---
title: "Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286870513.md"
description: "Rolf Bulk from Futurum Equities warns that potential labor strikes at Samsung Electronics could significantly harm the company and South Korea's economy. He identifies U.S.-based Micron and Chinese firm CXMT as likely beneficiaries of the situation."
datetime: "2026-05-19T07:21:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286870513.md)
  - [en](https://longbridge.com/en/news/286870513.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286870513.md)
---

# Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit

Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum Equities, discusses the looming labor strikes at Samsung Electronics. He says the strikes will be a "major negative" for the company and South Korea's economic growth, and highlights U.S.-based Micron and Chinese semiconductor company CXMT as potential beneficiaries of this scenario.

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- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
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## Related News & Research

- [According to media reports citing a labour official, Samsung’s South Korean union has eased its position, opening the door to a deal.](https://longbridge.com/en/news/286858307.md)
- [Samsung (SSNLF) Labor Talks Resume as Seoul Moves to Avoid a $668 Million Chip Shutdown Risk](https://longbridge.com/en/news/286671827.md)
- [Samsung Electronics Management, Union Resume Talks to Avoid Strike — Update](https://longbridge.com/en/news/286747994.md)
- [Samsung's 40,000-person strike countdown ends in 8 days; retail investors predict Micron will reach $1,300.](https://longbridge.com/en/news/286255816.md)
- [Key facts: Samsung to Begin 18-Day Strike May 21; Market Cap Tops $1T](https://longbridge.com/en/news/286483779.md)