LIWEI_TW Capital(@LIWEI_TWCapital):That’s why I’ve never doubted China’s ability to improve its HBM yields quickly. And frankly, it wouldn’t surprise me if some engineers in Taiwan were willing to sell technical secrets across the strait.

2026.11.05 10:15

That’s why I’ve never doubted China’s ability to improve its HBM yields quickly. And frankly, it wouldn’t surprise me if some engineers in Taiwan were willing to sell technical secrets across the strait.

Paradis@ParadisLabs

2026.11.05 10:02

This is absolutely ludicrous by Micron. Micron are refusing to pay their Taiwan workers higher bonuses despite generating more operating income last quarter ($44.64B) than the entire GDP of Iceland ($42.77B). Micron's Taiwan bonuses in September were just 4-5% of operating income according to the union. SK Hynix and Samsung's bonuses are 10% and 10.5% of operating income... Micron needs to close that gap.