政府調停下的談判仍未能收窄分歧,三星電子最大工會保留5月21日起罷工18日的可能;實際產線衝擊要視乎參與人數、工種和公司應變。 工會核心訴求是分享更多利潤:要求把營業利潤15%撥入績效花紅、取消花紅派發上限;部分報道亦提到7%基本薪酬加幅。

Create a landscape editorial hero image for this Studio Global article: What caused Samsung Electronics’ labor negotiations with its largest union to collapse, what pay and bonus changes is the union demanding, w. Article summary: Samsung’s talks collapsed because management and its largest union could not agree on performance-based pay after government-mediated marathon negotiations. The union is pushing for a bigger profit-sharing pool and remov. Topic tags: general, general web, user generated. Reference image context from search candidates: Reference image 1: visual subject "## A union representing workers in Samsung's device division withdrew from a joint labor front, exposing internal tensions over bonus demands centered on the chip business. By Asia" source context "Samsung unions split over wage talks - UPI.com" Reference image 2: visual subject "## A union representing workers i
三星電子(Samsung Electronics)今次勞資爭議,已經唔係一般「加人工」糾紛咁簡單。原因係預期參與罷工嘅員工當中,有相當部分同公司晶片業務有關。[18] 政府調停後仍然談判破局,三星最大工會繼續保留由5月21日起罷工18日嘅可能,令市場擔心AI及其他晶片生產受阻。[
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今次談判破局,表面係薪酬協議傾唔成,核心其實係「績效花紅」點樣計、點樣分、上限幾多。報道指,勞資雙方在5月11日同12日經政府調停進行馬拉松式談判,但到5月13日仍未能達成薪酬協議。[7][
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Chosun 報道,三星現行超額利潤激勵制度嘅派發上限為年薪50%,工會要求取消呢個上限。[11] 《The Korea Times》則報道,工會要求公司將營業利潤15%撥作員工績效花紅,並取消派發上限。
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政府調停下的談判仍未能收窄分歧,三星電子最大工會保留5月21日起罷工18日的可能;實際產線衝擊要視乎參與人數、工種和公司應變。
政府調停下的談判仍未能收窄分歧,三星電子最大工會保留5月21日起罷工18日的可能;實際產線衝擊要視乎參與人數、工種和公司應變。 工會核心訴求是分享更多利潤:要求把營業利潤15%撥入績效花紅、取消花紅派發上限;部分報道亦提到7%基本薪酬加幅。
市場最關注三星的記憶體與AI相關晶片產出。報道指罷工或影響AI及其他晶片生產,但暫時未有足夠資料量化個別客戶會受幾大影響。
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開啟相關頁面Union demand for high bonuses based on record-high profits fails to draw public support Members of Samsung Electronics' labor unions stage a rally at the company's plant in Pyeongtaek, Gyeonggi Province, April 23, urging the company to remove a cap on perfo...
SEOUL, May 08 (AJP) - Samsung Electronics and its union agreed to meet next week to iron out differences and possibly avert a full-scale strike scheduled for May 21, after the South Korean government stepped in amid fears that labor unrest could undermine a...
Samsung Electronics labor union reiterates demands for 15% performance-based payout ... The largest labor union at Samsung Electronics on Monday reiterated its demand that the company allocate 15 percent of operating profit to employee performance-based bon...
管理層方面,有路透社報道引述工會代表 Choi Seung-ho 指,公司堅持把營業利潤10%撥入績效花紅池。[17] 換言之,雙方最大分歧唔只係「加幾多」,而係業務賺錢時,利潤應該點樣同員工分享。
工會訴求集中喺一件事:當半導體業務賺錢,員工應否攞到更大份額、同埋計算方式是否夠透明。
簡單講,今次拉鋸唔係單純爭一個固定加薪百分比,而係爭三星在晶片需求旺盛時,應該用乜公式分配利潤。
至於參與人數,唔同報道有唔同估計:路透社報道指,工會領袖預期超過50,000名員工會參與;《The Korea Times》則報道涉及超過40,000名員工,當中多數來自三星晶片製造部門。[7][
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呢啲數字要視為罷工前估算,唔等於最終首日實際出席人數。真正影響要睇有幾多人真係離開崗位、佢哋係咪關鍵技術人員、罷工維持幾耐,以及三星會否在最後一刻達成和解。《The Korea Times》亦指出,談判破局後仍有機會出現最後關頭協議。[18]
工會本身講法更直接。工會領袖 Choi Seung-ho 3月向路透社表示,如果工人罷工,預期會出現生產中斷。[12] 另一篇路透社報道則指,按工會領袖說法,罷工可能影響三星平澤半導體園區約一半產出。[
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不過,風險唔等於必然停產。實際衝擊仍有幾個變數:參與人數、參與者職能、三星能否安排後備人手、庫存水平、以及罷工會否按原定18日持續。
三星之所以備受關注,係因為佢係全球最大記憶體晶片生產商之一。路透社報道形容三星為全球最大記憶體晶片製造商,並警告罷工可能令全球半導體樽頸更嚴重;呢個樽頸本身已受AI數據中心需求強勁影響。[12]
對讀者嚟講,重點唔係三星一間公司嘅勞資新聞,而係記憶體供應是否會變得更緊。若三星記憶體產出受限,依賴記憶體嘅AI數據中心、伺服器、電腦、智能手機同汽車供應鏈,可能面對供應更緊或交付更難預測。相關報道亦把供應鏈憂慮同AI數據中心需求,以及汽車、電腦、智能手機等行業嘅外溢影響連繫起來。[12]
最大但書係:現有資料未足以量化實際減產、出貨延誤,或者個別AI客戶會受幾大影響。換句話講,風險存在,但客戶層面影響仍未清楚。
如果三星產出長時間受阻,買家自然可能更留意其他記憶體供應商。但呢個「可能有利對手」嘅情景,仲要睇庫存、客戶認證要求、以及三星出貨是否真係明顯下降。
SK Hynix 已經出現在今次勞資背景入面:路透社報道指,三星員工對同主要對手薪酬差距嘅不滿升溫,而 SK Hynix 接受薪酬改革後,亦推高三星工會動員勢頭。[14]
所以,短期或低參與度罷工未必會改變市場格局;但如果罷工持續時間長、又涉及大量關鍵晶片部門員工,對記憶體市場就會嚴重得多。
韓國政府介入,反映事件已超出單一公司內部糾紛。Aju Press 報道,政府在談判前介入,是因為憂慮勞資動盪會削弱三星呢個支撐韓國經濟同股市升勢嘅重要支柱。[4]
如果未能達成協議,工會計劃由5月21日起罷工18日。[22] 由於預期不少參與者同晶片業務有關,罷工可能干擾AI及其他晶片生產,並加劇記憶體晶片供應壓力。[
7][
12][
18] 但影響有幾大,仍要等實際參與人數、罷工持續時間同三星應變安排先會清楚。
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Samsung Electronics, S. Korean labor union fail to reach pay deal, strike looms SEOUL, May 13 : Samsung Electronics and its South Korean labor union failed to reach a pay deal on Wednesday, its union leader said, expecting over 50,000 workers would go ahead...
SEOUL, May 13 (Reuters) - Samsung Electronics and its South Korean labor union failed to reach a pay deal on Wednesday, its union leader said, ahead of a planned lengthy strike that threatens to disrupt production of AI and other chips. The impasse followed...
Samsung Electronics faces a strike threat for the first time in two years after wage and collective bargaining negotiations collapsed on the 3rd following failed mediation by the Central Labor Commission. The core issue is the cap on performance bonuses. Sa...
Pyeongtaek: The biggest workers' union at South Korea's Samsung Electronics has threatened to disrupt chip production as members vote on a plan to strike in May, its leader told Reuters.A strike at the world's largest maker of memory chips could worsen bott...
Samsung's unionised workers in South Korea approve strike plan Growing frustration among Samsung employees over a pay gap with key rivals drove a surge in union membership in the weeks after chipmaker SK Hynix accepted its union's demand for compensation...
Samsung Elec union threatens to walk out of pay talks if no mediation proposal SEOUL, May 12 (Reuters) - Samsung Electronics' labour union in South Korea said on Tuesday it would walk out of ongoing pay negotiations if no mediation proposal was offered w...
An additional round of wage negotiations between Samsung Electronics' management and labor unions has collapsed on Wednesday, with the dispute spiraling towards an 18-day strike starting May 21 involving more than 40,000 employees, mostly from the company's...
Samsung Elec, labour union fail to reach pay deal as strike looms SEOUL, May 13 : Samsung Electronics and its South Korean labour union failed to reach a pay deal on Wednesday, its union leader said, ahead of a planned lengthy strike that threatens to disru...
SEOUL, May 13 (Reuters) – Samsung Electronics and its South Korean labour union failed to reach a pay deal on Wednesday, its union leader said, ahead of a planned lengthy strike that threatens to disrupt production of AI and other chips. The un...
Samsung Electronics workers' strike plan would disrupt chip supply, union chief says If the workers fail to strike a deal, they plan to strike for 18 days from May 21, he said, adding that could affect about half the output at Samsung's sprawling semicondu...
Samsung Electronics is stuck in a scrap with workers over how to share the spoils from the AI-driven semiconductor surge. Unions are threatening a strike unless the chipmaker improves wages and bonuses. Two Samsung unions want the company to pay workers 15...