Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit

Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum Equities, discusses the looming labor strikes at Samsung Electronics. He says the strikes will be a "major negative" for the company and South Korea's economic growth, and highlights U.S.-based Micron and Chinese semiconductor company CXMT as potential beneficiaries of this scenario.