Micron Taiwan’s union at its Taoyuan plant rejected a package including an NT$1 million “appreciation bonus” for all workers and threatened to strike, media report, saying it wants a 15% profit-sharing system for when the company is profitable and reasonable safeguards during down cycles. Union officials were reportedly unhappy that Micron issued a press release about its proposed package instead of reaching a deal via talks. $MU #semiconductors#

Fire at Vanguard (VIS) Fab 3 in Taoyuan, Taiwan last night. A rooftop mechanical room on the 4-story fab caught fire ~11:30pm local and was extinguished in under an hour. 200+ night-shift workers evacuated, no injuries. Fortunately, the fire was in a rooftop facility room, physically separated from the cleanroom and tools. Equipment was back up and running normally within 2 hours, and initial damage assessment is minimal. Fab 3 runs Vanguard's most popular 130-250nm processes, mainly for mobile and server PMICs, accounting for 20-25% of the company's 8-inch capacity. More serious damage to the fab would have caused significant disruption to Vanguard's operations.

Micron faces a strike at one Taiwan location, Taoyuan, after mediation talks with the union there collapsed, media report. The union said it will move forward with a strike vote since Micron failed to address the issue employees care most about, a profit-sharing system, which the union remains open to discuss. Micron's talks with another union in Taichung will resume Oct. 22 (10/22). $MU #semiconductors#

$MU Taiwan Union Moves Toward Strike Vote Micron’s Taiwan labor dispute is escalating after a second mediation meeting failed on September 21. The Taoyuan union plans to hold a strike vote over disagreements concerning profit-sharing and employee bonuses The union previously proposed allocating 15% of operating profit to employee profit-sharing. Micron announced a NT$1 million ($31,544) one-time bonus on September 11, but the union criticized the decision for being made without prior consultation Micron says it cannot commit to financial changes before its September 30 earnings release and October 9 board meeting. A separate mediation session with its Taichung union is scheduled for October 22

$6510.TW (中華精測）Targets 2–3x Capacity as AI Raises Testing Requirements Economic Daily News aims to expand total capacity to two to three times its current level by 2027. The expansion includes a new Taoyuan plant as its product mix shifts toward AI, HPC and ASIC test interfaces. Higher currents and tighter signal-integrity requirements could increase demand for higher-value MEMS probe cards and test boards. If delivered on schedule, the added capacity would give more room to serve that shift. Sources

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I went and read the Chinese version of the Micron story. The wire was accurate. The translation was not. Reuters on Friday: Micron's Taiwan workers to get rewards worth up to 68 months of pay. It went everywhere. Someone with fifty thousand views called it fake news. It is not fake. But two things in the Chinese original did not make the trip. First, the unit. The company's figure reads 整體薪酬, total compensation. Taiwan production staff get 35 to 68 months of total comp, meaning base pay and bonus and stock added together. In English that became rewards worth up to 68 months of pay, which reads as a bonus on top of salary. Same number, different thing. Second, the counterparty answered, and the answer was no. The same day, in Chinese, the union called it no different from the insulting bonuses handed out before, and said that if the company still does not address its demands the union will keep moving toward a strike. The strike option has not been withdrawn. The numbers underneath it. The union asked for a one-off FY26 bonus of about 83 months of salary, on top of pay. From FY27 it wants the Incentive Pay Plan scrapped and replaced with 15 percent of operating profit, paid quarterly, benchmarked openly against peers. In its own words, what it is fighting for is not more bonus or more stock, but a fair share of the result and protection by a system when the cycle turns. Scale: about 15,000 staff across Taoyuan and Taichung, close to 10,000 of them union members, and an August ballot in which over 80 percent of voting members backed a strike. What makes it price. Micron's June quarter revenue was 41.456 billion dollars against 9.301 billion a year earlier, from the 10-Q. Up 346 percent, and the run into it was 13.6, then 23.9, then 41.5. Taiwan is a key Micron HBM site. A stoppage there would not land in a normal memory market. It would land in the tightest one on record. I have no idea who wins the bargaining. What I can say is that in English this is a settled story and in Chinese it is an open one, and only one of those is true. $MU $SNDK $SKHY