- Two unions representing about 10,000 workers at Micron's Taoyuan and Taichung fabs seek changes to the bonus system; more than 80% of surveyed members backed strike action in August, and mediation broke down Sept. 4.
- Taiwan produced most of Micron's DRAM output in 2025, making the fabs a critical node for global memory supply as AI server, HBM, and data-center DRAM demand runs hot.
- Micron reported record fiscal Q3 revenue of $41.46B, up from $9.3B a year earlier, with adjusted gross margin of 84.9%; fiscal Q4 guidance is about $50B revenue and adjusted EPS near $31.
- SK Hynix reached a revised bonus and wage agreement with its labor union, resolving a dispute that would have disrupted production.
Quotes
“Two unions representing about 10,000 workers at the company's Taoyuan and Taichung facilities want changes to Micron Technology's bonus system.”
“If Micron Technology does not bring a concrete proposal to meetings on Sept. 18 and Sept. 21, the union plans to hold a formal strike vote.”
“SK Hynix (SKHY) reached a revised bonus and wage agreement with its labor union, resolving a dispute that would have disrupted production.”