Samsung strike confirmed! Chip market shockwave incoming

格隆汇2026/03/18 09:30

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格隆汇 March 18丨According to China News Service, the already tight global chip market may face a "black swan" event in May. According to Yonhap News Agency, Samsung Electronics' labor union announced on the 18th that the results of the vote, which began on the 9th of this month, showed that the proposal for collective action was approved with a 93.1% support rate. As a result, the union will hold a general strike in May. Zhu Keli, founding president of the National Research Institute of New Economy, stated that the strike will inevitably have a significant impact on Samsung's chip production, especially affecting the capacity release of DRAM and NAND flash chips. Meanwhile, its advanced process wafer foundry business may also experience capacity fluctuations due to factors such as manpower allocation and production coordination. Zhang Yi, CEO and chief analyst of iiMedia Research Group, also said that the global supply of related products is expected to shrink significantly, and memory chips will enter a phase of structural shortage. Public information shows that Samsung, as the world's largest memory chip manufacturer, holds a market share as high as 43%. In the memory sector, DRAM products have a market share of up to 60%.

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October 9 - ** Shares of Australian Maas Group (MGH.AX) have fallen more than 27% so far this week and are set for their worst weekly performance if the downward trend continues. ** On Thursday, media reported that Firmus, backed by Nvidia, might reduce the size of its AUD 5 billion Australian IPO (link), sparking investor concerns and leading to a 30% plunge in shares of construction services provider MGH. ** MGH holds a 3.2% stake in this AI data center operator. ** MGH suspended trading on Friday (link), pending an announcement related to Firmus. Firmus has shelved its AUD 5 billion listing plan due to market volatility and conditions. ** Before the suspension, MGH's shares had already fallen over 8% this year. (For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. This automated translation may contain inaccuracies or omit the desired context; Reuters does not guarantee the accuracy of automated translations and provides them solely for reader convenience. Reuters accepts no liability for any harm or loss caused by the use of automated translations.)

路透社•2026/10/09 01:26

Apple to launch dual products in October: First touch-screen MacBook and new iPad mini to debut simultaneously

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华尔街见闻•2026/10/09 01:01

BUZZ - Driven by active trading, the Australian Securities Exchange (ASX) is on track for its best week in two months

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路透社•2026/10/09 00:56