The RAM shortage could get even worse if Samsung labor protests cut production
… According to AP News, an estimated 40,000 union members attended a rally on Thursday outside Samsung’s Pyeongtaek, South Korea chip manufacturing facility. …
… According to AP News, an estimated 40,000 union members attended a rally on Thursday outside Samsung’s Pyeongtaek, South Korea chip manufacturing facility. …
… Profits “border on the unthinkable” For economists, labor analysts, and policymakers studying AI’s effects on the economy, the Samsung dispute is not a conventional wage negotiation, but “one of the most significant labor actions we have seen,” Adrian Brown, chief executive of Windfall Trust think … …
… They estimate that allocating 10% to 15% of operating profit as performance bonuses and raising base salaries by 5% would generate KRW 21 trillion to KRW 39 trillion $14.3 billion to $26.5 billion in additional labor costs above current projections. …
… Samsung said it regretted the outcome and would continue seeking dialogue. “We spent 16 out of the 17 hours of mediation simply waiting around,” Choi said, according to Korea JoongAng Daily . “We declared the negotiations over because management kept extending the mediation without making any meani… …
… Similar News Stories Samsung to make 2nm Tesla AI6 chips at a loss, considers the order a 'blessing in disguise' Samsung rumored to have cancelled bleeding-edge 1.4nm process to shift focus Apple is reportedly eyeing Intel and Samsung foundries for its A21 chips as TSMC supply constraints tighten T… …
… Samsung has been ramping up production in other areas, taking advantage of falling labor costs as Chinese labor markets have become relatively more expensive. …
… Geopolitical Factors Further Complicate Components Manufacturing and Shipping Though their impact on RAM costs isn’t as significant as the AI industry’s, President Trump’s tariffs and escalating global tensions have certainly exacerbated soaring RAM costs. …
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… In the United States, Apple would never be able to source the necessary skilled labor at the scale and cost currently available in countries like India, China, and Vietnam. …
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