Samsung 18-Day Strike Could Cut-Off DRAM & NAND Output By Up To 4%, & Recovery Will Take 2-3 Weeks
… While 2-4% might seem like a small percentile value, in the current crisis, even a 1% disruption can lead to a major supply chain disruption. …
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Samsung Strike All Set To Go Ahead As Last-Minute Negotiations, The Threat Of A 100 Million Daily Fine, And Government Intervention All Fail [Update: Strike Averted]
… As for the global memory and consumer electronics spheres, further price pressures and relentless disruption appear to be the order of the day. …
Samsung Workers Threaten An 18-Day Strike Against Its Penny-Pinching Ways, Demand $30 Billion In Bonuses
… Related Story Anthropic’s Offhand Mention Of ‘Logic Chips’ Has The Korean Media Salivating Over A Samsung Foundry Tie-Up, Even As MediaTek Just Killed A Nearly Identical Rumor For obvious reasons, if Samsung's unionized workers do go on such a prolonged strike, this work hiatus would severely disru… …
Samsung's Dilemma Ahead Of Next Week's Union-Led Strike: Give In Or Absorb $20 Billion In Losses As Workers Jeer "Slave Contracts"
… Now, however, the latest 17-hour marathon round of negotiations between Samsung's management and its unionized workers has collapsed , setting the stage for widespread strike-led operational disruption starting from next Thursday, with 41,000 unionized workers having already expressed their intent … …
TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
TSMC's earnings call is scheduled for April 16, and one of the key factors the industry is watching is the potential consequence of supply chain disruptions, amid the Middle East crisis. …
Samsung Union Workers Approve The New Wage Deal With A 74% Majority, Cementing Bonuses Equal To 10.5% Of Operating Profit
In what comes as a huge relief for the upper echelons of Samsung's management, the company's unionized workers have just approved the proposed incentives-laden wage deal with an overwhelming majority, removing the threat of a prolonged strike and the attendant disruption in its production cadence. …
The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
… Asian Suppliers Are Heavily Dependent On Energy Imports From the Middle East, Creating Huge Long-Term Risks When we talk about the AI frenzy, several risks need to be addressed to ensure the pace doesn't slow down, and one of the major ones is supply chain disruptions. …
Samsung Braces For Unprecedented Chaos After Union Rally Knocks Out 58% Of Foundry Output In A Single Day
…Even so, Samsung workers appear to have won the latest round by successfully disrupting nearly a fifth of the output at the highly mechanized Samsung memory fabs as well as nearly three…
Samsung's Looming Union Strike Is Already Creating Mayhem, With DDR4 Spot Prices Jumping 20% In A Single Week In The World's Biggest Electronics Market
… Meanwhile, as we detailed earlier today, the latest 17-hour marathon round of negotiations between Samsung's management and its unionized workers has collapsed , setting the stage for widespread strike-led operational disruption starting from next Thursday, with 41,000 unionized workers having alre… …
Samsung Caves An Hour Before 18-Day Strike, Pledging 12% Of Profits And A "Humble Attitude" After Five Months Of Deadlock
… According to KB Securities, if just 30 to 40 percent of Samsung's union members were to participate in the strike, the global supply disruption could reach 3 to 4 percent for DRAM and 2 to 3 percent for NAND . …