三星电子与其最大的工会将于周三上午恢复由政府主导的薪资调解谈判。此举旨在避免定于周四开始的为期18天的罢工。
韩国国家劳动关系委员会表示，经过近15个小时的谈判，会议于周三凌晨12:30休会。双方将于当地时间上午10点再次会面，任何达成的协议都将在不久后提交给工会进行投票。
工会要求取消年度奖金50%的上限，并将半导体营业利润的15%拨入奖金池。三星则提议今年发放一次性奖金，数额可能超过SK海力士的水平，但同时维持现有的奖金上限。
分析师警告称，如果罢工继续进行，可能会导致供应中断。KB证券分析师Jeff Kim估计，为期18天的罢工可能会使全球DRAM供应量减少3%至4%。韩国银行的一位官员表示，此举可能会使今年预计的2.0%经济增长率下降0.5个百分点。
X平台上的讨论主要围绕三星电子与工会为防止即将到来的罢工而重启的薪资调解谈判展开。讨论焦点包括工人对更高奖金的需求、供应中断对美光（Micron）等半导体股票的潜在市场影响，以及对更广泛行业影响的担忧。
Samsung Electronics and its union will return to the negotiating table at 10 a.m. Wednesday, after two days of deadlocked marathon talks failed to avert the threat of a general strike. https://t.co/3LhEA74RAM
— The Korea JoongAng Daily (@JoongAngDaily) 2026年5月20日
$MU down 6% yesterday to $681.
— Overdue Daily (@OverdueDaily) 2026年5月19日
Here’s why and why I’m not worried.
The selloff: Samsung strike fears, valuation concerns after a massive AI-driven run, and broader semiconductor profit taking.
The reality:
HBM capacity is sold out through 2026. Memory is no longer behaving as… pic.twitter.com/5gyZZwZJhi
$mu now that good portion of dumbasses are out… Samsung strike in next 2 days will absolutely light free under this as memory prices are about to explode with 38% global capacity offline and $nvda doing demand validation tomorrow $spy $qqq $dia $iwm $sndkhttps://t.co/fOeszxsz50 https://t.co/MWv8IiHx16 pic.twitter.com/Z5CkzXOZkW
— Conservative Investor (@EVInvestor21) 2026年5月19日
Samsung Union's 15% Bonus Demand Becomes Korea Inc. Benchmark - Seoul Economic Daily: Samsung Union's 15% Bonus Demand Becomes Korea Inc. Benchmark Seoul Economic Daily https://t.co/X1r5LxHxJM #AlternativeInvestments pic.twitter.com/OcCv4DsO7D
— AlphaMaven Hedge Funds (@AlphaMavenHF) 2026年5月19日
🔔 Semiconductor News in English | May 19, 2026
— Tai (@tai_semicon) 2026年5月19日
Samsung strike: courts protect chip lines. SEMIFIVE +137% YoY on AI ASIC demand. Ultra-low-power AI memory from Japanese labs.
👇 Full articlehttps://t.co/J2AOZrOwoo
由 AI 报道 AI 生成的图像
Samsung Electronics' labor union announced on Friday that it will resume wage negotiations with management next week. The decision follows the breakdown of initial talks over bonuses and acceptance of government mediation requests. Unionized workers had threatened an 18-day general strike starting May 21.
Samsung Electronics and its largest labor union reached a tentative wage agreement on May 20. The planned 18-day strike starting May 21 has been postponed.
由 AI 报道
Samsung Electronics and its labor union will resume government-led mediation talks on Monday, three days before a planned major strike.
Unionized workers at Samsung Electronics approved a wage agreement on May 27. The vote eased concerns about potential disruptions to the global supply chain.
由 AI 报道
A labor union at Kakao Corp. and the company's management failed to reach an agreement in a second round of mediation with the Gyeonggi Regional Labor Relations Commission on May 27. As a result, unionized members at the headquarters and four affiliates have secured the right to strike.
President Lee Jae Myung announced on June 29 massive investment plans by Samsung Electronics and SK Hynix totaling 800 trillion won for a new semiconductor cluster. The move is part of three megaprojects focused on semiconductors, physical AI and AI data centers.
由 AI 报道
Seoul stocks opened 1.2 percent higher on Friday as investors snapped up bargain-priced semiconductor shares following the previous session's sharp sell-off.