EP287. 三星電子521大罷工差點發生，勞資博奕為何引發全球大震盪？ ft.智原智庫創辦人王智立

from 數位時代 Business Next · host 數位時代 Business Next

由三星電子工會發起的大罷工，原本預計從5月21日開始連續18天，有近五萬員工將加入，如果成真將讓韓國今年經濟成長率減少0.5%，並讓已經吃緊的全球記憶體供應更瀕崩潰，衝擊範圍遠不止在韓國。最後一刻，政府介入強勢協調，勞資各退一步，但衝突還未結束。導火線來自去年下半年記憶體因缺貨而價格大漲，三星身為主要供應商受惠最大，獲利暴漲卻未增加給員工獎金，特別是對比同行SK海力士的慷慨，引發強烈不滿。長住韓國的半導體專家王智立觀察，韓國社會自古存在明顯貴族與平民階層差別，勞資雙方是這個階層的現代版本，被剝奪感也因此更明顯，尤其三星是家族企業，目前會長是第三代。工會並未取消罷工，只是改以投票來決定是否付諸行動。如果協商破裂而導致罷工，對台灣影響最大的不在半導體業，而是資通訊系統廠商，因為取得記憶體成本將再大幅上升，影響出貨量和毛利率。王智立分析，受益最大的除了SK海力士和美光這兩家記憶體公司，再來就是中國的長江和長芯這兩家，因缺貨而擴大產能搶佔市佔率。 Powered by Firstory Hosting

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EP287. 三星電子521大罷工差點發生，勞資博奕為何引發全球大震盪？ ft.智原智庫創辦人王智立

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