Samsung

May 29 (Asia Today) — Samsung Electronics said Friday it shipped samples of its seventh-generation high-bandwidth memory chip, HBM4E, for the first time, demonstrating its competitiveness in advanced semiconductor technology.

The shipment came three months after Samsung began mass shipments of HBM4 in February, raising expectations that the company could expand its share of the HBM market.

Samsung said it supplied 12-layer HBM4E samples to global customers. The company did not identify the customers, but industry officials said the samples were likely supplied to Nvidia, a major buyer of AI chips.

Samsung said the HBM4E shipment goes beyond an expansion of its product lineup and could strengthen the company’s supply capacity and technological edge in the global AI infrastructure market, which is expected to grow rapidly for years.

Samsung said HBM4E operates at 14 gigabits per second to 16 gigabits per second per pin, more than 20% faster than the previous generation. It provides bandwidth of 3.6 terabytes per second in a single stack, improving computing speed for large language models and next-generation AI systems.

The 12-layer HBM4E offers 48 gigabytes of capacity, more than 30% higher than the previous generation. Samsung said it plans to expand the lineup to 32 gigabytes, or eight layers, and 64 gigabytes, or 16 layers, to meet different customer service environments.

The new HBM4E uses Samsung’s 1c DRAM, a sixth-generation 10-nanometer-class DRAM process, and its own 4-nanometer foundry logic die. Samsung said the combination improves process stability, yield and mass production capability.

The company also said low-power design and packaging optimization improved energy efficiency by 16% and thermal resistance characteristics by more than 14% compared with the previous generation.

Samsung’s position in the HBM market is expected to strengthen because the company appears to have moved ahead of competitors in shipping samples. Earlier sample shipments could help Samsung secure customer volume in the next-generation AI memory market.

Samsung ranked second in the global HBM market with a 22% share in the fourth quarter of last year, behind SK hynix, which held 57%, according to Counterpoint Research. Samsung’s share was down sharply from 40% a year earlier, but analysts say its HBM4 mass shipment this year could help it recover.

Global customers have given positive reviews of Samsung’s HBM4 in speed, power efficiency and overall performance, industry officials said. Samsung’s HBM4 received the highest rating in a system-in-package test in December after demonstrating an industry-leading speed of 11.7 gigabits per second.

Analysts say HBM4E could move into mass production quickly because Samsung is already mass-producing HBM4 using the same combination of 1c DRAM and a 4-nanometer base die.

Market watchers also remain optimistic about Samsung’s HBM business.

“The memory market in 2027 is expected to face a deeper supply shortage, and price increases are also likely to gain momentum,” said Kim Dong-won, an analyst at KB Securities. “HBM prices are expected to rise more than 50% from a year earlier as negotiations reflect the narrowing margin gap with general-purpose DRAM.”

Hwang Sang-joon, executive vice president and head of memory development at Samsung Electronics, said the company completed the HBM4E sample supply without disruption after successfully starting HBM4 mass shipments.

“This has clearly imprinted Samsung Electronics’ unmatched technology leadership in the market,” Hwang said. “We will continue to strongly lead growth in the global AI memory market based on overwhelming technology leadership and preemptive investment in production infrastructure.”

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260529010008844

Samsung Electronics Co.’s unionized workers voted to approve a wage agreement that includes a substantial bonus package for chip workers, the union said Wednesday, easing concerns over potential disruptions to the global supply chain.

In the six-day vote, 73.7 percent of the 62,616 members of the tech giant’s two largest unions approved the tentative deal. The agreement was finalized after a majority of eligible voters took part in the vote and a majority voted in favor of the proposal.

Later in the day, the two sides signed the wage agreement, with management pledging to strengthen the company’s global competitiveness.

“Starting with the conclusion of this wage agreement, labor and management will work together as one to strengthen our global competitiveness,” Yeo Myeong-gu, head of the company’s Device Solutions division’s People Team, said in a press release.

The labor union and management reached the agreement just an hour before an 18-day strike was set to begin at the world’s top memory chipmaker last Thursday.

Labor and management had been deadlocked since late last year over performance-based bonuses tied to earnings from the company’s artificial intelligence (AI)-related semiconductor business amid the ongoing global memory chip boom.

Under the deal, Samsung will allocate a special semiconductor performance bonus equivalent to 10.5 percent of business performance earnings, without a cap.

The special bonuses will be paid in company stock over at least 10 years, based on targets for the chip division to achieve more than 200 trillion won (US$132 billion) in annual operating profit from 2026 to 2028 and 100 trillion won from 2029 to 2035.

Of the total bonus pool, 40 percent will be allocated to the division as a whole, while 60 percent will be distributed to individual business units.

Based on forecasts that Samsung’s operating profit could reach 300 trillion won this year, the agreement could translate into bonus payouts of up to 600 million won for each of the 28,000 employees in the company’s profitable chip division.

Following the signing, the company announced it will create a 5 trillion-won fund over the next five years to invest in future talent development and build an ecosystem supporting its suppliers and underprivileged groups.

“Over the next five years, we will raise a total of 5 trillion won to invest in win-win cooperation and building a healthy ecosystem, as well as nurturing future talent,” according to the statement attributed by company executives.

The move is widely seen as an effort to counter criticism that the company has been distributing massive profits from the semiconductor supercycle as excessive employee bonuses.

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Samsung Electronics Co. topped the smartphone markets in Central and South America, the Middle East and Southeast Asia in the first quarter on steady sales of its premium Galaxy S26 and budget Galaxy A series smartphones, industry data showed Monday.

According to the data compiled by industry tracker Omdia, Samsung Electronics sold some 12.9 million units of smartphones in the Central and South American market in the January-March period, accounting for 37 percent of the total 34.8 million smartphones sold there over the cited period.

Omdia said the performance was driven by solid sales of Galaxy A series smartphones as Samsung Electronics responded to market demand with a diversified product lineup.

In the Middle East market, where smartphone sales fell 6 percent on-year to 11 million units in the first quarter, Samsung Electronics led the market with a market share of 34 percent on strong demand for the latest Galaxy S26 and Galaxy A series smartphones.

The company also sold 4.6 million smartphones in the Southeast Asian market, accounting for 21 percent of all smartphones sold there in the first quarter.

Omdia said strong sales of the Galaxy S26 series, launched in January, and steady demand for the Galaxy A series helped Samsung Electronics expand its market share in Southeast Asia, where quarterly smartphone sales fell 9 percent from a year earlier.

Earlier, Omdia said Samsung Electronics ranked No. 1 in the global smartphone market in the first quarter with a 22 percent market share.

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May 22 (Asia Today) — Samsung Electronics labor unions began voting Thursday on a tentative wage agreement, but sharp divisions between the company’s semiconductor and device divisions are emerging as a major source of tension.

Choi Seung-ho, chairman of the Samsung Electronics branch of the Korean Metal Workers’ Union-affiliated Samsung Group labor organization, said he would hand over 2026 negotiations to the remaining union leadership and seek a confidence vote if the agreement is rejected.

“The union must follow the will of its members,” Choi said. “I will not change my direction.”

Samsung Electronics unions began voting on the tentative agreement at 2:12 p.m. Thursday. The vote will continue through Tuesday.

Attention is focused on whether growing conflict between the semiconductor-focused Device Solutions division and the Device Experience division, which oversees consumer electronics and mobile businesses, could affect the outcome.

Under the tentative agreement, employees in the semiconductor division are expected to receive large performance bonuses. Workers in the nonmemory semiconductor business could receive about 200 million won ($146,000), while memory semiconductor employees could receive up to 600 million won ($437,000).

By contrast, DX division employees are expected to receive company stock worth about 6 million won ($4,400). Additional performance bonuses also appear uncertain due to weaker business results this year.

Labor groups with many DX employees, including the Donghaeng union and the Suwon branch of the National Samsung Electronics Union, strongly criticized the agreement as rushed and overly centered on memory chip workers.

The Donghaeng union also claimed its members were excluded from the vote, raising concerns about voting rights.

The umbrella union organization said voting rights apply only to union members listed as of 2 p.m. Wednesday within labor groups participating in the joint bargaining body.

Donghaeng union officials, however, said the umbrella union had previously told member unions by email that all voting rights would be respected before later reversing its position.

The Donghaeng union reportedly grew from about 2,600 members to 12,000 members, most believed to be from the DX division.

Some DX employees argue the semiconductor division’s current profits were made possible in part because DX business performance supported companywide investment during weaker periods for semiconductors.

Complaints have also continued during negotiations that discussions were centered on the semiconductor division rather than the DX business. Some workers have even filed a court injunction seeking to invalidate the bargaining process.

For the agreement to pass, more than half of eligible union members must participate and a majority of votes cast must support the deal.

Samsung Electronics employs about 77,300 workers in the semiconductor division and about 51,700 in the DX division. The umbrella union has about 57,290 members, while the National Samsung Electronics Union has about 8,176 members.

If the agreement is rejected, negotiations would resume and the possibility of a strike could increase.

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260522010006743

May 17 (Asia Today) — Samsung Electronics management and labor representatives will return to the negotiating table Sunday for what industry officials describe as a critical final attempt to avoid a large-scale strike.

The talks are scheduled to take place Monday at South Korea’s Central Labor Relations Commission in Sejong, three days before the union’s planned walkout.

The negotiations come after talks collapsed Tuesday over disagreements surrounding the company’s bonus system.

Union officials have demanded that Samsung institutionalize a performance bonus formula based on 15% of operating profit and remove bonus caps. Management and labor have struggled to narrow differences over how bonuses should be calculated and disclosed.

The dispute has drawn national attention because of Samsung’s central role in South Korea’s economy and semiconductor industry.

Samsung Chairman Lee Jae-yong publicly called for renewed dialogue Friday while returning from an overseas business trip.

“We are one body, one family,” Lee said in a message to employees and union members. “This is the time to wisely combine our strength and move in the same direction.”

The union had previously insisted it would not resume talks before launching the strike, but changed course after Lee’s appeal and calls from the government for continued negotiations.

Samsung also replaced its lead management negotiator at the union’s request.

According to labor officials, the new representative, Yeo Myung-gu, head of the Device Solutions division’s people team, recently met with union leaders and urged cooperation for labor-management coexistence.

Business groups say both sides may need to compromise to prevent further disruption.

Industry officials say Samsung could improve transparency by more clearly disclosing how bonuses are calculated and funded, while the union may need to consider alternatives short of tying bonuses directly to operating profit.

One business official said the union’s demand reflects broader distrust over the transparency and predictability of Samsung’s current compensation system.

“If management can present an alternative that improves transparency and predictability, the union may need to remain open to compromise,” the official said.

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260518010004613Z

May 17 (Asia Today) — Samsung SDI invested more than 1 trillion won in facilities and research during the first quarter despite a slowdown in the global electric vehicle battery market.

The company spent 1.0243 trillion won ($733 million) on capital expenditures and research and development in the January-March period, according to its first-quarter report.

That was down from 1.1314 trillion won ($809 million) a year earlier, reflecting tighter spending controls amid weak battery demand.

Samsung SDI reported an operating loss of 155.6 billion won ($111 million) in the first quarter, though it reduced the deficit by 64%.

Research and development spending rose sharply to 434.8 billion won ($311 million), up 21.8% from 357 billion won ($255 million) a year earlier. R&D accounted for 12.2% of revenue.

Capital expenditures fell to 589.4 billion won ($421 million), down 23.9% from 774.4 billion won ($554 million) in the same period last year.

Battery industry analysts say Samsung SDI appears to be shifting its strategy from aggressive capacity expansion toward advanced technology development, including solid-state batteries and 46-millimeter cylindrical cells.

The book value of Samsung SDI’s assets under construction stood at 7.5205 trillion won ($5.38 billion) at the end of the first quarter, up about 330 billion won ($236 million) from the end of last year.

Samsung SDI is pursuing major overseas projects including a joint battery plant with General Motors in Indiana and a second joint plant with Stellantis.

A battery industry official said aggressive facility expansion during a downturn could increase fixed-cost pressure.

“Samsung SDI appears to be adjusting the speed of investment while focusing on high-value products and supply chain stability,” the official said.

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260517010004588

Samsung Electronics Co. and its labor union failed to reach a wage agreement Wednesday, raising concerns over a major strike later this month that could disrupt operations at the world’s largest memory chipmaker.

The breakdown came after two days of government-led mediation talks that had been viewed as a last-ditch effort to avert the strike scheduled for May 21.

Union and management have remained sharply divided over performance-based bonuses tied to the company’s earnings related to artificial intelligence (AI).

The union has demanded performance bonuses equivalent to 15 percent of operating profit, along with the removal of the payout cap and the formal institutionalization of the bonus system.

The management, meanwhile, proposed allocating 10 percent of operating profit to bonuses and offering a one-time special compensation package that it said exceeds industry standards.

“Because the differences between the labor union and management did not narrow, we requested mediation and waited for nearly 12 hours, but the proposal only worsened,” Choi Seung-ho, head of Samsung Electronics’ largest labor union, told reporters after the meeting at the National Labor Relations Commission office in the administrative city of Sejong.

Choi said some 41,000 unionized workers have expressed their intention to take part in the general strike, adding that the number could rise to more than 50,000.

“It is meaningless to wait any longer,” Choi said. “We do not plan to hold an illegal strike. We will proceed in a legitimate way.”

Choi added that the union now will focus on responding to Samsung’s request for an injunction restricting the union’s planned strike.

Later Wednesday, the Suwon District Court concluded a closed-door second hearing attended by about 30 people, including lawyers and officials from both sides.

During the hearing, the union argued that the strike would be carried out lawfully within a limited period and that it had no intention of illegally occupying company facilities, making an injunction unnecessary.

The court is expected to decide by May 20 whether to grant the injunction.

Following the breakdown in talks, Samsung Electronics expressed regret over the suspension of the mediation process, while pledging to continue efforts to engage in dialogue.

“The post-mediation process, which the government worked hard to arrange, unfortunately collapsed after the union declared negotiations broken down,” the company said in a press release. It, however, vowed to continue making sincere efforts until the very end to prevent the worst-case outcome from materializing.

The labor dispute at Samsung Electronics, the world’s largest memory chip maker and South Korea’s most valuable company, has raised concerns that a walkout could disrupt production and upend the semiconductor supply chain, as well as hurt the broader economy overall.

Observers say that if a full-scale strike takes place, losses to the South Korean economy, which is heavily dependent on exports, could exceed 40 trillion won (US$26.8 billion).

South Korea’s exports reached a record $219.9 billion in the first quarter of 2026, driven by strong global demand for AI data centers. Semiconductor exports were a major contributor, surging 139 percent from a year earlier to $78.5 billion as investment in AI-related servers accelerated.

Some observers have speculated that the government could invoke emergency arbitration powers to prevent further escalation.

Under South Korea’s labor laws, the labor minister may order emergency arbitration when industrial action is deemed likely to endanger public welfare or seriously harm the national economy.

If invoked, all strike actions would be prohibited for 30 days while mediation and arbitration procedures are conducted by the commission. Emergency arbitration powers have been exercised only four times in South Korea’s history.

A commission official declined to comment on the possibility, saying, “It is not something we are reviewing.”

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POP star Dua Lipa is suing Samsung for £11million after the tech giant allegedly used her face to sell £300 televisions without her permission.

A picture of the Levitating singer was on the packaging of Crystal 43in ultra-high- definition sets to promote its XITE Hits music channel.

In legal paperwork obtained by The Sun, Dua’s attorneys say she owns the copyright to the photo — taken backstage at a 2024 festival.

She claims it appeared on a “significant portion” of the tellies sold in the US — and her fans even flocked to buy them in the belief she had endorsed them.

The filing, made in the Central District of California Federal Court, reveals that Grammy- winner Dua is demanding a minimum $15million (£11million) in damages — but a jury could decide to award far more.

South Korean firm Samsung is said to have ignored several legal warnings from her team.

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Her lawyer Christine Lepera wrote: “Samsung used a copyrighted image of Ms. Lipa without authority or licence and prominently featured it on the front of boxes containing Samsung-manufactured televisions for retail sale.”

She added “The substantial revenue made on the sale is inextricably tied to the false message conveyed to consumers that Ms. Lipa has endorsed the Infringing Products when she has not.”

One fan is said to have put a photo of the box online with the caption: “I wasn’t even planning on buying a TV, but I saw the box so I decided to get it.”

Another in Miami who spotted it in a store wrote on Instagram: “I’d get that TV just because Dua is on it. That’s how obsessed I am.”

A third said: “I’ve always said if you need anything selling, just put a picture of Dua Lipa on it.”

Ms Lepera added that Dua would not have agreed a Samsung deal anyway as she is “highly selective in her commercial partnerships”.

The London-born star, 30, is one of the world’s biggest pop stars, cracking America and winning three Grammy Awards.

She has signed a number of advertising deals to take her net worth in excess of £100million.

Dua is the face of Nespresso, alongside George Clooney, and also the frontwoman for Yves Saint-Laurent’s beauty products.

In 2023, she signed a seven- figure package to become the face of sports car brand Porsche, and she is in a multi-year partnership with sportswear giant Puma.

Samsung had yet to file a defence to the court. Both Samsung and Dua Lipa’s legal firm, MSK, were asked to comment.

May 8 (Asia Today) — Samsung Electronics is expanding staffing for its Future Robotics Office as the company accelerates investment in robotics, one of its designated next-generation growth businesses.

The device experience division accepted internal applications for the robotics unit through Friday.

Samsung has identified robotics as a promising future business and has continued investing in the sector through mergers, acquisitions and internal development.

The Future Robotics Office was created in 2024 after Samsung became the largest shareholder in Rainbow Robotics, a South Korean robotics company. The unit was established to speed development of future robotics technologies, including humanoid robots.

During a conference call after its first-quarter earnings announcement, Samsung said the robotics unit, led by Oh Jun-ho, had built a foundation to catch up with leading companies in the field.

The company said it was also working to bring key parts production in-house and secure the ability to develop customized components. Samsung said it would pursue domestic and international partnerships and acquisitions while building its own technologies.

The hiring push comes as Samsung adjusts parts of its business in China, where profitability has weakened. The company recently decided to stop selling televisions and home appliances in China, while continuing businesses such as mobile devices, semiconductors and medical equipment.

The move reflects Samsung’s broader strategy of redirecting resources from weaker business areas toward new technologies and future growth engines.

Although Samsung’s device experience division is currently facing profitability pressure, the company is seeking to secure an early position in robotics, a market expected to expand in the coming years.

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260508010001789

May 4 (Asia Today) — A rift among Samsung Electronics labor unions is widening after a union representing many workers in the company’s device business withdrew from a joint wage negotiation front.

Industry officials said Monday that Samsung Electronics Union Donghaeng, led mainly by workers in the Device eXperience division, sent an official letter to two other unions announcing its withdrawal from the 2026 joint wage bargaining group.

The unions had formed a joint bargaining team in November for wage and collective agreement talks. After negotiations with management stalled, they reorganized the group as a joint struggle headquarters.

The Donghaeng union said it decided to break away because of failed communication and damaged trust among the unions.

“Even when we proposed agenda items for the rights and interests of all union members rather than a specific department, the two unions showed no response or willingness to discuss them,” the union said in the letter.

The union also said it had repeatedly been disparaged and labeled a “company-friendly union,” making it impossible to maintain a cooperative bargaining relationship.

The Donghaeng union has about 2,300 members, with about 70% from the Device eXperience division, which oversees Samsung’s TV, home appliance and smartphone businesses. The union plans to notify management Wednesday of its withdrawal and request separate negotiations.

It also plans to pursue independent activities, including sending letters to executives and staging one-person protests.

The split is expected to deepen tensions among Samsung Electronics unions. Internal criticism has grown that the Samsung Electronics branch of the Super-Enterprise Labor Union, which recently became the company’s majority union, has focused too heavily on performance bonus demands for the Device Solutions division, Samsung’s semiconductor business.

Membership in the Super-Enterprise Labor Union branch has fallen from more than 76,000 to the 74,000 range, and some employees have called for a new union representing only Device eXperience workers.

The joint struggle headquarters, now without the Donghaeng union, still plans to begin procedures for a full strike May 21. Participation by Donghaeng union members is expected to be decided individually.

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260504010000424

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

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

April 26 (Asia Today) — Thousands of young job seekers took part in Samsung’s flagship hiring exam over the weekend, highlighting continued demand for positions at South Korea’s largest conglomerate despite broader labor market challenges.

The test, known as the GSAT, was conducted Saturday and Sunday for applicants across 18 affiliates, including Samsung Electronics, Samsung SDI and Samsung Electro-Mechanics.

Often referred to as the “Samsung exam,” the GSAT is a standardized aptitude test used in the company’s large-scale recruitment system, which has been maintained for 70 years – the longest among major South Korean firms.

Samsung said the exam has been conducted online since 2020 following the COVID-19 pandemic, allowing candidates to take the test remotely using personal computers. The company conducted system checks in advance to ensure stable network and device conditions for all applicants.

While the exact number of test-takers was not disclosed, analysts said strong participation reflects the company’s global leadership and profitability, particularly amid a boom in the semiconductor sector.

Samsung began accepting applications in March and will proceed with interviews in May, followed by medical screenings before finalizing hires.

The conglomerate’s open recruitment system, introduced in 1957, remains unique among South Korea’s largest business groups. While many companies have shifted toward experienced hires, Samsung continues to offer regular entry-level recruitment twice a year, providing more predictable opportunities for graduates.

According to a 2025 survey by the Federation of Korean Industries, university students cited reduced entry-level hiring as the biggest challenge in job searches. Samsung’s continued use of open recruitment has helped sustain its reputation as one of the most desirable employers in the country.

Lee Jae-yong has repeatedly emphasized job creation and talent development, saying earlier this year that the company has capacity to expand hiring. He has also pledged continued investment in high-value industries alongside overseas expansion.

Samsung plans to continue recruiting talent in semiconductors, as well as emerging sectors such as artificial intelligence and biotechnology, as it seeks to strengthen its global competitiveness.

The GSAT was first introduced in 1995 under former chairman Lee Kun-hee, who called for an objective and globally competitive hiring system. Since then, other major South Korean companies have developed similar aptitude tests for recruitment.

— Reported by Asia Today; translated by UPI

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Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260426010008138