Samsung Strike Injunction, Hynix Accelerating Yongin Fab Build, LPDDR5X Demand, & More—Headline Review (Semis & IT Hardware)

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Samsung Strike Injunction, Hynix Accelerating Yongin Fab Build, LPDDR5X Demand, & More—Headline Review (Semis & IT Hardware)

Equity Research

Flash Comment — May 18, 2026

IT Hardware & Communications Networking

Semiconductors

Samsung Strike Injunction, Hynix Accelerating

Yongin Fab Build, LPDDR5X Demand, & More

—Headline Review (Semis & IT Hardware)

Our Call Aaron Rakers, CFA

In an effort to try to keep pace with the rapid news flow across our Semiconductor & IT Equity Analyst | Wells Fargo Securities, LLC

Aaron.Rakers@wellsfargo.com | 314-875-2508

Hardware universe, we summarize a few of the key headlines we saw this morning.

Jake Wilhelm, CFA, CPA

Associate Equity Analyst | Wells Fargo Securities, LLC

Initial Thoughts Jake.Wilhelm@wellsfargo.com | 314-875-2502

Michael Tsvetanov, CFA

1. S. Korean Court Injunction Against Samsung Union Strike as Union Rejects Current Associate Equity Analyst | Wells Fargo Securities, LLC

Proposals—Increasing Focus on Potential Memory Production Disruption Michael.Tsvetanov@wellsfargo.com | 314-875-2558

Richard Strifler, CFA• The S. Korean court has issued an injunction which limits the planned (5/21) strike by Associate Equity Analyst | Wells Fargo Securities, LLC

Samsung union members—with the court noting staffing levels required for safety Richard.Strifler@wellsfargo.com | 314-875-3234

maintenance, preventing damage to the facility, and maintaining product quality must

remain at normal levels.

• S. Korea's government has also reportedly noted it can utilize an emergency

arbitration order to prevent strike action for 30 days. Union reportedly planning to

continue strike if no deal is reached, but negotiations are back on the table. Fines are

planned to be issued for unions locking company facilities.