Samsung's semiconductor workers might have won their bonus-related battle but are now apparently headed towards losing the proverbial war, especially as Samsung doubles down on automation to extricate itself from the union's leverage.
Samsung's Data Sharing Eco Platform (DSEP) unlocks a viable pathway towards fully unmanned semiconductor fabs by 2030
Samsung has now established a data-sharing protocol, dubbed the Data Sharing Eco Platform (DSEP), where the idea is to share real-time semiconductor process data with select partners, while concurrently feeding it into an AI-based factory operating system to unlock complete automation by the end of the decade.
According to the South Korean publication ET News, as many as 60 partners - primarily equipment suppliers - have already signed up to Samsung's DSEP, with this number expected to balloon as time progresses.
The platform is multimodal, as in it not only shares relevant data snippets with Samsung's partners but also pools, analyzes, and then feeds the aggregated data into a bespoke AI model to extract practical insights into stabilizing yields, improving defect detection capabilities, and opening up access to new processes previously deemed to carry data security risks.
One practical benefit of the DSEP is its ability to speed up the diagnosis and repair of equipment previously deemed too sensitive to ship out of the fab, necessitating on-site visits by technicians from the relevant vendor. Now, with real-time data, vendors can quickly diagnose the issue and take remedial steps without disrupting the overall production cadence.
To further facilitate its goal of achieving complete automation by 2030, Samsung's semiconductor division is also establishing a High-Performance Computing (HPC) platform to provide the raw computing power for handling the large volume of data that DSEP is designed to collect, disseminate, and analyze.
At the other end of the spectrum, as Samsung's automation-related efforts gain steam, its unionized workers and engineers stand to lose leverage, especially after they recently held the entire conglomerate hostage for weeks, threatening disruptive strikes unless Samsung caved in to their bonus-related demands.
As we reported back in May, Samsung's agreement with its unionized workers will now see these workers take home a special performance bonus that is equal to 10.5 percent of the tech behemoth's annual operating profits, provided that such profits exceed 200 trillion won from 2026 to 2028 and 100 trillion won from 2029 to 2035.
In fact, based on the current expectations that Samsung will earn an operating profit of around 300 trillion won this year, each memory-focused employee stands to take home around 600 million won (~$400,000) in bonuses this year alone. This gravy train, however, might not last very long if Samsung's accelerating automation plans are anything to go by.
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