Micron Taoyuan union wins strike rights, putting Taiwan memory supply at risk

01 · 3 hours ago
Micron Taoyuan union wins strike rights, putting Taiwan memory supply at risk
  • 1,994 of 2,258 Taoyuan union members, or 88.3%, voted in favor, clearing the 1,130-vote legal threshold by 864.
  • The union said it can call strikes at short notice if Micron's board produces no concrete result, and plans a Taipei rally on 19 Oct.
  • Taiwan holds more than 60% of Micron's production capacity, and industry sources say a stoppage would touch at least 15% of global memory supply.
  • Micron's customers posted US$32bn of financial commitments and committed to more than 75% of fiscal 2027 output, tightening the buffer against any stoppage.
  • Micron rose 4.1% to US$1,088.00 on 7 Oct, with the strike vote as the day's company-level catalyst.

Quotes

“Micron said it respects the legal process and will keep talking with both unions.”— Micron

Sources