Micron Taiwan Union Plans Strike Over Profit-Sharing, Raising Global DRAM Supply Concerns

Micron Technology's Taoyuan union in Taiwan announced a one-day warning strike for October 22, 2026, seeking a permanent profit-sharing system and 15% of operating profits for employees. Taiwan is a critical hub, producing 50-60% of Micron's chips, including high-bandwidth memory for AI servers. This action could disrupt global DRAM supply, impacting the tight memory market and potentially increasing company labor costs.