HBM
5 briefs
Samsung Workers Want 15% of the AI Boom. Management Says the Company Can't Afford It.
Samsung's union is threatening an 18-day strike starting May 21, demanding a share of the HBM windfall that helped drive Korea's GDP. The company says paying out would hurt competitiveness. One of them is right.
Samsung's Semiconductor Boom Is Tearing Its Union Apart
More than 2,500 non-chip workers quit Samsung's majority union in 10 days. The union is planning a strike over chip-division bonuses. Workers who don't make chips say they're being sacrificed for someone else's AI windfall.
The Workers Who Could Break the AI Boom
Samsung's largest-ever labor action threatens to disrupt HBM memory production at the exact moment AI chip demand has outpaced every forecast.
Samsung's Workers Want Their Cut of the AI Boom
Thirty thousand chip workers are threatening an 18-day strike over profit-sharing. Samsung's Q1 operating profit rose 755%. The math is not complicated. The power dynamic is.
Samsung's Record Quarter Is Funding Its Own Undoing
The union is demanding $30 billion in bonuses. The company says that wipes out its R&D budget. An 18-day strike in May could hand Micron and China the memory market.