Samsung Electronics Korea Union has confirmed that today's wage mediation talks with Samsung Electronics Korea have once again broken down. Starting tomorrow, 47,000 semiconductor workers at Samsung will launch an 18-day general strike (May 21–June 7). When the news broke earlier, the Korean stock market experienced a one-day circuit breaker, and the global chip and AI supply chain is now teetering on the edge. Global DRAM (the "working memory" for phones, computers, and servers, with Samsung holding 40%+ market share), NAND (storage space for hard drives/SSDs/phones, with Samsung holding 30%+), and HBM (high-speed memory for AI servers/GPUs, with Samsung holding 25%+, a critical need for NVIDIA/AI computing power). Supply shortages are intensifying, driving up costs across the entire chain of AI servers, storage, electronics, and automobiles. Stagflation expectations are rising again—will gold and $BTC showcase their safe-haven attributes this time?