Employees at Samsung’s chip division were in high gear. And it is logical: your company is becoming gold thanks to the rise of data centers for AI. The demand for memory chips is extraordinary and that has caused Samsung’s market capitalization to skyrocket over a billion dollars. The company, yes, was being very selfish, but the threat of a strike He has made her see reason.
The bonus of the crisis. Samsung Electronics workers have ratified a multimillion-dollar compensation agreement. One that will see employees of the semiconductor division receive an average bonus estimated at 513 million won (about $340,000).
Agreement in extremis. The vote was approved by 74% of members of the majority union, and was closed in extremisbecause there were 90 minutes left before an indefinite strike began that threatened to paralyze this giant’s supply chains.
The risk was too high. This agreement avoids a scenario that would have been catastrophic for the AI industry. Samsung is the largest memory chip manufacturer in the worldand its modules power everything from mobile phones and electric vehicles to the GPUs used in AI data centers. Considering that the market is already stressed by the memory crisis and demand that far exceeds supply, adding this bottleneck would have had unforeseeable consequences.
Only Saudi Aramco surpasses Samsung in estimated operating profits for 2026. Source: Bloomberg.
Memory chips are pure gold. Samsung is on its way to close one of the most profitable years in its history, and its semiconductor division already indicated that its profits had multiplied by 48 in the first quarter of the year, an absolutely extraordinary figure. She is not the only one taking advantage of this phenomenon: SK Hynix and Micron They have broken the trillion-dollar market capitalization barrier for the first time.
Some so much and others so little. Although the agreement has avoided a logistical disaster, it has also caused a very uncomfortable situation internally. The bonuses are linked to the financial performance of each business unit, which means that the 28,000 members of the chip division have benefited significantly, but the rest of the company has not. The differences are clear:
- Engineers in that division will receive bonuses of up to 600 million won ($400,000). They will share 40% of the total allocated as bonuses.
- Personnel in divisions such as home appliances or telephony will receive a testimonial bonus of just 6 million won ($4,000). They share 60% of the bonus, but there are many more in number, about 260,000 in total.
The average salary of Samsung employees in 2025 was 158 million won (about $105,000) according to internal company information published in March.
Unions divided. This asymmetry of 100 to 1 has caused great tensions to appear between departments, and this has also been noted in the negotiation and conversations in the union. While the majority bloc (which included the majority of workers in the semiconductor division) supported the agreement with more than 80% of the votes, the secondary union, which brings together employees from other divisions, rejected the document with only 21% of votes in favor.
TM Roh takes action. The situation is so worrying that TM Roh, head of the device division, has sent an internal statement to try to calm things down. He has admitted that the results of the negotiation have left thousands of employees feeling “alienated, dispossessed and hurt by the company.” Top management has promised to monitor the conditions of each unit, but while Samsung has managed to control the chaos in its factories, it could have an even more disturbing problem on its hands.
Image | Wikimedia Commons (Choi Kwang-mo), IntelUnsplash (Liam Briese)
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