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Leonard
@Leoskie_L
AI Semi & Supply Chain | Warsaw × Taiwan Physical layer | US demand ↔ TW supply 100% incremental GM from depreciation expiry Not advice • Just physics.
2K Following    11.3K Followers
Sir and @grok What happened to Boxabl? i mean sending people to Mars you got to have some boxes if not cells
Anyone's potato head also experiencing idle stuck ?! That's a first for me
Micron told the market Taiwan line pay is 35–68 months. NT$1M cash on top. Union secretary Wei Yuling, on camera today: nobody on the floor can reproduce 68. Company still owes the arithmetic. The banner in front of AmCham is not “bigger red envelope.” It is 15% of operating profit, paid quarterly. One-shot million is the press release. A worker on voice-disguise: 70–80% already in the union, so people will show their faces. When the books were bad, they ate the “share the pain” year and skipped extra bonus. Now the books are fat and the same people get called greedy. Two days after the award drop, Micron opened a Teams channel to “communicate.” Comments landed. Group deleted. Next day a new channel, comments off. Chairman Lin: top-down only. No questions. Company line: we will keep listening, join mediation in good faith, pay is competitive, this award is a record. Mediation 18 Sep and 21 Sep. Rally 17 Sep, court across the Taoyuan plant. Strike vote is not open. Taiwan DRAM output is the thing that moves if those two dates go empty.
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華視今天這條,工會秘書長魏豫綾講的是算式,不是情緒。 美光對外寫台灣產線 FY26 整體薪酬 35–68 個月、每人最高 100 萬現金。魏豫綾正面講:員工自己怎麼算,都算不出 68 個月。公司要解釋這個數字怎麼來的。 員工補了兩件可對的事。加入工會的已經超過七到八成,所以這次願意露臉;營運差的時候公司要共體時艱、少領分紅,他們做了,現在公司多賺錢,卻被講成「還嫌不夠」。 制度訴求寫在牌子上:營業利益 15%、年度改季發。一次性百萬不是主詞。 畫面裡另一段是 Teams。9/11 對外宣布獎酬,9/13 開頻道說要溝通,員工灌留言之後刪群,9/14 重開但不讓發言。理事長林哲瑞的句子很短:都只有上對下,不讓員工提問。 美光回的是「持續傾聽、誠信參與調解、薪酬具競爭力、獎酬創新高」。下一場調解 9/18、9/21。 罷工投票還沒開,但產線在台灣,調解破局會直接碰到 DRAM 產出。
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