Provenance Record

News-category (~1,454 words). Overview / What We Know (5 subsections: dispute / SK Hynix precedent / numbers / financial impact / talks) / What We Don't Know / Analysis structure. Notable strength: distinguishes one-time-bonus offer from institutionalized-formula demand, correctly identifies the institutionalization as the real obstacle. Internal link to February HBM4 commercial-start article (already in collection) used as legitimate context. Neutral framing throughout.

{"source-0":{"url":"https://www.tomshardware.com/tech-industry/samsungs-last-ditch-union-talks-collapse-eight-days-before-planned-18-day-chip-factory-strike","snapshot":"source-0.html.gz (Archive.org fallback)","status":"Tom's Hardware (via Archive.org). Verifies 17-hour mediation, 18-day strike framing, Kim Min-seok PM convening emergency meeting, 50% cap, 15% demand, 'one-time payment for 2026' Samsung position, Song Heon-jae 1T won/day estimate, JPMorgan 4T won estimate, Choi 'spent 16 out of 17 hours' quote."},"source-1":{"url":"https://fortune.com/2026/05/17/labor-strike-samsung-ai-hbm-chips-dividend-revolution-memory/","snapshot":"source-1.html.gz","status":"Fortune. Verifies 45,000 workers, 'largest in semi history' framing, 7% wage demand, 200 SK Hynix transfers, $460-477K per-worker payout (article uses upper bound $477K), $900K next-year projection, 35,000 SK Hynix workforce, HBM4 Feb 2026 + sold-out 2026 capacity, April 18% memory output drop, JPMorgan 2.1-3.5T won estimate, Shin Je-yoon 'losing market leadership' quote. NOTE: Article attributes '$169 billion in 2026 operating profit' to Fortune, but that explicit $169bn figure appears in The Next Web (source-3), not Fortune. Cite slip — filed correction."},"source-2":{"url":"https://gizmodo.com/imminent-samsung-strike-could-be-an-earthquake-for-ai-2000757819","snapshot":"source-2.html.gz","status":"Gizmodo. Verifies Giheung/Hwaseong/Pyeongtaek site list, $1T Samsung valuation + 11th-largest framing, 'almost 50-fold year-over-year rise in income from chips', SK Hynix 'three times' bonus differential, 58.1% foundry / 18% memory April drops, union 30 trillion won damage estimate."},"source-3":{"url":"https://thenextweb.com/news/samsung-union-strike-bonus-sk-hynix-precedent","snapshot":"source-3.html.gz","status":"The Next Web. Verifies 94% Q1 2026 chip-division share of operating profit, SK Hynix September 2025 cap removal + 10%/10-year commitment, Samsung's 13% one-time counter-offer framing. Also carries the '$169bn projected 2026 operating profit' figure that the article misattributes to Fortune."}}

Strong labor/industry coverage. Every quantitative specific and named quote verified verbatim across all 4 snapshots: 17-hour mediation, 18-day strike, 50% cap, 15% operating-profit demand, 7% wage demand, 'one-time payment for 2026' Samsung position, Song Heon-jae (Univ of Seoul) 1 trillion won/day estimate, JPMorgan 4 trillion won and 2.1-3.5 trillion won estimates, Choi 'spent 16 out of 17 hours' quote, Shin Je-yoon 'worried about losing market leadership amid fleeing customers and falling competitiveness' quote (Tom's Hardware / Fortune); 45,000 workers, 'largest in semiconductor history' framing, 200 transfers to SK Hynix, $477,000 per-worker SK Hynix payout, $900,000 next-year projection, 35,000 SK Hynix workforce, HBM4 February 2026 commercial start, sold-out 2026 capacity, April 18% memory output drop (Fortune); Giheung/Hwaseong/Pyeongtaek complexes, $1T valuation, 11th-largest by market cap, almost 50-fold YoY chip-income rise, 'three times' SK Hynix bonus differential, 58.1% April foundry drop, union 30 trillion won damage estimate (Gizmodo); 94% Q1 2026 chip operating profit, SK Hynix September 2025 cap removal + 10%/10-year commitment, Samsung's 13% one-time counter-offer (The Next Web). One cite slip: '$169 billion in 2026 operating profit' is attributed to Fortune but the $169bn figure actually appears in The Next Web ('$169bn of projected 2026 operating profit'). Same fact, wrong cite. Filed correction.