Samsung Electronics (KS:005930), 7747.HK (2x)

[winston]

Samsung shares slip amid labor strike talks

by Ayushman Ojha

Investing.com-- Samsung Electronics (KS:005930) shares fell on Tuesday as investors closely watched last-ditch negotiations between the company and its labor union aimed at averting a planned strike that could disrupt global semiconductor supply chains.

Shares in Samsung Electronics slipped more than 2% in Seoul trading to 279,500 won 03:12 GMT, underperforming the broader market.

Samsung management and labor representatives entered a second day of government-led mediation talks on Tuesday after more than 11 hours of negotiations failed to produce a breakthrough the previous day.

The union, which represents tens of thousands of workers, is demanding performance bonuses equal to 15% of operating profit, removal of bonus payout caps and formal guarantees on compensation structures, according to reports.

The group has threatened to launch an 18-day strike beginning May 21 if negotiations collapse.

The labor dispute comes as Samsung benefits from booming The company last month reported a sharp jump in first-quarter operating profit, from demand for high-end memory chips used in artificial intelligence applications.

Source: investing.com

https://www.investing.com/news/stock-ma ... ks-4678943

[winston]

not vested

<Research> Citi Lifts Samsung Electronics (005930.KS) TP to KRW460,000, Reiterates Buy; Launches 90-day Positive Catalyst Watch

Citi issued a report expecting global memory pricing to continue rising in 2H2026, driven by: (1) Anthropic raising the maximum input/output token limits and doubling Claude Code rate caps, accelerating token demand growth;
(2) adoption of SoCAMM2 supporting resilient mobile DRAM pricing; and
(3) average selling prices of HBM projected to increase 30% QoQ in 4Q2026.

The bank forecasts that the 2026 average selling price growth for DRAM and NAND will exceed expectations, rising 200% YoY and 186% YoY, respectively (previously projected at 190% YoY and 172% YoY).

As a result, Citi has placed Samsung Electronics (005930.KS) on a 90-day positive catalyst watch and sharply raised its TP from KRW300,000 to KRW460,000. The Buy rating is reiterated.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

*Samsung is paying 78,000 chip workers a $340,000 bonus each* .Not their salary. The bonus. The total bill is $26.6 billion, which equals 1.4% of South Korea's entire economy, going to less than 0.3% of the country's workforce.
https://x.com/OmerCheeema/status/2058445758286954567

[winston]

not vested

Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes

by Jessica Mitacek. Posted: 5/17/2026.

Samsung became the second Asian company to exceed a $1 trillion market cap, driven by an astounding 395% stock surge over the past year.

While Galaxy phones are top sellers, the primary growth engine is the global memory chip shortage, with Samsung’s production capacity already sold out for 2026.

With a Buy rating and the rollout of HBM4 chips coming in the second quarter, Samsung is positioned to capitalize on a supply-demand gap expected to last until at least 2027.

Source: Market Beat

[winston]

not vested

Samsung Seeks Up to 20% DRAM Price Hike in 3Q: Report

Samsung Electronics is actively negotiating plans to raise DRAM prices by as much as 20% QoQ in 3Q, aiming to maximize group profits as supply shortages triggered by AI infrastructure investment spread across all product lines, according to foreign media reports.

SK Hynix is also reportedly seeking a similar increase.

Samsung has taken the most aggressive approach in price hike negotiations due to its higher proportion of DRAM production, sources said.

Samsung's average selling price for DRAM swelled by more than 90% QoQ in 1Q26, while prices were estimated to rise another 50% to 60% in 2Q26.

Related News: CLSA Cites SK Hynix: Memory Price Uptrend to Continue, Confident in HBM Leadership; Reiterates Outperform with TP KRW3.7M

Spurred by the news, Samsung shares in South Korea closed up 8.22% at KRW309,500, while SK Hynix rallied 10.88% to KRW2.425 million.

Source: AASTOCKS Financial News

https://www.aastocks.com/en/stocks/anal ... stock-news

[winston]

not vested

Samsung likely to post 18-fold jump in profit on surging AI demand for memory

By Heekyong Yang

Estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter,

Likely to flag an operating profit ‌of 86 trillion won ($56.35 billion) for the April to June quarter.

Driven not only by high-bandwidth memory (HBM), but also by stronger demand ⁠for conventional DRAM and NAND products as AI applications, particularly agentic AI, expand into a broader range of computing workloads.

Average selling prices for DRAM ⁠and NAND rose 44% and 53% quarter-on-quarter.

Source: The Star

https://www.thestar.com.my/tech/tech-ne ... e=smartech

[winston]

not vested

Samsung Electronics 2Q Results Due Tmr; Mkt Expects OP to Surge 17x+; Analysts Cite Potential Delay Risks in AI Infra Investment for Memory Industry

Samsung Electronics will release its 2Q results tomorrow (7th).

Propelled by memory chip woes and global AI inference infrastructure demand, LSEG SmartEstimate, which compiled estimates from 30 analysts, forecast 2Q operating profit of KRW86 trillion (equivalent to approximately USD56.35 billion), surging more than 17x YoY and likely marking a record high for a third consecutive quarter.

Samsung is a major memory supplier to NVIDIA Corporation (NVDA.US), Google and Apple Inc. (AAPL.US) .

Analysts expected the memory market supply shortage to continue at least until next year.

Related News - CLSA Cites SK Hynix: Memory Price Uptrend to Continue, Confident in HBM Leadership; Reiterates Outperform with TP KRW3.7M

Citi said last Thursday (2nd) that DRAM and NAND memory prices in 2Q jumped up 44% QoQ and 53% QoQ, respectively.

However, Reuters cited analysts as saying that a potential delay in future AI infrastructure investment is currently the biggest risk facing the memory boom.

Source: AASTOCKS Financial News

https://www.aastocks.com/en/stocks/anal ... stock-news

[winston]

not vested

Samsung profit surges past estimates on AI memory chip demand

by Yoolim Lee

Reported preliminary operating income of 89.4 trillion won (US$58 billion) in the three months through June, dwarfing its performance for all of 2025.

Analysts on average had projected 84.2 trillion won.

Revenue came to 171 trillion won, against the average estimate of 169.2 trillion won.

Lifted average DRAM selling prices more than 40% in the April-June quarter from the previous three months, while NAND prices jumped more than 50%.

Source: Bloomberg

https://www.theedgesingapore.com/news/r ... hip-demand

[behappyalways]

AI Exhaustion? Samsung Earnings Beat Expectations But Stock Abruptly Reverses Kneejerk Gains
https://www.zerohedge.com/markets/samsu ... erspective