dailypro2020

Samsung Electro-Mechanics Lands $1.04 Billion Silicon Capacitor Deal: The Hidden AI Chip Play Nobody's Talking About Seoul, May 20, 2026 — Samsung Electro-Mechanics (SEMCO) disclosed on Tuesday that it has signed a 1.557 trillion won ($1.04 billion) silicon capacitor supply contract with an undisclosed global customer — the largest single-component deal in the company's 53-year history. The contract, equivalent to 13.8% of SEMCO's 2025 consolidated revenue of approximately 11.3 trillion won, begins in 2027 and positions the company as a serious challenger in a component market that has been dominated by Japan's Murata and TDK for over a decade. The customer's identity was kept confidential at the buyer's request — a practice permitted under Korean disclosure rules when competitive sensitivity is at stake. Industry analysts pointed to NVIDIA, AMD, Intel, Google (TPU), and Amazon (Inferentia) as likely counterparties, given that silicon capacitors are essenti...

Samsung Electronics Braces for First Full-Scale Strike in 55 Years: 36,000 Workers Walk Out May 21 Seoul, May 20, 2026 — Samsung Electronics and its largest labor union failed to bridge a 3-percentage-point wage gap in second-stage mediation on Tuesday, triggering what will become the first full-scale strike in the company's 55-year history. Thirty-six thousand union members are set to walk off the job at 7 a.m. Wednesday, threatening production at the world's largest memory chipmaker — a company that supplies 41.3% of global DRAM and 35.6% of NAND flash. The stock market did not wait for the picket lines. Samsung shares tumbled as much as 4% intraday to 64,200 won before closing at 66,800 won, down 1.2%. In a single session, 8.5 trillion won ($5.7 billion) of market value vanished. Foreign ownership — the most closely watched barometer of institutional confidence in Korea's flagship company — slid to 48%, scraping near an all-time low and down from 53% just 12 months ...