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Analysis Samsung’s AI windfall turns labor into South Korea’s next chip-sector riskProfit-linked demands spread across strategic firms, raising questions about cost structures and investment discipline While recent debate around labor risk in South Korea has focused on the legal expansion of employer responsibility under the Yellow Envelope Act, tensions have emerged inside the country’s semiconductor sector due to the scale and concentration of profits generated by the global AI boom. At Samsung Electronics, union leaders have moved to escalate industrial action after securing strike rights, with plans for a prolonged walkout beginning in late May. Beyond base wage increases, workers are seeking structural changes to the company’s performance-based bonus system, including greater transparency, higher payouts and the removal of internal caps. The dispute is unfolding © Korea Risk Group. All rights reserved. |





