Micron will agree to a permanent profit share of 3 to 5 percent with its Taiwan unions by 30 November 2026.

The Taoyuan union has won a 88.3 percent strike vote and is weighing a surprise walkout. A strike seems likely if the final mediation session on 22 October fails to produce an agreement. A walkout gives Micron no time to shut its lines down safely, so part-made chips would be ruined and thrown away. Taiwan makes 50 to 60 percent of Micron's chips, so a few weeks of lost output could cost $2.5 billion to $6.9 billion in profit. A 3 to 5 percent share costs $3 billion to $5 billion a year, about the price of one big strike, but it ends the threat. Micron's shareholders will give up some profit to workers while AI buyers keep their supplies undisrupted. But while profit-linked pay can keep workers satisfied when prices are high – it could fuel the next round of strikes and supply disruptions when prices fall.