Voting began in Taoyuan
Tai Sounds reported on October 1, syndicated by Yahoo Taiwan that Micron's Taoyuan union had begun its strike ballot that day. Voting is scheduled to continue through October 6.
CNA's September 24 report explains that a successful ballot would authorize the union to declare a strike, with timing decided separately. It follows failed mediation on September 4 and September 21. Neither cited report establishes a ballot result or a production stoppage. Obtain a current operational update before assigning a delivery impact.
Taichung has its own negotiations
Liberty Times reported on September 22 that Micron requested continued dialogue with the Taoyuan union and said its next Taichung meeting was scheduled for October 22.
Keep a separate entry for each site in your risk register. Using the later meeting as the only review date would leave the Taoyuan ballot outside your escalation calendar.
Review the orders behind each site
Ask your Micron channel to identify the manufacturing sites behind critical part numbers, confirm committed ship dates and explain how it would handle a disruption. Record any gaps against specific builds.
The opening of voting doesn't establish which orders would be affected. Record the supplier's operational response separately from the union's ballot. Base an inventory decision on confirmed demand, available qualified stock and your customer's tolerance for a delay.
What Buyers Should Do Now
- At the next order review: Obtain site exposure and written delivery commitments for critical Micron orders.
- During the ballot window: Check for a published outcome and any separately announced action date before changing the production-risk assessment.
- For continuity planning: Review qualified alternate coverage with engineering and agree on the conditions that would trigger a supply escalation.