$MU Micron and its Taoyuan union left a third round of talks on Friday without a deal. The union says that after five sessions it still hasn't seen a concrete profit-sharing proposal. What Micron is bringing this week is a tool that lets employees look up their quarterly bonus. The next round is Nov 17. By the union's count, the five sessions are two mediations and three rounds of talks. It says most of what Micron explained on Friday was information employees had already heard inside the company. Taoyuan's labor bureau chief, who chaired the session, says the bonus tool was built in response to the union's requests. The mayor sat in. The new fab is why this matters outside Taoyuan. Bloomberg reported on Nov 5 that Micron has largely stopped building it, a $3–4.5bn project that includes ASML tools. Micron hasn't addressed that report directly. Its statement says Taiwan operations are normal and it can keep Taoyuan running without disrupting customers. That covers today's output. It says nothing about when construction restarts. The demand side is already signed. Micron's 10-K puts its take-or-pay backlog at about $134bn, roughly a year of revenue, and about a quarter of it is expected to turn into revenue over the next twelve months. Taiwan makes roughly 60% of Micron's conventional memory, per Bloomberg. Customers have committed to the volume, and part of Micron's next Taiwan capacity is waiting on a bonus formula. Will a bonus calculator be enough for the union to sign on Nov 17, or does it need to see a number first?