SK Hynix, Union Agree to Raise Cash Share of Profit Bonuses to 50%

The shift toward a larger cash component signals that labour at a critical memory supplier now has real leverage over how AI-driven windfalls are distributed, not just how much. That matters for the broader chip supply chain, where any production disruption at a top-two memory maker would ripple into pricing and availability. The open question is whether this cash-vs-equity split becomes a template for other chipmakers' union negotiations, and whether the ratified deal genuinely removes the production risk or merely defers it.