삼성전자, '파업 대비' 반도체 생산 축소 고려…"100兆 손실 가능"

Samsung's impending semiconductor strike could incur losses exceeding 100 trillion won, with real impact lasting months beyond the negotiated 18 days due to continuous 24/7 production requirements and necessary pre- and post-strike adjustments. The greater threat is permanent customer defection and supply chain damage—once customers switch to competitors for reliability, they rarely return, potentially crippling Samsung's competitive position in the critical AI chip market. Beyond immediate financial losses, damaged quality reputation and trust could result in irreversible market share loss during a crucial AI chip competition period.