Samsung Electronics & Western Digital

Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.

Western Digital: Fell up to 10.8% in a single session; still up over 170% year-to-date.

Samsung Electronics: Samsung Electronics shares soared after its union suspended industrial action following a tentative pay agreement, averting a major strike. This positive development contributed to the rally in South Korean markets and global chip supply confidence.

Western Digital: Western Digital's stock was up more than 3% as the semiconductor sector recovered.

Samsung Electronics: Samsung Electronics, another major memory chip producer, saw its stock rise due to the increased demand for memory chips in the AI market, joining the trillion-dollar valuation club.

Western Digital: Western Digital, a storage and memory peer, saw its stock jump following Micron Technology's strong results, benefiting from the overall positive sentiment in the chip market.

Samsung Electronics: Reported record profit but fell short of high expectations. Stock experienced extreme volatility in the KOSPI.

Western Digital: Benefited from AI memory demand.

Samsung Electronics: Samsung is a major memory maker and competitor, benefiting from the same supply shortage but also facing cyclical risks.

Western Digital: Western Digital spun off Western Digital — Sandisk in 2025, and its stock has benefited indirectly from the memory boom, though it is less directly exposed to the NAND shortage.

Samsung Electronics: Samsung Electronics' shares gained in South Korea, contributing to the Kospi's record surge.

Western Digital: Western Digital shares popped, benefiting from the upbeat chip outlook.