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[박종면칼럼] 반도체 초호황 속 삼성전자 위기론
Why it matters
While Samsung Electronics benefits from semiconductor boom with projected earnings exceeding 350 trillion won, the company faces an existential threat from internal organizational fracture. A compensation gap reaching 100x between memory and non-memory divisions undermines the 'One Samsung' integrated strategy, which is Samsung's core competitive advantage. Without decisive leadership to establish a unified compensation framework that recognizes cross-divisional collaboration—evident in complex products like HBM that require multiple departments—Samsung risks losing the cooperative momentum that built its competitive moat.
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Samsung ElectronicsHBMcompensation gapOne Samsunginternal conflict