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Micron and SK Hynix Stocks Rise. The Memory-Chip Boom Is Back.
Barrons.com87d 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.

Samsung pay deal brings relief but exposes divisions in South Korean city
Reuters87d agoneutral
Samsung pay deal brings relief but exposes divisions in South Korean city

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.

Samsung shares jump as strike averted, but huge bonuses spur concern
Reuters Videos87d 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.&nbsp;</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.&nbsp;</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>

Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom
Bloomberg87d agoneutral
Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom

(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

Nvidia’s Huang Ignites Asia Tech Rally With AI, Robots Vision
Bloomberg87d agobullish
Nvidia’s Huang Ignites Asia Tech Rally With AI, Robots Vision

(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

Samsung shareholders vow legal action over tentative union deal
AFP88d agoneutral
Samsung shareholders vow legal action over tentative union deal

A group of Samsung Electronics shareholders on Thursday vowed legal action against a tentative deal between the South Korean chip giant and its largest labour union that averted a major strike.The Korea Shareholder Action Headquarters, a shareholders' group, on Thursday staged a rally protesting the deal, near the residence of Samsung Electronics chairman Lee Jae-yong.

Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
Bloomberg88d agobearish
Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

(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

Samsung shares soar as strike averted, but bonuses of $416,000 for some stoke concern
Reuters88d agobullish
Samsung shares soar as strike averted, but bonuses of $416,000 for some stoke concern

Samsung Electronics' shares surged on Thursday after it clinched an 11th-hour deal with its South Korean union to ‌avert a strike, although the terms which included bonuses of around $416,000 for some workers ‌gave rise to some concern. A planned 18-day strike by some 48,000 union members has now been suspended, while the agreement, which ​was mediated by the government, is put to a vote between May 22 and May 27. The deal sparked relief across South Korea.

Asian stocks surge on Iran hopes and Samsung union talks
AFP88d agobullish
Asian stocks surge on Iran hopes and Samsung union talks

Shares surged in Tokyo, Seoul and other Asian markets Thursday, fuelled by hopes of a Middle East peace accord and by negotiations averting a planned strike at Samsung Electronics.Overnight gains of US shares, hopes for the end of the war in Iran and drops of oil prices were among factors that cheered Tokyo investors, said brokerage house Monex.

Samsung Reaches Tentative Deal With Union
Bloomberg88d agoneutralVIDEO
Samsung Reaches Tentative Deal With Union

South Korean stocks rallied after Samsung Electronics Co. reached a tentative deal with its labor union, defusing the threat of an imminent strike at the world's largest memory chipmaker.

Asian shares surge after oil prices slip and Wall Street resumes its AI rally
Associated Press88d agobullish
Asian shares surge after oil prices slip and Wall Street resumes its AI rally

Shares rallied Thursday across Asia, tracking gains on Wall Street after pressure from the bond market eased and oil prices fell back. The advance was also powered by a stronger-than-expected quarterly report from chipmaker Nvidia, whose profit rocketed more than 200% higher in the February-April quarter from a year earlier, while revenue jumped 85%. Nvidia has been one of the biggest beneficiaries from the boom in artificial intelligence, thanks to powerful demand for its high-end AI chips.

Samsung Reaches 11th-Hour Deal With Union to Avoid Strike
Bloomberg88d agoneutral
Samsung Reaches 11th-Hour Deal With Union to Avoid Strike

(Bloomberg) -- In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker.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 Att

Samsung Electronics' shares jump after tentative wage deal suspends strike
Reuters88d agobullish
Samsung Electronics' shares jump after tentative wage deal suspends strike

Samsung Electronics' shares rose as much as 6.5% in morning trade on ‌Thursday after the tech giant and its ‌South Korean union reached a tentative pay deal, potentially averting a ​strike that had threatened to hit the economy and undermine global chip supply chains. The union said the planned 18-day strike by nearly 48,000 members would be suspended ‌while the tentative 11th-hour ⁠deal is put to a vote between May 22 and 27. Ryu Young-ho, a senior analyst at NH Investment & Securities, said investors were relieved ​that uncertainty ​surrounding the prospect of ​a strike had eased.

DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research
24/7 Wall St.88d agoneutral
DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on ... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research

How Nvidia, Chip Makers Are Driving the S&P 500
The Wall Street Journal88d agoneutral
How Nvidia, Chip Makers Are Driving the S&P 500

19% Chip stocks such as Nvidia have grown to represent roughly that share of the S&P 500 index—their highest percentage on record, according to a Goldman Sachs analysis. In South Korea, tech giants SK Hynix and Samsung have grown to comprise nearly half of the entire Kospi index.

Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First
24/7 Wall St.88d agoneutral
Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Samsung union halts planned strike after reaching tentative deal
Reuters Videos88d agoneutralVIDEO
Samsung union halts planned strike after reaching tentative deal

<body><p>STORY: :: April, 2026</p><p>Samsung Electronics' union said it would suspend a strike set to begin on Thursday after the two sides reached a tentative pay deal.</p><p>The agreement potentially averts action that threatened to disrupt the production of AI and other chips.</p><p>Nearly 48,000 workers planned to strike for 18 days but will now vote on a new contract instead.</p><p>Samsung Electronics said in a separate statement that the two parties had reached a tentative agreement on wages and collective bargaining and pledged to "build mature and constructive labor-management relations."</p><p>The 11th hour deal came after days of talks that broke down multiple times, including earlier on Wednesday when the union announced that it would go ahead with the strike.</p><p>The two sides had been at odds over how performance bonuses would be distributed between the conglomerate's hugely profitable memory business and loss-making logic chip businesses, Reuters has previously reported.</p><p>The union said this issue was resolved.</p><p>Samsung accounts for almost a quarter of South Korea's exports and is also the world's largest memory chipmaker.</p><p>Disruptions of its production would risk fueling price rises at a time when the AI boom has caused shortages.</p></body>

Why Micron (MU) Stock Is Down Today
StockStory88d agoneutral
Why Micron (MU) Stock Is Down Today

Shares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.