Wage Negotiations Break Down, Samsung Strike May Impact Memory Supply

According to foreign media reports, Samsung Electronics is facing the largest strike crisis since its founding. Due to the final breakdown of wage negotiations, the Joint Struggle Headquarters of the Samsung Electronics Union, representing approximately 89,000 employees—more than 60% of the company's total workforce—has announced that a company-wide strike vote will be held from March 9 to 18. If the vote passes, the union plans to hold a member rally on April 23 and launch an 18-day national general strike from May 21 to June 7. Currently, Samsung is fully committed to supplying HBM4 memory for NVIDIA's next-generation AI accelerators. A strike in May could significantly disrupt the shipment schedule, potentially leading to lower yields or reduced output.