Micron's Taichung Mediation Described as Constructive, With the Next Session on October 22

What happened on September 18

Micron's Taichung union, at the Central Taiwan Science Park, held its first mediation on September 18. Taiwanese outlets describe the session as constructive, covering the overall compensation and bonus framework, a no-free-rider provision and non-retaliation, and the parties agreed a second session for October 22.

That matters because of what the week looked like beforehand. Reuters reported on September 15 that the Taoyuan union chairman, Jerry Lin, had said that without a concrete proposal on September 18 and 21, and with employees feeling the company was dragging out the process, the union would declare negotiations broken down and move toward a strike vote.

No breakdown was declared on that track and no strike vote was called, and the Taichung session produced an October date.

Two unions, two tracks

The detail that makes the coverage confusing is that these are different unions. September 18 was the Taichung union's session. The Taoyuan union is the one whose first mediation ended without agreement on September 4, and its session remained scheduled for September 21 as of September 18 reporting.

That session falls two days after we publish, so nothing can be reported about it yet, and we found no union statement from either side dated September 17 to 19. Micron restated its handbook commitment on the right to associate and bargain without retaliation, relayed through Taiwanese media rather than posted to its own newsroom.

Micron's September 11 offer is still the company's position: fiscal 2026 bonuses worth 35 to 68 months of salary, a NT$1.7 million floor, and a one-time NT$1 million cash bonus for employees hired before August 29, 2025. The unions are asking for a one-off near 83 months and, from fiscal 2027, a standing 15% of operating profit paid quarterly.

The SK hynix vote passed

The other memory-maker vote resolved. SK hynix's union approved its revised agreement on September 16 with 8,731 votes, or 57.08% in favour, on turnout of 95.37%, with 15,297 of 16,039 eligible members voting. That followed the August 25 rejection by 25 votes, 7,535 to 7,510, and the revision that raised the cash share of performance pay from 40% to 50%.

One thing to watch when reading coverage of it: headlines about a narrow rejection refer to the August vote, not this one.

Why a buyer still tracks it

Micron accounted for 23.3% of DRAM industry revenue in 2Q26, and TrendForce reports supplier inventories at historic lows with new supply going mainly to servers. There is little room in that market to absorb even a short interruption.

Around 80% of the members who took part in August's preliminary survey backed strike action. That figure is a share of the members who responded, and no formal strike vote has been held at Micron.