XL2CSOPSMSN

Samsung Relaunches 8-Inch Silicon Carbide (SiC) Production Line

Samsung Korea Union and Management Narrow Differences

Samsung Electronics Union Confirms Strike Will Proceed as Planned

Samsung Considers Semiconductor Spin-off to Address Labor Conflict

Samsung's Q1 Net Profit Exceeds Expectations

Samsung clan's wealth soars to $45.5 billion in a year

Samsung SmartThings Platform Expands to Support IKEA Smart Home Products

Samsung Electronics Launches 2026 Mini RGB TV Series

Samsung Faces Labor Union Dispute Over Profit Sharing

Samsung Adjusts China Business, Home Appliances and Display Business May Exit

Samsung to invest $4 billion in Vietnam chip packaging plant

Samsung and SK Hynix Shift to Long-Term Supply Agreements

Samsung China May Cut Down Operations, Retain Mobile and Storage Divisions

Samsung Electronics Announces Q1 Operating Profit Forecast of 57.2 Trillion Won

Barclays: South Korean Memory Giants Benefit from AI Demand Surge Need Transformation

Samsung Launches Samsung Browser for Windows

Samsung's Q1 Profits Surge to Record High

Samsung and SK Hynix Report Record Quarterly Profits

IDC Data: Samsung Electronics has remained the top player in the global gaming and esports monitor market for seven consecutive years

SK Hynix Buys and Plans to Use Hybrid Bonding Equipment, Samsung Also Begins to Introduce

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

Pinned News

置顶新闻

This is a bit scary… Samsung’s P5 could reportedly come online in 2027.

SSNGY

SOXX

09747

SOXL

07747

DRAM

This is a bit scary… Samsung’s P5 could reportedly come online in 2027.

Unusual Whales

Samsung Electronics 

iShares Semiconductor ETF

XL2CSOPSMSN-U

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

Roundhill Memory ETF

Samsung Electronics Co., Ltd. Sponsored GDR

SMSN

SAMSUNG ELECTRONICS and its South Korean union are set to resume negotiations this afternoon, with two unresolved issues remaining. Reports indicate that the union has softened its stance, potentially paving the way for a deal.

VanEck Vectors Semiconductor UCITS ETF Accum A USD

SAMSUNG ELECTRONICS AND UNION TO RESUME TALKS IN THE AFTERNOON, WITH TWO ISSUES STILL UNRESOLVED ACCORDING TO MEDIA REPORTS CITING A LABOUR OFFICIAL, SAMSUNG’S SOUTH KOREAN UNION HAS EASED ITS POSITION, OPENING THE DOOR TO A DEAL (

Samsung Electronics is resuming labor talks to prevent a strike that could disrupt its chip production. South Korea's prime minister is exploring options, including emergency arbitration, to mitigate potential impacts. The discussions aim to finalize a deal before the situation escalates, as Samsung's shares have surged 114% this year, closing at $140.

Tip Ranks

Samsung (SSNLF) Labor Talks Resume as Seoul Moves to Avoid a $668 Million Chip Shutdown Risk

Samsung Electronics and its South Korean labor union will resume pay negotiations with a government mediator on Monday. Chairman Lee Jae-yong acknowledged internal disputes and emphasized unity. The union demands fixed performance bonuses of 15% of semiconductor profits, while management proposes maintaining the current incentive system. The outcome of these talks is crucial for labor relations at Samsung. The company's stock closed at KRW 270,500, down 8.61%.

rttnews

Samsung Electronics, Union To Resume Mediated Pay Talks Amid Bonus Dispute

Samsung Electronics and its largest labor union are resuming negotiations to avert a strike, with Prime Minister Kim Min-Seok warning of severe economic consequences. The union demands higher performance-based compensation, while Samsung proposes a lower allocation of operating profit for bonuses. The talks come ahead of a May 21 deadline, with potential costs of 1 trillion won per day if a strike occurs. The government may use emergency powers to prevent the strike if no agreement is reached.

Business Standard

Samsung and labor union to meet in 'last chance' to avert strike

Samsung and its labor union are set to resume pay talks amid strike threats that could disrupt memory chip production. The KOSPI index fell 6% due to concerns over labor actions, with Samsung's shares dropping 6.66%. Chairman Jay Y. Lee apologized for the situation, emphasizing the importance of resolving issues to prevent production disruptions. While the impact on production may be limited due to automation, significant disruptions in logistics and customer relations are expected. The strike is scheduled to formally begin on May 21.

ZeroHedge

Samsung, South Korean Union Resume Talks As Strike Threat Risks Disrupting Memory Chip Fabs

Samsung Electronics reported a record Q1 operating profit of 57.2 trillion won, with semiconductors contributing 53.7 trillion. The company has started HBM4 sales for Nvidia. An 18-day strike is set to begin on May 21 unless negotiations succeed, with the union demanding 15% of operating profit for bonuses. South Korean officials warn that the strike could impact exports and stocks, with potential emergency measures being considered.

TradingView

YieldMax NVDA Option Income Strategy ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

SINO CAP N4304

Key facts: Samsung Q1 57.2T; semis 53.7T, HBM4; strike May21; gvt warns

Analysts have made significant moves in AI-related stocks this week. KeyBanc raised concerns over Apple's valuation, maintaining a Sector Weight rating amid declining hardware demand. BofA reiterated a Buy on TSMC, citing its technological lead. KB Securities raised price targets for SK Hynix and Samsung due to an AI-driven memory shortage, projecting substantial increases in memory prices and operating profits for both companies by 2026.

- KeyBanc Capital Markets expressed concerns over Apple's valuation, noting a 16% drop in indexed spending month-over-month in April, signaling potential challenges for future growth.  
- Bank of America reaffirmed a Buy rating on TSMC, highlighting the company's significant capacity growth targets despite competitive fears, while KB Securities raised price targets for SK Hynix and Samsung due to increased AI-driven demand for memory.  
- Daiwa downgraded AMD to Outperform after a 150% rise in share price, citing valuation concerns, while HSBC upgraded Cisco to Buy as AI infrastructure demand has positively influenced its growth outlook.

Investing

Apple

KeyCorp

NASDAQ Composite Index

Bank of America

Taiwan Semiconductor

Intel

Verizon

KB Financial

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

5 big analyst AI moves: PT hikes for Samsung and SK Hynix, AMD downgraded

Samsung Electronics' union is set to begin an 18-day strike on May 21 due to a breakdown in pay negotiations. The Finance Minister has cautioned that this strike could jeopardize South Korea's economic growth, exports, and markets. Additionally, Samsung Electronics has recently surpassed a $1 trillion market capitalization, driven by strong demand for AI technologies, which is significant information for traders.

Key facts: Samsung to Begin 18-Day Strike May 21; Market Cap Tops $1T

Samsung Electronics and its South Korean labor union will resume pay talks on Monday with a government mediator, aiming to prevent a disruptive strike. The union announced a change in the company's representative for negotiations. Chairman Jay Y. Lee publicly apologized for the labor dispute, expressing concern over its impact on customers and the economy. Government officials have urged resolution to avoid risks to economic growth and financial markets. Despite the company's proposal to resume talks, the union remains committed to a planned strike next week.

Fidelity

NVIDIA

Alphabet

Alphabet - C

NVIDIA Corporation

Samsung Elec, South Korea union to resume pay talks on Monday, union says

603578

Samsung workers are threatening an 18-day strike starting May 21, which could impact about 3% of global memory chip production. This news has positively affected competitors like Micron Technology, whose shares rose by 4.8%, reaching a market cap of $900 billion. Additionally, trading activity surged on the Hyperliquid platform, with MU contract trading volume hitting $140 million and open interest at $152 million. A whale took a significant long position in MU contracts, achieving a floating profit of $4.9 million, a 62% increase.

CoinLive

Micron Tech

THREE STARS NEW MATERIALS

XI2CSOPSMSN

Direxion Daily MU Bull 2X Shares

GF Fund CNI Semiconductor Chips ETF

ChinaAMC Guozheng Semiconductor Chip ETF

First Trust Nasdaq Food & Semicon

XI2CSOPSMSN-U

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Invesco Semiconductors ETF

Harvest CSI All Share Integrated Circuit ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MU Daily ETF

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI All Share Integrated Circuit ETF

SAMSUNG SEMICON

Harvest SSE STAR Chip ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

MU is at the core of the AI-driven supercycle for memory chips. Although its stock price has experienced short-term fluctuations recently due to the realization of positive news after the earnings report, its long-term growth logic remains strong. I'm curious to hear your thoughts, friends.

_aiicsz

The planned strike at Samsung will likely cause memory chip prices to go up due to constraints in the supply of memory chips.

Iran retaliation, AI mega-bet, Micron peak, defense IPO moonshot +520%, chip strike threat. ☕️ Grab your coffee and dive into 3 big questions👇

OpenAI

Amazon

Direxion Daily AMZN Bull 2X Shares

Direxion Daily AMZN Bear 1X Shares

Swarmer

TENCENT

Tencent

iShares Global Timber & Forestry UCITS ETF GBP

iShares S&P Global Timber Forestry

Bio-Techne

Destiny Tech100

Mirae Asset Global Investments Co., Ltd.

☕️ Daily Market Talk | March 18, 2026

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Micron should do well post earnings. I am expecting a pop post earnings as an exhaustion gap as price drifts higher into April/May.

The escalation of the Middle East conflict put a damper on the fragile stabilisation of the market. The situation there would be the major mover of the market.

Swarmer IPO is clearly speculation, itself is a micro cap stocks. With the ongoing war, there is alot of demand for speculating on drone stocks!

Trump just need to stop attacking and then the Iran war will just end on its own. HK market is controlled to be bearish, not interested. AI boom is still the bet, accumulate at appropriate time.

Cathie Wood's prediction is that AI will generate $10-12 trillion in revenue over the next 5-10 years, driven by accelerated productivity growth. She pointed out that U.S. non-farm productivity has already increased by 2.8% year-on-year, and with the widespread adoption of AI tools, this figure could double to 6%.Agreed, the unleashing of productivity by AI is a mainstream trend in today's world.

I believe Cathie Wood is right, honestly AI will change the world, technology is a exponential function, it cannot be denied! The earnings speaks for themselves!

XL2CSOPSMSN(07747.HK)

This is a bit scary… Samsung’s P5 could reportedly come online in 2027.

SAMSUNG ELECTRONICS AND UNION TO RESUME TALKS IN THE AFTERNOON, WITH TWO ISSUES STILL UNRESOLVED ACCORDING TO MEDIA REPORTS CITING A LABOUR OFFICIAL, SAMSUNG’S SOUTH KOREAN UNION HAS EASED ITS POSITION, OPENING THE DOOR TO A DEAL (

Samsung (SSNLF) Labor Talks Resume as Seoul Moves to Avoid a $668 Million Chip Shutdown Risk

Samsung Electronics, Union To Resume Mediated Pay Talks Amid Bonus Dispute

Samsung and labor union to meet in 'last chance' to avert strike