Micron Technology is facing a potential strike in Taiwan after union members at its Taoyuan and Taichung facilities moved into preparation mode, with reported support from as many as 80% of employees. On Sept. 1, the company issued a statement saying it will pay the highest performance bonus in its history this year, with details of its Incentive Pay Plan, or IPP, due in October.
Union support builds at Micron’s Taiwan plants
The report said AI-driven demand has pushed DRAM and HBM demand sharply higher, while memory supply gaps continue to widen. Micron’s revenue and profit have repeatedly hit new highs in recent years. Even so, employees have complained that profit-sharing levels have not kept pace with peers such as Samsung Electronics and SK Hynix.
Micron Taiwan’s union said it has entered a state of readiness. Unions at the company’s Taoyuan and Taichung plants are preparing strike action, and the share of employees backing the move was reported to be as high as 80%.
The report said a strike at Micron’s Taiwan operations could disrupt HBM and DRAM supply and add pressure for downstream AI server and chip customers. It also noted that Samsung Electronics faced a similar labor dispute a few months ago, also tied to comparisons with SK Hynix’s bonus and benefits packages.
Micron says IPP details will come in October
In its Sept. 1 statement, Micron said employees’ hard work and contributions are the foundation of the company’s success. It added that this year’s performance payout will be the largest in the company’s history.
The company said details of the IPP will be announced in October. Before then, it said it will continue communicating with employees through existing channels and will respect all relevant legal procedures.
The statement did not include any specific figures.
Mehrotra appears by video at SEMICON Taiwan 2026
SEMICON Taiwan 2026 opened on Sept. 2. Ahead of the event, Taiwan’s Ministry of Economic Affairs held the Supply Chain Summit Forum. Micron CEO Sanjay Mehrotra did not travel to Taiwan in person, but delivered remarks through a pre-recorded video.
At the summit, President Lai Ching-te presented Mehrotra with the Ministry of Economic Affairs Professional Medal in recognition of his contribution to Micron’s long-term investment in Taiwan. Micron Taiwan Chairman Lu Tung-hui accepted the award on his behalf.
Micron calls Taiwan one of its most important manufacturing bases
In the video, Mehrotra said Micron Taiwan started 30 years ago as a small office and has since become one of the company’s largest and most advanced manufacturing sites worldwide. He said Micron employs more than 15,000 people in Taiwan and is focused on HBM research and mass production there.
He also said Micron maintains close cooperation with Taiwan Semiconductor Manufacturing Co. (TSMC) in advanced packaging and logic integration, and is working with customers and partners including MediaTek and Asus to supply memory solutions for AI infrastructure.
Mehrotra said, 「The entire supply chain must work in coordination to succeed. Micron will continue building the memory capacity the world needs on this dynamic island of Taiwan.」
He also described Taiwan as one of Micron’s most important manufacturing bases globally.