MU · News · 20261106N

Taiwan Labor Strike Risk

MICRON TECHNOLOGY INC · 2026-11-06 · Importance 39 · Surprise 42

Reports said construction at Micron’s proposed Fab 11E facility in Taoyuan, Taiwan, had been disrupted by a labor dispute with a local union. The project carries an estimated investment of $3 billion to $4.5 billion, and the reports raised questions about Micron’s expansion plans. Taiwan accounts for roughly 60% of Micron’s DRAM output, making a prolonged disruption a potential risk to production planning and future supply.

Key facts

• Micron's shares fell more than 17% after a report that it had suspended work on its Taiwan facility due to a labor dispute. source
• Reports said work had largely stopped at Micron's proposed Fab 11E project in Taoyuan, Taiwan, and that a labor dispute with a local union had disrupted construction. source
• A report said Micron halted development on a proposed memory chip plant in Taiwan over a protracted labor conflict. source