In a strategic move to diminish its vulnerability during strike negotiations, Samsung has unveiled plans to utilize the Data Sharing Ecosystem Platform (DSEP) to realize its ambition of establishing a fully automated wafer factory by 2030. DSEP facilitates the real-time sharing of process data from wafer factories with equipment suppliers. This data is then fed into AI models for in-depth analysis and informed decision-making. The platform boasts multimodal interaction capabilities, enabling remote diagnosis of equipment malfunctions, optimization of production yields, enhancement of defect detection, and the exploration of previously inaccessible new processes. Consequently, this reduces the necessity for on-site technical personnel.
Presently, the initial cohort of equipment suppliers has already entered into contracts, with expectations of a broader adoption in the foreseeable future. Simultaneously, Samsung is in the process of constructing a high-performance computing (HPC) platform to furnish computational backing for DSEP. This initiative aims to diminish reliance on human labor and progressively attain complete automation across the entire production process.
This strategic shift was prompted by recent labor-management dynamics (referred to as "labor-management game theory" or "labor-management tug-of-war" if a more direct translation is preferred, though the original term is retained for precision). In May of this year, Samsung reached a consensus with the labor union, stipulating that if operating profits surpass KRW 200 trillion (approximately RMB 1.04 trillion) from 2026 to 2028, or KRW 100 trillion from 2029 to 2035, employees will be entitled to a special performance bonus equivalent to 10.5% of the operating profits.
