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由于市场参与者关注三星电子不断升级的劳资冲突，该冲突可能会限制全球存储芯片的供应，美光科技的股价在周一的盘前交易中攀升。 Micron’s stock advanced 1.7% ahead of the market open.这一涨幅延续了令人印象深刻的反弹势头，推动这家半导体制造商的股价在过去 30 天里上涨了 75%，使其总市值突破了 8000 亿美元的门槛。美光科技 (Micron Technology, Inc.)、MU 与此同时，SK 海力士 (SK Hynix) 也大幅上涨，在韩国当地市场时段上涨 12%。三星自身股价上涨 6.3%。 The trio of semiconductor manufacturers has benefited from robust appetite for memory components utilized in artificial intelligence hardware. This sustained demand has driven pricing power throughout the industry. The pressing issue capturing market attention involves a scheduled work stoppage at Samsung.如果与企业领导层正在进行的讨论未能达成协议，这家电子巨头的劳工组织正在准备从 5 月 21 日到 6 月 7 日举行为期 18 天的罢工行动。 Samsung executives and union negotiators reconvened Monday under the supervision of the National Labor Relations Commission. As of Monday afternoon, the parties had not achieved a breakthrough.这些讨论代表了调解后谈判，构成了可能采取罢工行动之前的最后正式程序阶段。 Any settlement reached during this stage holds equivalent legal authority to a comprehensive collective bargaining contract. The central issue dividing the parties centers on Samsung’s compensation framework.劳工代表要求三星取消现有的奖金限制，并将营业收入的 15% 用于基于绩效的薪酬基金。根据利润预测，部分半导体部门员工在此安排下可能获得约 6 亿韩元的收入。公司领导层提出了另一种特别薪酬方案，但仍反对永久取消奖金上限，理由是担心这种结构的长期财务可持续性。如果停工按计划进行，代表大约 73,000 名成员的工会联盟预计将有 30,000 至 40,000 名工人参与。与 2024 年的罢工行动相比，这代表着更大的动员力度，当时的罢工行动仅吸引了约 32,000 名会员的约 15% 的参与。 Jefferies research suggests the strike could impact roughly 3% of worldwide memory semiconductor manufacturing output. JP Morgan’s analysis projects Samsung could experience an operating profit reduction exceeding 40 trillion won over the full year.三星产能的任何减少都可能为美光和 SK 海力士创造机会，这两家公司向重叠的客户群销售类似的产品。摩根大通半导体分析师 Mixo Das 在最近的研究评论中表示，预计到 2027 年，存储芯片的供需失衡将进一步扩大。出于对未来可用性限制的担忧，企业客户已经提前了采购订单。 Das projected that 2027 and 2028 could witness sustained expansion in both pricing and volume metrics across the sector.韩国劳动部长金英勋周一表示，谈判双方都致力于继续对话，将这一事态发展描述为建设性进展，同时认识到达成最终协议将带来相当大的挑战。