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The labour union at South Korean chip giant Samsung Electronics said Wednesday it would launch a planned strike after talks over bonus payouts collapsed.- AI boom - Samsung is a major producer of chips used in everything from artificial intelligence to consumer electronics, raising the prospect that the planned strike could cause severe disruption and losses.
Samsung Electronics' management and its labour union resumed talks on Wednesday with only one day to go before a planned major strike that threatens the health of South Korea's economy and could disrupt the global supply of semiconductors. Park said he had proposed a compromise plan, which is being reviewed by Samsung. Should management accept the proposal, it will be put to a vote by Samsung's union members as early as Wednesday.
The AI eyewear will launch this fall in several optical and sunglass styles, per the announcement made during Google’s I/O event.
The stock market fell Tuesday as yields hit new highs, but some AI leaders like Micron and Sandisk rebounded. Nvidia earnings loom.
In the battle between the two leading emerging market stock ETFs, iShares has the advantage. The iShares ETF, now trading around $78, has jumped 38% over the past year and 18% so far in 2026, while the Vanguard ETF, at about $58, has gained 22% in the past 12 months and 9% so far in 2026. The Korean market now accounts for about 20% of the iShares ETF, double its weighting of a year ago.
Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.
Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.
Nearly 48,000 workers are threatening an 18-day walkout amid fears of global memory chip shortages
Nearly 48,000 workers are threatening an 18-day walkout amid fears of global memory chip shortages
Korean retail investors cash out savings and insurance to chase SK Hynix and Samsung, raising financial system risks.
Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.
Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.
South Korean memory chip maker Samsung Electronics is facing its worst-ever strike, with nearly 48,000 workers threatening to walk off production lines on Thursday for 18 days over a dispute about bonus payouts. Samsung's union has asked the company to abolish a cap that limits bonuses to 50% of annual salaries and to allocate 15% of annual operating profit to a bonus pool that would be distributed to workers. It also wants Samsung to make the changes binding beyond this year.
↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.
China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process for a potential initial public offering, where a company receives formal pre-IPO guidance from an investment bank, a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of a potential stock market listing.
By Hyunjoo Jin SEOUL, May 19 (Reuters) - Samsung Electronics and its South Korean labour union began another round of government-mediated talks on Tuesday to break an impasse in negotiations over pay
Asian shares were mixed Tuesday as uncertainty about what will happen with the Iran war roiled global markets. Japan's benchmark Nikkei 225 lost 0.6% in morning trading to 60,433.79, erasing initial gains after the government reported that the economy grew for the second straight quarter in January-March, mainly due to better than expected consumer spending. Shares in Samsung Electronics slipped 3.8% and SK Hynix fell 4%, tracking losses in tech shares overnight on Wall Street.
(Bloomberg) -- Seagate Technology Holdings shares fell 6.9% Monday in its worst one-day drop in nearly two months after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapElon Musk Loses Case Against S
(Bloomberg) -- Supercharged gains in a handful of companies and weak market breadth are stoking concerns that the world’s hottest stock market is overheating in some pockets. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulU
Samsung Electronics and its South Korean labour union began another round of talks on Tuesday to break an impasse in bonus negotiations, after dialogue on Monday did not produce an agreement. The two sides are under mounting pressure to avert an imminent strike that threatens to hurt the Korean economy and chip production, but remained far apart during the government-mediated pay talks on Monday. Media reports said on Tuesday, citing the chairman of the National Labor Relations Commission that Samsung and the labour union are narrowing some differences.
AI server demand remains Micron’s key upside driver, with the next earnings update set to give investors more detail on DRAM pricing and high-bandwidth memory demand.
The company may be a sleeper after falling 10% from its all-time high.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Bank of America Securities analyst Haas Liu reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) with a price target of 2,560 Taiwan dollars. The firm noted that competitive […]
Chinese memory chipmaker posts more than 20 billion yuan profit as AI-driven DRAM demand lifts pricing.
Apple (AAPL) is preparing new AI features for iOS 27 and iPadOS 27 as it looks to narrow the gap wit
(Bloomberg) -- Apple Inc. is preparing a wave of artificial intelligence features for its next iPhone and iPad operating systems, including a grammar checker and new shortcut options, part of an effort to narrow the gap with capabilities available on rival devices.Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as
Fresh labor talks and a Korean court ruling help cool fears of a major chip production disruption.
Shares rise as investors watch efforts to avoid chip strike
The choice between the Roundhill Memory ETF (CBOE:DRAM) and the iShares Semiconductor ETF (NASDAQ:SOXX) looks like a semiconductor exposure decision, but it is really a question about how concentrated a cyclical bet you want to make. SOXX gives you the whole chip stack. DRAM gives you three companies in a trench coat: Samsung Electronics, SK ... DRAM Surged 51% in One Month While SOXX Climbed 32%, but Only One Survives the Memory Cycle Downturn
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