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Samsung Electronics Co., Ltd. Sponsored GDR

Samsung Korea Union and Management Narrow Differences

Samsung Electronics labor and management to launch second round of post-mediation on May 18

Samsung's Lee Jae-yong Apologizes for Labor Crisis as Union Threatens Strike Starting May 21

Samsung Electronics Chairman Lee Jae-yong apologizes to public over internal issues

Samsung Proposes Resuming Negotiations with Union Unconditionally

Samsung Union Threatens 18-Day Strike

South Korean Government Mediates Talks Between Samsung Electronics and Unions

Samsung Electronics Negotiations with Union Break Down Over Bonus Dispute

Korean Labor Commission Notes Significant Disagreement Between Samsung and Union

Samsung Union and Management Resume Negotiations on Chip Department Employee Bonus Scheme

Samsung Union Accepts Government's 'Post-mediation' Proposal

Samsung Electronics Market Cap Surpasses $1 Trillion

Barclays Raises Samsung Electronics Target Price to 425,000 pence

Nomura Raises Target Price for Samsung Electronics

Samsung and SK Hynix Warn of Persistent Memory Market Supply Tightness

Samsung Considers Semiconductor Spin-off to Address Labor Conflict

Samsung Expected to Secure 2nm Foundry Contracts Soon

Samsung's High Bandwidth Memory Sold Out

Samsung Experiencing Increased Risk of Rising Logistics Costs Due to Middle East Conflicts

Samsung Reports Q1 Profit Surge, Sees Further Improvement in Q2

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China's rapid expansion in chipmaking may threaten the global AI memory chip market by 2028, according to Samsung's Kyung Kye-hyun. Chinese firms have captured 20% of the NAND flash market and could exceed 10% in DRAM. They plan to increase production capacity significantly, raising concerns for South Korean chipmakers. Meanwhile, demand may slow as tech companies reduce spending. A potential strike at Samsung could further disrupt memory supply, impacting prices.

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Does China’s rapid chipmaking expansion threaten the global AI memory chip boom?

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JPM has raised its target price for Samsung Electronics to 480,000 won and for SK Hynix to 3 million won, shifting to a P/E-based valuation due to the increasing importance of long-term supply agreements in the memory chip market. The report indicates that AI memory supply will be insufficient to meet demand from cloud vendors between 2026 and 2030, with a projected shortfall of 450,000 wafers per month.

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VanEck Vectors Semiconductor UCITS ETF Accum A USD

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JPMorgan Chase & Co.

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JPM Raises Samsung Electronics TP to 480,000 Won; SK Hynix to 3 Million Won, Shifts to P/E-Based Valuation

Samsung Electronics and its largest union are in labor negotiations, with an 18-day strike planned if no agreement is reached. Some differences have narrowed, suggesting a potential resolution. The KOSPI index fell 3.25%, with Samsung shares down 3.83%. In Hong Kong, CSOP 2x Long Samsung Electronics dropped 5.11%.

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Samsung, Union Show Signs of Narrowing Differences in Labor Talks; CSOP 2x Long Samsung  Narrows Decline to 5%

Omdia reports that Southeast Asia's smartphone market shipments fell 9% YoY in 1Q26, totaling 21.6 million units. Despite the decline, the average selling price (ASP) reached a record high of $349, up 19% YoY, as vendors prioritize profitability over volume. Samsung led with 4.6 million units, while HONOR saw a 28% growth. The market dynamics reflect a shift towards higher ASPs amid rising component costs, with brands adjusting strategies to maintain margins.

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Omdia: Southeast Asia smartphone market shipments decline 9% in 1Q26, as vendors prioritize profitability over share | TTGT Stock News

Omdia reports a 9% decline in Southeast Asia's smartphone shipments in 1Q26, totaling 21.6 million units, as vendors prioritize profitability over volume. The average selling price (ASP) reached a record high of $349, up 19% year-on-year, driven by rising memory costs. Samsung led the market with 4.6 million units, while HONOR saw a 28% growth. The shift towards higher ASPs indicates a strategic move by brands to enhance margins despite volume losses, reflecting a significant change in the region's vendor landscape.

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Omdia: Southeast Asia smartphone market shipments decline 9% in 1Q26, as vendors prioritize profitability over share

Samsung Electronics Co., Ltd. Sponsored GDR(SMSN.UK)

Does China’s rapid chipmaking expansion threaten the global AI memory chip boom?

JPM Raises Samsung Electronics TP to 480,000 Won; SK Hynix to 3 Million Won, Shifts to P/E-Based Valuation

Samsung, Union Show Signs of Narrowing Differences in Labor Talks; CSOP 2x Long Samsung Narrows Decline to 5%

Omdia: Southeast Asia smartphone market shipments decline 9% in 1Q26, as vendors prioritize profitability over share | TTGT Stock News

Omdia: Southeast Asia smartphone market shipments decline 9% in 1Q26, as vendors prioritize profitability over share