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Micron Stock Faces New Risk as Taiwan Workers Back Strike
GuruFocus ·
GuruFocus reports: Micron Technology is facing a new operational risk in Taiwan after union members overwhelmingly authorized a strike over the company's bonus and profit-sharing system. The timing matters for investors because Taiwan is Micron's largest manufacturing hub and a critical source of DRAM and high-bandwidth memory at a moment when AI demand has already tightened global memory supply. The union at Micron's Taoyuan operations said 1,994 members, representing 99% of ballots cast,…