memory

Samsung faces setback in AI memory race amid labor tensions

Samsung Electronics union members hold placards with the words ‘Abolish upper limit’ during a protest outside the company’s semiconductor plant in Pyeongtaek, South Korea, 23 April 2026. The union has announced plans to launch an 18-day general strike from 21 May to 07 June, which could result in losses for the company of up to 30 trillion won (17.34 billion euros). Photo by HAN MYUNG-GU / EPA

April 26 (Asia Today) — South Korea’s race for dominance in high-bandwidth memory, a key component for artificial intelligence chips, is diverging as SK hynix consolidates its lead while Samsung Electronics faces mounting labor tensions.

Industry analysts say the competition is increasingly defined not just by technology, but by timing – with early execution and customer alignment proving decisive in securing long-term market share.

SK hynix recently received a corporate innovation award from the Institute of Electrical and Electronics Engineers, recognizing its leadership in developing and mass-producing successive generations of HBM chips. The company has capitalized on surging demand driven by AI computing, strengthening partnerships with major global clients.

SK hynix is rapidly expanding sales of its HBM3E products while simultaneously preparing for next-generation HBM4, supplying samples to key customers and advancing toward mass production. Analysts say early validation and supply relationships formed at this stage are likely to shape long-term market positioning.

In contrast, Samsung is attempting to close the gap through its own HBM4 development but faces internal challenges. Labor disputes over performance-based bonuses have escalated, with unions warning of a general strike. Industry observers say the tensions could affect not only production but also research, development and customer engagement.

HBM products require close collaboration with customers on customized designs and process validation, making speed of initial response a critical factor. Delays in testing or supply can lead to lost contracts, while early entry into supply chains often results in long-term partnerships.

Analysts warn that Samsung’s internal disruptions could weaken its ability to respond during what they describe as a “golden time” in the rapidly expanding AI semiconductor market. If supply stability and development pace falter, customers may shift toward multi-vendor strategies, potentially solidifying SK hynix’s advantage.

Experts also point to structural issues behind repeated labor disputes, including disagreements over performance-based compensation. They suggest moving beyond short-term negotiations toward a more transparent system based on objective metrics such as return on invested capital, total shareholder return and economic value added.

Such reforms, they say, could help prevent prolonged conflicts and support the company’s competitiveness in a fast-moving global market.

— Reported by Asia Today; translated by UPI

© Asia Today. Unauthorized reproduction or redistribution prohibited.

Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260427010008233

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Aaron Ramsey: Ex-Wales captain runs London Marathon in memory of ‘amazing’ young boy

Now his playing days are done, Ramsey is aiming to make it as a coach.

He has most of his qualifications and has already had a taste of senior management, having taken charge of his boyhood club Cardiff City for three games at the end of last season as they were relegated from the Championship.

Having since been a part of Wales head coach Craig Bellamy’s staff in an unofficial capacity, Ramsey is being touted for a bright future.

“[I]100% want to go into coaching. That’s something that really excites me,” he says.

“I had that experience with Cardiff and loved it, even though the circumstances were difficult. I felt like I got a really good reaction from the team.

“I’ve been in the Welsh camps now with Bellers and his incredible staff as well, and I’ve worked with Cardiff’s Under-18s.

“We’ll just have to see which opportunities may arise soon and we’ll go from there.”

First, Ramsey has a marathon to run.

Ceri Menai-Davis, who has run the London Marathon before, reckons Ramsey has raised more than £25,000 for his charity – and that is before you count donations for Sunday’s race.

They have been friends for more than a decade and Ramsey’s shows of support for the charity – as well as his fundraising – include the butterfly symbol he used as a goal celebration during his career.

On Sunday, the most powerful reminder of Hugh’s life will be his father’s huge physical effort – and his son’s shoes draped around his shoulders.

“He was the most amazing, brave, courageous young boy,” Ceri says. “The reason I do marathons is, just before Hugh died, I stupidly put myself in for a marathon in 2021.

“I never thought I’d get in but I got in, started training for it and Hugh never got to see me run that marathon because I did it two weeks after he died, and we buried him the next day with my medal.

“Last year I carried a 22-kilo rucksack, which was the weight Hugh was when he passed away. That was to display what grief weighs on you as a parent.

“This year, with Hugh’s shoes, he walked into hospital in these shoes and sadly never came out. I wanted him to cheer me on when I did it in 2021 but sadly he never did.

“I did Paris with his shoes. He never got to see Paris so I showed him the Eiffel Tower and we had a chat all the way round. In London, he’ll be there with me on my shoulders and we’ll cross the finish line together.”

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