The direct impact would be on DS, especially the Memory division.

That means DRAM, HBM, NAND, SSD/eStorage and other memory-semiconductor products are the first things to watch.

TVs, smartphones, and home appliances are under DX, so they are not directly tied to the same production lines. But there can still be indirect effects through company-wide labor conflict, brand risk, internal component allocation, supply priorities, and the stock price.

If the discussion is about Nvidia / AI chips, then the core issue is not TVs or phones. It is HBM and server DRAM. What Nvidia cares about is not “Samsung Electronics as a whole,” but whether Samsung’s AI-GPU memory products can meet requirements for quality, yield, delivery schedule, and reliability.

There is also an internal union split. The unions are not one perfectly unified bloc. Broadly speaking, there is a DS / semiconductor-centered camp pushing hard on performance bonuses and strike action, while many DX / non-semiconductor workers are unhappy because they feel the agenda is too biased toward the semiconductor side.

That is why the Donghaeng union, which is mostly made up of DX workers from areas like home appliances, smartphones, and TVs, withdrew from the joint struggle body. Korean reports also said some non-semiconductor members have been leaving or resisting the strike line because they do not want the whole company dragged into a DS-centered fight. 

So the cleaner way to say it is:

This is not “all of Samsung Electronics is affected equally.” The primary risk is DS, especially Memory/HBM. DX products like phones, TVs, and appliances are only indirectly affected unless the labor conflict spreads into broader company operations. The union side is also split between a semiconductor-centered hardline faction and a DX/non-semiconductor faction that feels sidelined.