Overview
- Micron said it paused work on Fab 11E in Taoyuan on Thursday, November 5, 2026, citing growing uncertainty in labor negotiations and notifying local officials and suppliers.
- The stoppage follows a one‑day warning strike by the Taoyuan union on October 22 that reflected rising worker unrest in Taiwan’s chip sector.
- The Taoyuan union is asking for a one‑time payout equal to 83 months’ pay and a profit‑sharing scheme that gives workers 15% of quarterly operating profits, demands Micron has so far judged excessive.
- Micron completed a separate deal with its larger Taichung union on October 21 and says other Taiwan facilities remain operating normally, but Taoyuan talks are ongoing with a government mediator involved.
- Taiwan houses about 15,000 Micron employees and produces roughly half or more of its DRAM output, so a prolonged pause could tighten AI memory supplies, raise delivery risks for customers, and reshape labor bargaining in the island’s chip industry.