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By Hyunjoo Jin SEOUL, May 15 (Reuters) - A looming 18-day strike at South Korean chip giant Samsung that has triggered worries within the government, rattled foreign investors and threatened global

Investing.com -- Global semiconductor stocks fell Friday, dragged lower by a sharp selloff in South Korean equities and mounting geopolitical uncertainty as U.S.-Iran talks showed no signs of progress.

(Bloomberg) -- Kioxia Holdings Corp., the world’s best-performing major stock this year, said it would list its shares in the US as it reaps the benefits of a global memory chip shortage that’s ratcheted up prices of the vital component.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Ope

Japanese memory chipmaker Kioxia said on Friday it expected ‌operating profit for the April-June quarter ‌to reach 1.3 trillion yen ($8.20 billion) as the ​artificial intelligence boom boosts chip demand. The maker of NAND flash memory chips reported operating profit rose 92.7% to 870.4 billion ‌yen in the ⁠year ended March, beating estimates. Kioxia said it is preparing to ⁠list American depositary shares on a U.S. exchange to grow its investor base.

Samsung Electronics' South Korean labour union said on Friday it remained committed to a planned strike starting next week, even after the company proposed resuming ‌pay talks without conditions, sending shares down as much as 5.9%. Analysts attributed the share decline to growing uncertainty over the potential impact of a strike on production and concerns about Samsung's ability to meet its commitments to customers. "There appears to be rising concerns over delivery reliability if ‌the strike takes place and sentiment that rivals ⁠could benefit from the uncertainty," said Ryu Young-ho, a senior analyst at NH Investment & Securities.

(Bloomberg) -- South Korea’s benchmark stock index briefly breached the 8,000 mark for the first time on Friday, just seven sessions after it reached the 7,000 milestone.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Iran as Ship Taken Near U

Samsung Electronics' South Korean labour union said on Friday the ‌tech company had proposed resuming talks ‌without conditions, days after government-mediated negotiations over pay and ​bonus schemes collapsed. Samsung Electronics shared a statement confirming ⁠its offer of unconditional talks, though it did not immediately provide further comment. Samsung's union said ​on Thursday ​it would sit ​down for talks if ‌the company presented a detailed proposal addressing the union's demands by 0100 GMT on Friday.

AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

A red-hot ETF that launched just six weeks ago has surpassed Cathie Wood's flagship ARK Innovation (ARKK) fund in assets. Roundhill's Memory ETF, known by ticker DRAM, has accumulated some $9 billion in assets since its April 2 launch. Individual investors have been piling into the fund at an unprecedented pace for a new launch, according to data provider Vanda Research.

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios

The Roundhill Memory ETF (DRAM) has become the fastest-growing ETF ever, soaring past $6.5 billion in managed assets. This comes as memory chip stocks like Micron Technology (MU) surge by 180% year-to-date in 2026 and Sandisk (SNDK) skyrocketing over 3,200% over the past year alone. Roundhill Investments CEO Dave Mazza — whose firm manages the fund — comes on Market Catalyst to talk about the ETF's growth and the supply and demand dynamics at play with AI data center projects.

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 2.6% in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

Micron shares bounced back after a steep drop briefly erased nearly $100 billion in market value.

Shares of memory chips maker Micron (NASDAQ:MU) jumped 5.3% in the morning session after reports revealed a potential global chip shortage stemming from a competitor's labor issues.

Samsung Electronics on Thursday proposed that its South Korean labour union resume pay talks after government-mediated negotiations fell apart, a ‌union leader said, citing a letter from the company. South Korea's Labour Commission also ‌called on the two sides to hold another round of government-mediated talks on Saturday in a bid to avert ​a threatened lengthy strike. "There is no reason to continue the dialogue without institutionalisation and transparency," union representative Choi Seung-ho said in response to the letter, referring to the union's demand for an overhaul of Samsung's bonus scheme.

Memory stocks have skyrocketed. Can the rally keep going?

Samsung Electronics on Thursday proposed that its South Korean labour union ‌resume pay talks after government-mediated negotiations fell ‌apart, a union leader said, citing a letter from the company. South ​Korea's Labour Commission also called on the two sides to hold another round of government-mediated talks on Saturday in a bid to avert a threatened lengthy ‌strike. "There is no ⁠reason to continue the dialogue without institutionalisation and transparency," union representative Choi Seung-ho ⁠said in response to the letter, referring to the union's demand for an overhaul of Samsung's bonus ​scheme.

SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, ‌as strong demand for artificial intelligence places South Korea at the heart ‌of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering ​274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than ‌one trillion-dollar company.

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

Investing.com -- JPMorgan analysts maintained their bullish stance on Samsung Electronics Co Ltd on Wednesday, urging investors to buy any pullback in shares despite an escalating labor dispute that some say threatens to disrupt global chip supply chains.

Micron wiped out roughly $100 billion in market value at Tuesday's low, and chip bulls still bought the dip.

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch.  Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

Oracle (NYSE:ORCL) has appointed Dr. Tomislav Mihaljevic, CEO and President of Cleveland Clinic, to its Board of Directors. The company has also expanded its partnership with Samsung Electronics, with Samsung set to standardize global semiconductor software development on Oracle Java. Oracle enters these announcements with its share price at $186.83 and a value score of 4, alongside a 16.3% return over the past year and a 154.0% return over the past 5 years. For investors, the combination...

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

Micron Technology stock and Sandisk were gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 6.2% in premarket trading, and Sandisk stock was rising 5.2%.

↗️ Nvidia (NVDA): Shares in the chip maker gained over 2% in premarket trading. CEO Jensen Huang has at the last minute joined President Trump on his trip to China, where chip-sale restrictions may be among the topics the president discusses with China's Xi Jinping.