Samsung Electronics shares may face further underperformance against SK Hynix as
a potential workers’ strike raises concerns over earnings. While Samsung rose as
As much as 4.8%, SK Hynix surged 12%, widening their performance gap. Investors
remain positive on AI-driven memory demand but are wary of labor risks after
Samsung’s union threatened an 18-day strike starting May 21. Citigroup cut its
price target, citing potential profit impact from strike-related costs.
