Micron Technology is facing potential labor disruption in Taiwan as artificial-intelligence demand keeps memory supplies tight, while the company expands its U.S. manufacturing and research footprint. Micron Taiwan said it will distribute its largest-ever employee bonuses and plans to disclose Incentive Pay Plan details in October as its labor union advances a possible strike over compensation. About 80% of workers at its Taoyuan and Taichung plants backed the strike proposal. Industry sources warned that a walkout could further constrain global memory supplies. Former Nvidia executive Jeff Herbst said Samsung Electronics, SK Hynix and Micron are operating at capacity, while new fabrication plants take years to build and Nvidia has secured long-term supply agreements with all three manufacturers. President Donald Trump has praised Micron’s new $10 billion U.S. research investment and earlier $250 billion domestic manufacturing commitment, even as his administration considers tariffs that could cover laptops, gaming consoles and data center servers. Shares fell 2.20% to $937.60 in Tuesday premarket trading and 1.43% to $920.06 in Wednesday premarket trading, according to Benzinga Pro data. Micron’s confirmed Sept. 30, 2026, earnings report is expected to show EPS of $31.26 and revenue of $50.78 billion, compared with $3.03 and $11.31 billion a year earlier. Analysts maintain a Buy consensus with an average price forecast of $1,521.74.