<div id="readability-page-1"><div><ul><li>SAMSUNG ELECTRONICS (005930): Q1 operating profit hit a record 57.2T won; semiconductors contributed 53.7T. Began HBM4 sales for Nvidia Vera Rubin; AI memory demand remains strong.1</li><li>Samsung Electronics faces an 18-day strike starting May 21 unless talks succeed; union seeks 15% of operating profit for bonuses and formal contract terms; company offered 10% plus one-time pay.2</li><li>South Korean officials warned a strike could hit Samsung Electronics (005930) exports and stocks; PM and President said they may use emergency measures if needed.3</li></ul></div></div>

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

Countdown to Samsung Strike: Are Memory Chip Prices Set to Rise?

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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.

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