Worker Tensions in Taiwan Are Rising at Micron. What This Means for MU Stock.

Micron Technology (MU) heads into its next earnings report with a labor dispute in Taiwan, adding a new risk for investors. Two unions representing about 10,000 workers at the company’s Taoyuan and Taichung facilities want changes to Micron Technology’s bonus system. In an August survey, more than 80% of participating union members supported strike action. However, the workers have not yet formally approved a walkout.

The dispute matters because Taiwan produced most of Micron Technology’s DRAM output in 2025, making these facilities important to the company’s global memory supply. At the same time, demand for AI servers, high-bandwidth memory, and data center DRAM has pushed the business higher. MU stock has gained about 243% this year, while fiscal third-quarter revenue rose to $41.46 billion from $9.3 billion a year earlier.