Labor
Samsung Averts Strike as AI Chip Profits Reshape Labor Leverage
Last-minute labor deal exposes structural tension between semiconductor supply chain stability and worker demands for AI-driven productivity gains.
Samsung chip strike set to disrupt $20 billion in memory supply as AI infrastructure demand peaks
An 18-day walkout starting May 21 threatens 3-4% of global DRAM production at the worst possible moment for AI chipmakers.
Samsung Strike Threat Exposes Critical Fragility in Global AI Chip Supply
South Korea's largest union and the world's leading memory chipmaker enter final negotiations Monday as government warns of $67 billion economic damage and invokes national security powers.
Samsung Strike Threatens Memory Supply as HBM Competition Intensifies
Unionized workers approve 18-day strike plan at world's largest chipmaker, risking production disruption during critical AI infrastructure buildout.