On September 1, Micron Technology fell 3.26% in regular trading to $926.7/share, with turnover of $18.404 billion, as investor concerns mounted over a potential labor disruption at the company's critical Taiwan manufacturing base.

Micron's Taiwan unions, representing nearly two-thirds of the facility's 15,000 employees, have threatened to initiate a strike vote as early as September unless the company agrees to overhaul its bonus structure. An internal survey showed over 80% of union members support strike action. The unions demand a shift from individual performance bonuses to a profit-sharing model aligned with competitors Samsung (10.5% of profits) and SK Hynix (10%). Workers note that despite record fiscal Q3 revenue of $41.46 billion — up 346% year-over-year — and gross margins hitting 84.9%, current bonuses of roughly 2.6 months' salary pale in comparison to peers.

The stakes are substantial: approximately 60% of Micron's global capacity and the vast majority of its HBM production are concentrated in Taiwan. Any production stoppage could directly disrupt the global AI server supply chain. Meanwhile, options market activity has shown persistently bearish large-block positioning, and CEO Sanjay Mehrotra recently sold $38.8 million in company shares.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)