The union at Micron Technology's Taoyuan site in Taiwan said 1,994 members, 99% of those who voted, backed a strike. It wants a permanent profit-sharing arrangement and says the T$1 million (about $31,386) cash bonus Micron announced in September does not provide one. No strike date has been set; the union said it still hoped for a concrete proposal and called members to a rally in Taipei on October 19 that it said would not be a strike. Micron employs about 15,000 people in Taiwan, and its two unions represent more than 80% of them. The shares fell more than 2% in US premarket trading.
Why it matters for listed companies
Taiwan is where Micron makes much of its DRAM and the high-bandwidth memory that goes into AI servers, so a stoppage there would reach Nvidia-based server supply chains at a time when memory is already short. The money at issue is labour cost: a permanent share of operating profit paid out as bonuses would come out of margins in the company's most profitable period. Rivals SK hynix and Samsung make the same chips and would be the alternative suppliers; for now there is a mandate, not a strike, and talks continue with the separate Taichung union.
Euro in US dollars 1.1177 → 1.1208+0.0031 07 Oct 2026 → 15 Oct 2026 · ECB reference rate
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