A strike at a key South Korean supplier of semiconductor test parts is dragging on, hurting the company but handing business to rivals in Taiwan and Japan.

• Workers at Leeno Industrial have been on strike since late July, costing the company roughly $1.5 million a day.
• Leeno makes the metal probes and sockets used to test chips, with Nvidia, Qualcomm and Broadcom among its customers.
• The company has told some customers it cannot deliver on time and advised them to buy elsewhere.
• Orders are moving to Taiwan's Winway and Japan's Yamaichi and Yokoo, a win for those suppliers.
• Leeno cannot take new orders at all right now, so the damage to customer trust may outlast the strike itself.

Outlook: The lost business could stretch into next year, with Taiwanese and Japanese competitors keeping the customers they pick up.