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Micron's Taiwan labor dispute hits at a critical moment
GuruFocus ·
GuruFocus reports: Micron Technology Inc. (MU, Financials) is facing a new difficulty to handle as increasing AI demand makes every piece of output more valuable. Micron union members in Taoyuan, Taiwan, operations unanimously voted to authorize a strike after discussions on employee bonuses broke down. Of those who voted, 1,994 or 99% voted in favor of strike action. Timing and extent of the walkout is still being debated and has not been scheduled. That's important. The potential comes at…