoneutral
Tech stocks today: Samsung extends talks to avert looming strike, investors gear up for Nvidia earningsNvidia earnings report is expected to be the main event for tech investors this week.
Reuters130d agoneutral
Samsung Electronics and union extend talks to avert strike threatening global supply chainsSamsung Electronics and its labour union plan to hold more talks on Tuesday in a bid to avert the biggest strike in the tech giant's history, amid concern that a walkout by more than 45,000 workers could hit South Korea's economy and disrupt global supply chains. The threatened 18-day strike starting on Thursday comes amid an acute global shortage in memory chips, which are essential components in AI data centres, smartphones and laptops. The shortage has fueled soaring profits at Samsung and its peers in recent months.
InvestorsHub130d agoneutral
Rising bond yields and oil prices weigh on markets as Samsung gains on government intervention: Dow Jones, S&P, Nasdaq, Wall Street FuturesU. S. stock futures moved lower on Monday as investors remained cautious amid elevated global bond yields and ongoing geopolitical tensions surrounding Iran.
Reuters Videos130d agoneutralVIDEO
Samsung resumes talks with union as strike looms<body><p>STORY: Samsung Electronics and its South Korean labor union kicked off a new round of government-mediated pay talks on Monday.</p><p>The talks follow the collapse of an initial round of negotiations over pay and bonuses, ahead of a strike due to begin on Thursday.</p><p>Before the meeting, union representative Choi Seung-Ho talked to reporters.</p><p>“We've now reached the follow-up mediation stage anyhow, and I'd also like to convey that we will engage sincerely in this second round of follow-up mediation."</p><p>More than 45,000 workers are threatening to stage the largest strike in the company's history, running for 18 days from May 21.</p><p>:: Samsung Electronics</p><p>South Korean government officials have voiced concerns that a strike should be avoided at all costs, warning of significant risk to economic growth, exports and financial markets.</p><p>Samsung accounts for almost a quarter of the country's overseas shipments. </p><p>:: Archive</p><p>President Lee Jae Myung said on X on Monday that management rights should be respected as much as labor rights.</p><p>He said workers should receive fair compensation for their labor, while shareholders who bear risks and losses through investments also deserve a share of corporate profits. </p><p>Samsung shares were up around 3% by early afternoon in Seoul. </p></body>
Bloomberg130d agobullish
Korean Stocks Rebound From Brink of Correction on Samsung Rally(Bloomberg) -- South Korean stocks erased their morning losses to finish higher, as optimism over progress in Samsung Electronics Co.’s labor talks helped offset the hit to sentiment from rising bond yields.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpTrump Gets Revenge on Republican Wh
Insider Monkey131d agoneutral
Interactive Brokers (IBKR) Launches Direct Trading Access to Korea ExchangeInteractive Brokers Group Inc. (NASDAQ:IBKR) is one of the best large cap stocks to buy under $100. On May 7, Interactive Brokers announced the launch of access to equities listed on the Korea Exchange/KRX, making it the first major US-based broker to offer trading in South Korea’s $4 trillion equity market. This addition enables international […]
The Wall Street Journal131d agoneutral
Samsung Management, Union Resume Talks to Avoid StrikeBoth sides were under pressure to reach a deal after South Korea’s government warned that it could invoke emergency-mediation powers to force a settlement if negotiations fail.
Reuters131d agoneutral
Samsung Electronics and its South Korean union resume pay talks as strike risks loomSamsung Electronics and its South Korean labour union are set to join a new round of government-mediated pay talks on Monday, in a bid to avert a strike at the tech giant, which accounts for nearly a quarter of the country's exports. The talks resume days after a first round of government-mediated negotiations over pay and bonus schemes collapsed, ahead of a strike scheduled to begin on Thursday at the world's largest memory chipmaker. South Korean government officials, including the prime minister and finance minister, have voiced concerns that a strike should be avoided at all costs, warning it could pose significant risk to economic growth, exports and financial markets.
Bloomberg131d agoneutral
Kioxia Shares Awash in Buy Orders After AI-Driven Profit Surge(Bloomberg) -- Kioxia Holdings Corp.’s shares were untraded in a glut of buy orders Monday morning after the supplier of storage for AI data centers reported soaring profit and gave an outlook that trounced expectations.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded a
Benzinga131d agoneutral
Analysts Say Agentic AI Will Power One-Third Of Smartphones Within Two YearsCounterpoint Research said the smartphone industry is rapidly shifting toward Agentic AI, with chipmakers and device makers racing to build smarter, context-aware AI experiences directly into smartphones. Qualcomm And MediaTek Intensify AI Smartphone Competition Counterpoint Research noted on Thursday that...
Simply Wall St.131d agoneutral
Won Jin Lee Takes Over Samsung Visual Display As Investors Weigh ValuationSamsung Electronics (KOSE:A005930) has appointed Won-Jin Lee as the new Head of its Visual Display Business. The Visual Display Business oversees Samsung TVs, monitors, and related products that are central to the company’s consumer brand. Lee brings experience in content, services, and marketing, with potential implications for smart TV and connected home strategies. The Visual Display Business sits at the core of Samsung Electronics, shaping how consumers see the brand in living rooms,...
Investing.com132d agoneutral
Japan and South Korea set a critical summit amid market volatilityInvesting.com -- South Korean President Lee Jae Myung and Japanese Prime Minister Sanae Takaichi will hold a high-profile bilateral summit on Tuesday, according to an official announcement from the South Korean presidential Blue House on Sunday.
Reuters132d agoneutral
South Korea says it will pursue all options to avoid Samsung strikeSouth Korea will pursue all options, including emergency arbitration, to avoid a labour strike at the country's biggest employer Samsung Electronics and to minimise any damage if one does occur, its prime minister said on Sunday. The world's largest memory chip maker and its South Korean labour union will resume pay talks on Monday with a government mediator, in a move that could ease concerns over a potentially disruptive strike at the tech giant that accounts for nearly a quarter of the country's exports. "Just one day of suspension at Samsung Electronics' semiconductor factory is expected to incur direct losses of as much as 1 trillion won ($667.68 million)," Prime Minister Kim Min-seok said after an emergency meeting with ministers on Sunday.
The Wall Street Journal132d agoneutral
AI Chip Mania Sows Seeds of Its Own DestructionInvestors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.
Bloomberg132d agoneutral
Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade(Bloomberg) -- Brian Emes manages a retail store in Lethbridge, Alberta, a small city on the Canadian prairie about a two-hour drive from the US border. On the morning of May 11, before opening the shop, the 43-year-old launched his brokerage app and bought 55 shares of an exchange-traded fund that hadn’t existed until early April. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap
Simply Wall St.132d agoneutral
Samsung And Withings Link Health Ecosystems As Samsung Shares Screen UndervaluedSamsung 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,...
Reuters133d agoneutral
Samsung Elec Chairman apologises to customers, public amid labour tensionsSamsung 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.
MarketBeat133d agoneutral
Netlist Q1 Earnings Call HighlightsNetlist (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
Barrons.com133d 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.
24/7 Wall St.133d agoneutral
The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real ProblemThe 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
Barrons.com133d 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.