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.