Micron Technology

Micron announced its largest bonus package to date, offering Taiwan employees payouts of 35 to 68 months’ salary for fiscal year 2026 with a guaranteed minimum payment of NT$1.7 million. The measure covers more than 60,000 employees worldwide and would cost at least about NT$25.5 billion (roughly US$808 million) just for the roughly 15,000 workers in Taiwan if the minimum amount is applied, excluding equity compensation. Unions are demanding significantly more (around 83 months’ salary) and a 15% profit-sharing scheme from 2027; the gap remains wide and initial mediation rounds were inconclusive. Production stoppages in Taoyuan and Taichung could disrupt the global supply of DRAM and HBM and affect customers such as Nvidia, Google and Microsoft. » More on de.investing.com

Around 12,000 Micron employees in Taiwan are threatening to strike after the union rejected an offer of up to 68 months' pay. Micron proposes payments of 35 to 68 months' pay for fiscal 2026, with a minimum of 1.7 million Taiwan dollars (about €46,200). The union is instead demanding a one‑time payment of 83 months' pay and a permanent profit‑sharing of 15% of operating profits, paid every three months, and says it will continue striking if no agreement is reached. Micron is currently generating high profits due to strong demand for semiconductors. » More on manager-magazin.de

Micron's DRAM revenue rose about 66% quarter over quarter to $36 billion in Q2 2026, lifting its market share to 23.3% and leaving it just 1.6 percentage points behind SK Hynix. The gain stemmed mainly from sharply higher conventional DRAM contract prices and low inventories, while Micron's HBM share fell. Analysts say Micron could overtake SK Hynix soon, but durability depends on HBM competition and future price trends. » More on finance.yahoo.com