$SSNLF may be the most undervalued semi stock

However, Samsung has two major problems:
A growing talent drain and an escalating union dispute
On the talent side, SK Hynix and $MU are becoming more aggressive in recruiting semiconductor workers
SK Hynix has strengthened its appeal with a compensation structure tied to profits, and $MU is actively targeting Korean memory talent through job postings, university recruiting events, and interviews. Samsung has also seen several senior people in design roles leave recently, which raises concerns about leadership gaps in areas like System LSI and chip design
On the labor side, Samsung’s union is demanding performance bonuses equal to 15% of this year’s operating profit and has threatened a general strike in May if management does not agree
The company is in a difficult position because both outcomes are costly. If Samsung accepts the union’s demands, management worries that such a large payout could crowd out future R&D and capex. If it refuses and a strike happens, production and customer confidence could be damaged