Samsung Electronics narrowly avoided one of the most disruptive labor actions in semiconductor history. Around 47,000 workers — roughly 40% of Samsung’s South Korean workforce — had been set to strike from May 21 through June 7 over the company’s performance bonus system. JPMorgan estimated the disruption could cost between $14B and $20B in operating profit. At the 11th hour, Samsung and the union reached a tentative wage agreement, suspending the strike. Markets responded immediately: Samsung stock surged as much as 7.6% in Seoul, with the broader Kospi index up over 6%. For crypto, Samsung is a dominant NAND flash and HBM supplier for AI accelerators including Nvidia’s GPUs — any disruption to that supply chain would have rippled into AI infrastructure costs and, by extension, the AI/crypto sentiment complex. The union vote is scheduled for May 22–27, so the deal isn’t fully ratified yet, but markets are treating it as a near-certainty. The Samsung strike just got called off at the last minute — how exposed do you think crypto and AI infrastructure stocks actually are to semiconductor supply chain risks like this? Just sharing my thoughts. Not financial advice. DYOR. #RateHikesBackOnTable #SpaceXHolds18KBTC #NvidiaBeatsButDrops