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Strike Confirmed for May. What Impact Will It Have on the Semiconductor Industry?","url":"https://stock-news.laohu8.com/highlight/detail?id=2620235226","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620235226?lang=en_us&edition=fundamental","pubTime":"2026-03-18 16:43","pubTimestamp":1773823406,"startTime":"0","endTime":"0","summary":"TradingKey - According to Yonhap News Agency, the Samsung Electronics union announced on the 18th that a vote conducted since the 9th of this month resulted in a 93.1% approval rate for a collective action proposal. Consequently, the union will launch a general strike in May.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20251024/Samsung4-3f5e4491c2b9462d85c821643c796441.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/Samsung4-3f5e4491c2b9462d85c821643c796441.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/261693406-samsung-strike-semiconductors-chips-supply-chain-tsmc-micron-sk-hynix-pricing-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4512","LU2089284900.SGD","LU2860962120.EUR","LU2111349929.HKD","LU2471134523.USD","LU2106854487.HKD","LU2237443622.USD","LU0124676726.USD","LU0823414551.USD","LU0109392836.USD","LU0572939691.SGD","LU2357125470.USD","TSMU","BK4605","BK4527","SGXZ99366536.SGD","LU1037948541.HKD","IE00BZ199S13.USD","LU2471134952.CNY","BK4602","LU1712237335.SGD","LU2458330243.SGD","IE00B5TLWC47.USD","LU0082616367.USD","LU2089283258.USD","LU0823421416.USD","LU2506951792.HKD","BK4554","BK4526","LU2023250504.SGD","LU0965509010.AUD","IE00BHPRN162.USD","TSMG","IE0004445239.USD","LU0823421333.USD","LU1282649067.USD","STSM","LU0488056044.USD","LU0541502299.USD","LU0878004406.USD","LU0823414478.USD","IE00BKPKM429.USD","BK4550","BK4591","LU0861579265.USD","LU1211504680.USD","LU2491050071.SGD","LU1989772923.USD","LU0353189680.USD","IE00BFXG0V08.USD","IE00BD6J9T35.USD","LU2211815571.USD","LU1989764748.USD","LU2458330169.SGD","LU2087625088.SGD","LU1868837722.USD","LU2133065610.SGD","LU1623119135.USD","LU0158827948.USD","IE00BQXX3F31.USD","TSM","LU0359202008.SGD","LU0353189763.USD","LU0359201612.USD","BK4141","LU2360106780.USD","IE00BYQQ9H92.USD","LU0289960550.SGD","SGXZ81514606.USD","IE0004086264.USD","LU1023057109.AUD","LU2237443978.SGD","IE00B3M56506.USD","LU2237443549.SGD","BK4581","LU2063271972.USD","LU0384037296.USD","LU0719512351.SGD","SG9999004220.SGD","LU0889565833.HKD","TSMX","LU0889566641.SGD","BK4588","LU1989772840.SGD","BK4505","BK4534","LU2298321311.HKD","TSMZ","LU2237443382.USD","LU2663582299.SGD","LU0316494557.USD","LU1803068979.SGD","SG9999000418.SGD","LU2271345857.HKD","LU0882747503.HKD","LU0175139822.USD","LU1934455277.USD","LU2294711713.HKD","LU1934455863.HKD","LU0158827781.USD","03145","IE00BQXX3C00.GBP","BK4533","LU0238689110.USD","LU0965509283.SGD","LU2054465674.USD","LU1852331112.SGD","LU2250418816.HKD","LU1989764664.SGD","LU2360108059.USD","LU2491050154.USD","LU2092937221.SGD","LU2211814178.USD","LU0541501648.USD","LU0792757196.USD","LU0264606111.USD","LU0689626769.HKD","BK4585","LU0323591593.USD","LU0965509101.SGD","LU2028103732.USD","LU2471134879.HKD","LU0878005551.USD","LU2360032135.SGD","SGXZ51526630.SGD","LU1934455194.USD","LU2041044095.USD","LU0359201885.HKD","LU2125154778.USD","LU2023251221.USD","TSMY","LU0642271901.SGD","LU1508157978.USD","BK4543","LU2750360997.AUD","BK4503","LU1868837565.USD","LU0143863784.USD","LU1316542783.SGD","LU1974910355.USD","LU2491049909.HKD","LU1267930813.SGD","LU0056508442.USD","BK4532","LU1282649810.SGD","LU2125154935.USD","IE00BQXX3D17.EUR","LU0965508806.USD","LU2750360641.GBP","LU2543165471.USD","LU0345770993.USD","LU0572940350.SGD","BK4548","LU0345770308.USD","LU2471134796.USD","LU0094547139.USD","LU0143863198.USD","LU2247934214.USD","BK4612","LU0198837287.USD","IE0004091025.USD","LU1868838027.USD","LU1917777945.USD","LU0348723411.USD","LU2249611893.SGD","LU1037948897.HKD"],"gpt_icon":1},{"id":"2620288521","title":"Taiwan May Be More Vulnerable Than South Korea to Mideast Disruptions -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2620288521","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620288521?lang=en_us&edition=fundamental","pubTime":"2026-03-18 10:08","pubTimestamp":1773799680,"startTime":"0","endTime":"0","summary":"0207 GMT - Taiwan's semiconductor industry could be more vulnerable to disruptions in Middle Eastern energy supplies than South Korea, Barclays economists say. The Iran conflict, now in its third week, poses a tail risk to the two Asian semiconductor powerhouses, economists led by Bum Ki Son write in a note. As stable power is critical for chip-making, South Korea appears better positioned than Taiwan to ramp up nuclear power, they say. While Taiwan's top chip maker, TSMC, accounts for 10% of the island's electricity use, South Korea's Samsung Electronics and SK Hynix together use about 5% of the country's total, they say. Taiwan holds more than 100 days of oil reserves versus 208 days for South Korea, they add. 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Micron, Samsung, SK Hynix: Who Is the Best HBM Pick? Memory Supercycle: Where Are the Opportunities in Taiwan Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2620479134","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620479134?lang=en_us&edition=fundamental","pubTime":"2026-03-18 00:05","pubTimestamp":1773763535,"startTime":"0","endTime":"0","summary":"TradingKey - Since 2026, AI infrastructure spending has expanded rapidly. Amid limited new capacity, the memory industry has entered a \"super cycle.\" Benefiting from this trend, memory stocks have seen broad gains this year: Micron (MU) has risen 54%, while Korea-listed Samsung and SK Hynix have climbed 57% and 49%, respectively. How should investors approach memory stocks in 2026? What are the key metrics for evaluation? Is there still \"undervalued territory\" among the HBM Big Three? Which Taiwan-listed stocks will benefit from the memory 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Investor Rotates Chip Stakes: Slashes TSM, Loads Up On Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2620782614","media":"Benzinga","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620782614?lang=en_us&edition=fundamental","pubTime":"2026-03-17 21:36","pubTimestamp":1773754560,"startTime":"0","endTime":"0","summary":"Daniel Loeb shifted semiconductor bets from Taiwan Semiconductor to NVIDIA, reflecting the growing focus on AI investments, open-source AI models, and next-gen 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Wild Swing: AI Fears Meet Big Upside Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=2619124097","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619124097?lang=en_us&edition=fundamental","pubTime":"2026-03-14 23:02","pubTimestamp":1773500560,"startTime":"0","endTime":"0","summary":"TSMC ( ($TSM) ) has been popular among investors this week. Here is a recap of the key news on this stock. TSMC shares have been volatile, swinging...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/tsmcs-wild-swing-ai-fears-meet-big-upside-bets?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/tsmcs-wild-swing-ai-fears-meet-big-upside-bets?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU0965509101.SGD","BK4532","TSMU","SGXZ81514606.USD","LU2249611893.SGD","BK4505","IE00BHPRN162.USD","BK4548","LU0359202008.SGD","LU2471134796.USD","LU2028103732.USD","LU1868837722.USD","03145","LU2271345857.HKD","LU0353189680.USD","LU2087625088.SGD","TSMG","TSMX","LU2106854487.HKD","LU0541501648.USD","LU0384037296.USD","BK4533","LU0823421416.USD","LU2237443622.USD","TSM","LU2023250504.SGD","LU1934455194.USD","SG9999000418.SGD","LU0158827781.USD","LU0642271901.SGD","TSMZ","LU0965509283.SGD","LU2663582299.SGD","LU2491050071.SGD","LU1023057109.AUD","LU2360106780.USD","LU1917777945.USD","LU0143863198.USD","IE00BQXX3C00.GBP","LU1316542783.SGD","LU2506951792.HKD","LU2092937221.SGD","STSM","LU1934455863.HKD","LU2237443549.SGD","LU1852331112.SGD","SGXZ51526630.SGD","TSMY","LU0289960550.SGD","LU2211814178.USD"],"gpt_icon":0},{"id":"2619141045","title":"Foreign Stocks Are Reeling. 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Despite recovering a bit in recent days, foreign stocks are down an average 5% since the bombs and missiles started flying on Feb. 28, whereas the S&P 500 index has declined only 1%.\"It's still a valuation story,\" says Khang. \"In general, developed markets look more attractive compared with the U.S.\" And the war isn't upending th","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1629966141.USD","LU1035773651.USD","LU2111349929.HKD","LU1188198961.HKD","UL","IE000M9KFDE8.USD","HTCD.SI","WMT","LU0516423091.SGD","LU0211331839.USD","RHHBY","LU2663582299.SGD","TSMY","LU1880383440.USD","LU2125910849.SGD","STSM","TCHmain","TSMX","03145","SG9999001051.SGD","LU0231483743.USD","LU1282651121.HKD","LU2092937221.SGD","LU1224444064.USD","LU2294711713.HKD","LU2125910500.SGD","LU2008162690.USD","LU2237443549.SGD","LU1439103000.SGD","LU2750360641.GBP","WMTI","LU0106259558.USD","03165","IE00BZ08YS42.EUR","TSMU","ULVR.UK","HK0000320264.USD","LU2462611646.USD","TSMZ","LU0469268626.HKD","LU1037948541.HKD","UN","IE00BQXX3F31.USD","IE00BHPRN162.USD","LU2045819591.USD","TSMG","LU0203347892.USD"],"gpt_icon":1},{"id":"1171601325","title":"Three Mainland Companies Make the List! Global Foundry Rankings for Q4 2025 Announced","url":"https://stock-news.laohu8.com/highlight/detail?id=1171601325","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171601325?lang=en_us&edition=fundamental","pubTime":"2026-03-14 09:10","pubTimestamp":1773450633,"startTime":"0","endTime":"0","summary":"The revenue ranking of the world's top ten semiconductor foundries for the fourth quarter of 2025 has been released. Taiwan Semiconductor Manufacturing (TSM) maintained its leading position with...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0143863784.USD","BK4602","LU2211814178.USD","IE00BHPRN162.USD","LU2063271972.USD","LU1064131003.USD","LU2211815571.USD","LU0158827781.USD","LU0323591593.USD","BK4503","LU2294711713.HKD","LU1282649067.USD","LU2471134879.HKD","LU2357125470.USD","IE00B3M56506.USD","LU1023057109.AUD","LU0965508806.USD","SGXZ81514606.USD","LU0238689110.USD","BK4548","LU0541501648.USD","IE00BFXG0V08.USD","LU0572939691.SGD","TSM","LU0689626769.HKD","LU0889566641.SGD","LU2237443549.SGD","LU0882747503.HKD","TSMX","LU1868837565.USD","LU2471134523.USD","LU0348723411.USD","LU2237443382.USD","LU1989764664.SGD","SGXZ99366536.SGD","LU1064130708.USD","LU2023250504.SGD","LU0345770308.USD","IE0004086264.USD","BK4141","LU0359202008.SGD","LU2106854487.HKD","IE00B5TLWC47.USD","BK4591","LU2491050071.SGD","LU2041044095.USD","LU2237443622.USD","BK4581","BK4612","LU0572940350.SGD","IE00BD6J9T35.USD","LU0823421333.USD","LU2054465674.USD","LU2750360997.AUD","LU1037948897.HKD","BK4605","LU2133065610.SGD","LU1267930813.SGD","LU0719512351.SGD","LU2028103732.USD","IE00BQXX3F31.USD","LU0124676726.USD","LU2087625088.SGD","LU1803068979.SGD","LU2471134796.USD","LU2111349929.HKD","LU1037948541.HKD","LU2458330169.SGD","TSMG","BK4534","LU2298321311.HKD","LU2092937221.SGD","LU1934455194.USD","LU0889565833.HKD","LU2237443978.SGD","BK4527","LU0488056044.USD","LU0384037296.USD","LU0316494557.USD","IE00BYQQ9H92.USD","LU1917777945.USD","BK4588","LU0878004406.USD","LU0345770993.USD","LU2023251221.USD","LU0353189763.USD","LU0965509010.AUD","LU1989772923.USD","LU2089284900.SGD","LU0143863198.USD","LU0094547139.USD","LU2360106780.USD","LU2491049909.HKD","LU0359201885.HKD","LU1989772840.SGD","LU2543165471.USD","LU1974910355.USD","LU2860962120.EUR","BK4526","LU2271345857.HKD","SG9999004220.SGD","LU2360032135.SGD","LU1211504680.USD","BK4532","LU0056508442.USD","LU2471134952.CNY","LU0175139822.USD","LU0965509101.SGD","TSMY","LU2247934214.USD","688981","BK4550","LU1868837722.USD","LU2250418816.HKD","SGXZ49509284.SGD","LU0082616367.USD","LU0198837287.USD","LU0359201612.USD","IE0004445239.USD","BK4543","LU2360108059.USD","SG9999000418.SGD","IE00BQXX3C00.GBP","LU2125154778.USD","LU2663582299.SGD","BK4554","LU0878005551.USD","LU1712237335.SGD","LU0109392836.USD","LU0792757196.USD","STSM","LU0541502299.USD","LU2458330243.SGD","SGXZ51526630.SGD","LU2089283258.USD","SGXZ81163826.USD","LU2750360641.GBP","LU1508157978.USD","LU0158827948.USD","LU0353189680.USD","BK4505","LU0965509283.SGD","LU1934455863.HKD","LU2506951792.HKD","LU2491050154.USD","LU0264606111.USD","LU1934455277.USD","LU0823414551.USD","IE00BZ199S13.USD","LU0861579265.USD","LU2249611893.SGD","LU0823421416.USD","LU1852331112.SGD","BK4512","LU1623119135.USD","LU2125154935.USD","03145","IE00BKPKM429.USD","LU2148510915.USD","LU0642271901.SGD","BK4585","BK4533","IE00BQXX3D17.EUR","LU1282649810.SGD","LU1316542783.SGD","IE0004091025.USD","LU0823414478.USD","LU1868838027.USD","TSMZ","LU0289960550.SGD","LU1989764748.USD","BK0214","TSMU"],"gpt_icon":1},{"id":"2619149185","title":"What Does Micron Do? Micron Continues to Increase Investment in Taiwan to Become \"Taiwan Micron\"? A Look at Taiwan \"Micron Concept Stocks\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2619149185","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619149185?lang=en_us&edition=fundamental","pubTime":"2026-03-14 08:03","pubTimestamp":1773446635,"startTime":"0","endTime":"0","summary":"As Micron positions Taiwan as its DRAM Center of Excellence and gradually shifts its HBM production focus to the region, will Taiwan’s semiconductor industry benefit? Amid the 2026 tariff fallout, why is Micron acquiring PSMC’s facilities instead of divesting? This article provides an in-depth analysis of the strategic alignment between Micron, TSMC, and PSMC, while identifying the Taiwanese semiconductor supply chain players poised to benefit.","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260313/micron-44f1fc16e61a47f0a4d6b8efc254e562.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260313/micron-44f1fc16e61a47f0a4d6b8efc254e562.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/261681009-micron-mu-stock-chip-hbm-dram-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDY","TSMX","TSMY","HBM","DIPS","MULL","NVDX","AI","NVD2.UK","NVDS.UK","NVD","IE000W1ABFV2.USD","3NVD.UK","ANV","AIYY","NVDQ","SOXX","2NVD.UK","NVII","STSM","USD","NVDS","NVDW","NVDB","NVD3.UK","MU","VGT","MUD","NVIW.SI","LU0124676726.USD","TSMG","SNVD.UK","LU2462157665.USD","TSMU","LU1366192091.USD","IE00B3SWFQ91.USD","NVDD","03145","NVDU","NVDG","TSMZ","LU2108987350.USD","LU2543165471.USD"],"gpt_icon":1},{"id":"2619112792","title":"The Iran War Could Upend AI. Here's How. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2619112792","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619112792?lang=en_us&edition=fundamental","pubTime":"2026-03-14 02:49","pubTimestamp":1773427740,"startTime":"0","endTime":"0","summary":"If the war in Iran drags on, every sector is going to feel the bite, including tech. The key issues will be the supply of raw materials, interest rates, and a possible cyberwar.Most of the focus has been on petroleum because about a fifth of the world's supply goes through the Strait of Hormuz in the Persian Gulf, which is effectively closed for now. Much of the world's chips and electronics are manufactured in China, Taiwan, and South Korea, and these countries are heavily dependent on Gulf energy, including liquefied natural gas for electricity generation.The reaction has been swift for tech stocks in Taiwan and Korea. The American depositary shares of Taiwan Semiconductor Manufacturing are down 10% since hostilities broke out at the end of last month. Taiwan Semi is the world's top chip manufacturer and the nexus of all artificial-intelligence progress. It produces the most advanced chips in the world for customers like Nvidia, Apple, and Advanced Micro Devices. And, while it's 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