Taiwan's first chip strike: Micron workers walk out over AI profits

Micron's Taoyuan workers walked off the job at 9 a.m. Thursday in a 24-hour stoppage that Nikkei Asia reports is Taiwan's first-ever semiconductor strike. The fight is over how a U.S. memory maker riding an AI boom should split that windfall with the people running its Taiwan fabs.

Union members — 1,994 of them, 99% of ballots cast — voted to strike. Workers want a one-time fiscal-2026 bonus equal to about 83 months' salary, plus a permanent 15% share of quarterly operating profit. Micron's September offer of up to 68 months of pay was rejected as a one-off with no long-term formula.

Taiwan makes 50 to 60 percent of Micron's output, including the DRAM and high-bandwidth memory that go into AI servers. South Korea set the benchmark: Samsung's union tied bonuses to 10.5% of chip-division profit and SK Hynix to 10% uncapped. Micron's Taichung union signed its own deal on October 21, leaving Taoyuan alone on the picket line.