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Memory-chip maker SK Hynix is the latest company to ride the AI chip boom into the elite $1 trillion market-cap club. Shares in the company—the world’s second-largest memory-chip maker—have more than tripled this year.
By Hyunjoo Jin SEOUL, May 27 (Reuters) - Unionised workers at Samsung Electronics have approved a highly contentious deal on bonus pay - one that averts a massive strike but also exacerbates deep
Samsung Electronics workers have approved a landmark profit-sharing agreement that is expected to award employees in the booming memory chip...
The deal Samsung Electronics struck with its union averts a massive strike and gives its memory chip workers eye-popping bonuses. It also opens a Pandora's box for companies in South Korea - a country known for militant wage-bargaining. Unionised Samsung workers voted in favour of the government-mediated pact on Wednesday, marking the first big win for a Samsung union. More significantly, it is only the second time that a major South Korean company has agreed in writing to reward workers with a fixed percentage of operating profit.
SK Hynix has become one of the world’s most valuable chip makers, joining an elite group of companies including Nvidia and TSMC.
Unionised workers at Samsung Electronics have approved a highly contentious bonus pay deal - one that averts a massive 18-day strike but also exacerbates deep disparities in fortunes among workers at the tech conglomerate. Two unions for the world's largest memory chip maker said on Wednesday that 74% of the 62,616 workers who cast their votes had backed the deal. Shares in Samsung surged 6%, also helped by investor frenzy over the AI boom that has driven chip sector shares higher.
SK Hynix topped $1 trillion in market value for the first time on Wednesday, joining its memory chip rivals Samsung Electronics and Micron Technology in reaching the milestone on an AI-driven rally. Shares of SK Hynix closed the session up 9.3%, after rising as much as 14.9% during the session to take the South Korean chipmaker's market value to a record 1,680 trillion won ($1.12 trillion) and propel the country's benchmark KOSPI index to a record high. Domestic rival Samsung surpassed $1 trillion in market value for the first time on May 6, while U.S.-listed Micron did so on Tuesday.
After a brief cool-off last week, U.S. semiconductor and memory stocks are rallying in Tuesday morning trading, led by Micron, which traded above a $1 trillion market capitalization for the first time.
Micron Technology topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the largest U.S. memory chipmaker as one of the standout winners of the AI boom. Micron's shares were last up 18% at $886.6 - a record high - with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535, which is the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips' central role in AI infrastructure, also reflects a broader shift in the AI trade as investors seek out companies that can benefit from Big Tech's massive spending plans after initially crowding into makers of graphics processors.
New Samsung and SK Hynix leveraged ETFs could attract up to $3.5 billion from retail investors.
(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R
A Samsung Electronics union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to block a vote on a pay deal that primarily benefits their colleagues in the company's chip divisions. The government-mediated agreement reached last week, which averted an 18-day strike by 48,000 workers, provides huge bonuses for workers in Samsung's memory chip division, which has seen profits soar amid the AI boom. Voting by unionised workers began on Friday and is due to conclude on Wednesday morning.
By Heekyong Yang and Heejin Kim SEOUL, May 26 (Reuters) - A Samsung Electronics union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to
By Heekyong Yang and Heejin Kim SEOUL, May 26 (Reuters) - A Samsung Electronics' union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to
(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz
On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...
<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>
(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
(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
From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.
Some 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.
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.
The 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.
Around 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.
(Bloomberg) -- Samsung Electronics Co. could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.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 AttacksNvidia Tells S
(Bloomberg) -- The latest report from Nvidia Corp. may have left its investors wanting more but it gave a jolt to the shares of a broad swath of Asian tech companies. 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 AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamA B
Wednesday brought a bevy of tech news, from the posting of SpaceX's IPO filing to updates on Nvidia, Anthropic and OpenAI. For the rest of the week, focus turns to the American consumer with Walmart earnings and Friday's swearing in of Kevin Warsh as the new Federal Reserve chair.
(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.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 AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst
A look at the day ahead in European and global markets from Gregor Stuart Hunter The fight over pay is not done at Samsung Electronics.
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