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Samsung Electronics labor talks break down, strike fears rise
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Wage negotiations between Samsung Electronics and its labor union collapsed on Wednesday, raising fears of a major strike starting May 21 involving more than 40,000 workers.
Produsen chip asal Korea Selatan, Samsung dan SK Hynix, melaporkan total laba gabungan sebesar $59,7 miliar untuk kuartal Maret 2026. Angka tersebut melampaui total pendapatan gabungan seluruh perusahaan India yang terdaftar di bursa pada kuartal mana pun sebelumnya. Tingginya permintaan chip memori yang terkait dengan kecerdasan buatan menjadi pendorong utama hasil tersebut.
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South Korean stocks opened at a fresh record high on Monday, boosted by semiconductor gains even as concerns mounted over a potential breakdown in the US-Iran peace deal.
SenseTime, perusahaan AI asal Tiongkok yang berada di bawah sanksi AS, meluncurkan SenseNova U1 pada hari Selasa. Menurut perusahaan tersebut, model sumber terbuka ini menghasilkan dan menafsirkan gambar lebih cepat daripada kompetitor terkemuka asal AS. Model ini dioptimalkan untuk cip buatan Tiongkok di tengah pembatasan akses terhadap teknologi canggih.
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Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.
South Korea's exports surged 49.4 percent year-on-year to $50.4 billion in the first 20 days of April, driven by robust semiconductor demand, Korea Customs Service data showed Tuesday. Imports rose 17.7 percent to $39.9 billion, yielding a $10.4 billion trade surplus.
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Semiconductor programs tied to Samsung Electronics and SK hynix posted an average competition rate of 7.16 to 1 in the 2026 regular admissions cycle, surpassing the 6 to 1 average across 39 medical schools nationwide, Jongro Academy reported. Top programs like Hanyang University's Department of Semiconductor Engineering reached 11.8 to 1. The shift reflects growing appeal amid strong industry compensation, including SK hynix's record bonuses.
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