SemiPulse — Semiconductor Intelligence

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

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digitimes.com 2026-05-13

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

Samsung labor talks collapse as bonus dispute threatens chip output

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digitimes.com 2026-05-13

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.

Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

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digitimes.com 2026-05-13

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.

Samsung union demands bigger bonuses after criticizing HBM strategy - upi.com

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www.upi.com 2026-05-13 upi.com

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Samsung union demands bigger bonuses after HBM criticism - Let's Data Science

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letsdatascience.com 2026-05-13 Let's Data Science

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Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock - Barchart.com

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www.barchart.com 2026-05-13 Barchart.com

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Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000 - MarketBeat

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www.marketbeat.com 2026-05-12 MarketBeat

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Oracle Java to Power Samsung Electronics’ Global Semiconductor Development - Oracle

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www.oracle.com 2026-05-12 Oracle

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What Caused Samsung, Nvidia, And AMD Shares To Drop Sharply - NDTV

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www.ndtv.com 2026-05-12 NDTV

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Inside Oracle Java’s role in securing Samsung’s global chip development - Stock Titan

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www.stocktitan.net 2026-05-12 Stock Titan

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AI tax scare wipes out $300B: Why Samsung, Nvidia, and chip stocks fell - Investing.com

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www.investing.com 2026-05-12 Investing.com

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Samsung labor dispute rattles global supply chain

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digitimes.com 2026-05-12

Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry groups, and clients are now assessing contingency measures as mediation resumes, with potentially wide-ranging implications for production schedules, procurement stability, investor confidence, and the wider techno

Kostech System Nears Samsung Approval for HBM Peel-Off Tool Localization - thelec.net

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www.thelec.net 2026-05-12 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

Semiconductor Equipment HBM Technology Samsung Electronics Localization Semiconductor Manufacturing Chip Packaging Korean Semiconductor Memory Technology

Samsung and Qualcomm Achieve Industry-First Power Class 1 Validation for 5G Fixed Wireless Access on Virtualized RAN - samsung.com

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news.samsung.com 2026-05-11 samsung.com

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Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion

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tomshardware.com 2026-05-11 Luke James

The two sides are meeting through South Korea's National Labor Relations Commission after earlier rounds of mediation in February and March collapsed.

Semiconductor Industry Labor Dispute Chip Manufacturing Strike Risk Samsung Union Negotiations AI Chips Compensation Structure

Micron stock surges 6% on Samsung strike concerns, $1000 target - Investing.com

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www.investing.com 2026-05-11 Investing.com

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Micron, SK Hynix Stocks Surge. Thank Trouble at Samsung. -- Barrons.com - Moomoo

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www.moomoo.com 2026-05-11 Moomoo

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Micron and SK Hynix Stocks Jump as Samsung Strike Threats Create a Massive Global Chip Shortage - TipRanks

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www.tipranks.com 2026-05-11 TipRanks

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Micron, SK Hynix Stocks Rise. Thank Trouble at Samsung. - Barron's

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www.barrons.com 2026-05-11 Barron's

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