Micron Technology shares fell more than 2% in pre-market trading. Two major labor unions in Taiwan representing nearly 10,000 employees are threatening to strike.
Workers are demanding a reform of the company’s bonus system. The unions argue current compensation fails to reflect surging profits driven by AI-related demand.
Taiwan hosts Micron’s largest manufacturing footprint with seven production facilities. These sites account for approximately 65% of the company’s total DRAM chip output. A work stoppage threatens to disrupt the global memory chip supply chain.