尽管有政府调停，三星电子与其工会在5月13日仍未能就薪资协议达成一致，这增加了从5月21日起举行18天罢工的可能性。工会要求获得相当于营业利润15%的绩效奖金。
三星电子去年公布的营业利润为43.6万亿韩元，第一季度盈利激增至57.23万亿韩元。工会寻求获得相当于营业利润15%的绩效奖金并取消发放上限，而管理层则提出10%外加一次性补偿方案。
工会领袖崔承浩（Choi Seung-ho）在会谈后表示，双方分歧并未缩小，超过5万名员工可能在5月21日至6月7日期间参与罢工。他强调此次行动将保持合法。
政府承诺将积极支持双方继续对话。国务总理金民锡（Kim Min-seok）指示官员防止任何罢工发生，劳动部长官金英勋（Kim Young-hoon）表示，即使需要通宵达旦，谈判也必须进行下去。
水原地方法院已结束关于三星禁令请求的听证会，并将于5月20日前做出裁决。观察人士警告称，全面罢工可能导致超过40万亿韩元的经济损失。
社交平台X上的初步反应凸显了政府对经济风险的警告，并讨论了DRAM/NAND价格潜在上涨可能使美光（MU）等股票受益，以及三星罢工威胁引发的市场波动。
S.KOREA FINMIN: STRIKE AT SAMSUNG ELECTRONICS, IF HAPPENS, WILL HAVE SIGNIFICANT RISK TO GROWTH, EXPORTS, MARKETS - $MU $SNDK
— Hardik Shah (@AIStockSavvy) 2026年5月14日
The South Korean government warns of significant risks to growth, exports, and financial markets if the Samsung Electronics strike goes ahead. The government urges a swift resolution through negotiations.
— Tegu breaking news. (@tegufy_news) 2026年5月14日
$MU +4.34% to ~$810 with the Samsung Electronics 18-day general strike now eight days out and Jefferies pegging the realistic supply hit at ~3% of global memory output. That lands on a sold-out 2026 HBM book, HBM4 high-volume production already pulled in a quarter, and an analyst… pic.twitter.com/iBIqytQ0Po
— hiperwire (@hiperwire) 2026年5月14日
https://t.co/NmhADwPfpD - A Samsung factory strike may push DRAM and NAND prices even higher | TechSpot - #ComputerTalkRadio
— Benjamin Rockwell (@888nerd888) 2026年5月14日
$005930 STRIKE RISK IS GETTING FLAGGED, SOUTH KOREA FINANCE MINISTRY BASICALLY SAYING EXPORT PRESSURE COULD HIT SAMSUNG CHAINS. 🚨
— AlgoAlpha (@Real_AlgoAlpha) 2026年5月14日
15m is holding, but if that labor headline escalates, expect volatility before any clean breakout. pic.twitter.com/WxPbX6MTL7
由 AI 报道 AI 生成的图像
Wage negotiations between Samsung Electronics and its labor union collapsed on Wednesday, raising fears of a major strike starting May 21 involving more than 40,000 workers.
Samsung Electronics and its largest union failed to reach an agreement in government-mediated talks on May 18, heightening concerns over a planned strike.
由 AI 报道
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.
Samsung Biologics' labor union, on strike since Friday in its first-ever walkout, agreed to resume negotiations with management on Monday under mediation by the Jungbu regional employment and labor office. Around 2,800 of 4,000 unionized workers are participating as the action enters its third day, with the union planning to continue until Tuesday.
由 AI 报道
President Lee Jae Myung warned on April 30 that excessive labor union demands could harm unions and other workers, urging responsibility. The remarks came amid threats of an 18-day strike by a major Samsung Electronics union starting May 21. He stressed coexistence amid AI-driven changes.
Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.
由 AI 报道
The Kospi has crossed 8,000 for the first time under President Lee Jae Myung, driven by semiconductor gains and government reforms.