Samsung’s planned 18-day strike starting May 21, 2026 is casting a long shadow over the global AI chip supply chain. With 45,000 workers expected to walk out, JPMorgan estimates Samsung could lose $14 billion to $20.79 billion in operating profit. The trigger is a widening bonus divide: memory chip employees were offered 607% bonuses, far higher than logic and foundry workers tied to AI processors for Nvidia and Tesla—reshaping labor tensions across the semiconductor ecosystem.
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