
Samsung Electronics plans to pay chip workers an average bonus of about $340,000 for the year as it shares windfall gains from a record AI-memory cycle. Leaked negotiating materials show memory-division staff were offered up to 607% bonuses worth about $477,000, while logic-chip employees on the foundry side were offered as little as 50%. The National Samsung Electronics Union has not accepted the offer and is preparing an 18-day walkout involving about 45,000 workers. Union representatives cite a retention crisis and demand compensation closer to $1 million, referencing SK Hynix profit-sharing payouts. The union also criticizes the bonus as a one-time payment rather than recurring profit sharing, leaving workers exposed in future downcycles.
"Samsung Electronics will pay its chip workers an average bonus of about $340,000 for the year, Bloomberg reported on Thursday, as the company tries to share out the windfall from a record AI-memory cycle and head off industrial action that could halt high-bandwidth memory production at peak demand. The offer has not, on the available reporting, satisfied the union. The 45,000-strong National Samsung Electronics Union is preparing for an 18-day walkout that would be the largest in semiconductor-industry history."
"Internal Samsung meeting transcripts show memory-division staff offered 607% bonuses worth roughly $477,000, while logic-chip employees on the foundry side have been told to expect as little as 50%. The disparity reflects the underlying business: Samsung's HBM3E and HBM4 lines are running flat-out into Nvidia, AMD and hyperscaler customer demand, while the foundry book has continued to lag TSMC and remains margin-pressured. Union representatives have called the gap a 'retention crisis the company cannot afford', on the same transcripts."
"The $340,000 average figure Bloomberg has carried is the blended-bonus number across the chip division. The worker position: the bonus is not enough. The union is pushing for compensation closer to $1m per employee, calibrated against SK Hynix's payouts of $900,000-$1m under that company's profit-sharing structure. The structural complaint is that Samsung's bonus is a one-time payout rather than a recurring profit-share, which exposes workers to the next downcycle while leaving the AI-cycle upside concentrated at the shareholder level."
Read at TNW | Samsung
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