Micron Technology Inc. is facing potential labor disruption in Taiwan as artificial-intelligence demand keeps memory supplies tight and 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 details of its Incentive Pay Plan in October, while its labor union advances a possible strike over compensation. Workers at Micron plants in Taoyuan and Taichung voted about 80% in favor of the strike proposal. Industry sources said a walkout could further constrain global memory supplies, where demand already exceeds availability. Former Nvidia Corp. executive Jeff Herbst said Samsung Electronics, SK Hynix and Micron are operating at capacity, while new fabrication plants take years to build. He said Nvidia has secured long-term supply agreements with all three manufacturers. President Donald Trump has praised Micron’s U.S. expansion, including a new $10 billion research investment and an earlier $250 billion domestic manufacturing commitment, even as his administration considers semiconductor tariffs that could cover laptops, gaming consoles and data center servers. Technology companies have warned that such tariffs could increase costs and slow AI infrastructure expansion. Micron is also the only U.S.-based manufacturer of high-bandwidth memory, a specialized memory used in advanced computing systems, which the administration considers important to domestic AI supply-chain security. The next major stock catalyst is the confirmed September 30, 2026 earnings report, for which analysts estimate EPS of $31.26 and revenue of $50.78 billion, compared with $3.03 and $11.31 billion a year earlier. Micron has a Buy consensus rating and an average price forecast of $1521.74. Shares fell 1.43% to $920.06 in premarket trading on Wednesday, according to Benzinga Pro data.