SK Hynix Union Preparatory Group Hits 4,000 Members Amid Bonus Dispute

Labor unrest at SK Hynix escalates as 4,000 workers join a new union prep group. Analysts warn potential production line disruptions could hinder HBM4 expansion and NVIDIA supply chains.

Woofun AI reports that labor-management negotiations at SK Hynix remain deadlocked regarding the distribution of performance bonuses via company stock. A preparatory committee for a new unified union has enrolled approximately 4,000 employees, representing 11.6% of the total workforce.

Market analysts indicate that if disputes extend to manufacturing lines, uncertainty surrounding SK Hynix's HBM production expansion in the second half of the year could rise. The company commenced mass production and shipments of HBM4 in the second quarter, with output increases planned later this year. While operations remain unaffected currently, escalating tensions at manufacturing sites may pressure supply schedules for key clients such as NVIDIA.