[[Hanwha Aerospace]] — 리스크 — 2026-03-23 inbox 48813f

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Samsung union votes to strike, risking [[NVIDIA]] HBM4 supply disruption

원문

Samsung union votes to strike, risking Nvidia HBM4 supply disruption

[[Samsung Electronics]]' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.

관련 노트

• [[Samsung Electronics]]
• [[Hanwha Aerospace]]
• [[NVIDIA]]