Micron Rises as Taiwan Workers Demand 15% Profit Pool
Yahoo Finance ·
Micron Rises as Taiwan Workers Demand 15% Profit Pool Khac Phu Nguyen Wed, September 2, 2026 at 12:45 PM EDT 1 min read MU This article first appeared on GuruFocus . Micron Technology ( NASDAQ:MU ), the artificial-intelligence memory and storage powerhouse, edged approximately 0.33% higher to $936.515 Wednesday even as labor tensions flared in Taiwan. Barron's reported that unions are weighing strike action unless Micron replaces its current incentive program with a clearer profit-sharing system. The stock barely blinked. The workforce is another story. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. Employees want 15% of operating profit directed toward bonuses beginning in fiscal 2027. More than 80% of workers surveyed reportedly supported possible strike action, although no formal vote has occurred. Taiwanese law also requires mediation before any walkout. Micron says this year's performance bonus will already be its biggest everbut workers are demanding a permanent slice of the profit machine. That demand carries weight after Micron's fiscal third-quarter results produced $41.46 billion in revenue and $28.24 billion in net income, versus $9.30 billion in revenue and dramatically lower earnings one year earlier. The market is already pricing in a monster future: Micron trades 52.26% above its $615.07 GF Value estimate. The real calculation is brutally simpleshare more of the windfall now, or risk costly disruption at the heart of a critical production hub.
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