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' 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.
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Labor talks between Samsung Electronics and its union broke down on Wednesday, heightening fears of a strike scheduled for May 21. The presidential office vowed to support further dialogue.
Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
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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.
Owner family members of South Korea's large business groups earned an average of 2.7 billion won ($1.83 million) in salary last year, with Hanwha Group Chairman Kim Seung-youn topping the list at 24.8 billion won. Data compiled by corporate tracker CEO Score showed a 6.9 percent rise from the previous year for owner families. Employees, excluding executives, averaged 101.2 million won, up 11.1 percent.
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South Korean stocks ended a three-day winning streak on April 17 due to profit-taking, as investors awaited developments on a possible second round of U.S.-Iran peace talks. The benchmark KOSPI fell 0.55% to 6,191.92, while the won weakened to 1,483.5 against the dollar. This came amid positive signals from U.S. President Donald Trump on weekend negotiations.