BYD — 리스크 — 2026-03-23 inbox f3dec5

260322 rss 모음

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

• [[260308_삼성전자_리스크]]
• [[260321_BYD_시장]]
• [[260323_Tesla_리스크]]
• [[260323_삼성전자_리스크]]
• [[260313_삼성전자_리스크]]
• [[Samsung Electronics]]
• [[NVIDIA]]