The Taoyuan calendar has changed
CNA's September 24 report says the Taoyuan union plans voting from October 1 through October 6, following a September 29 briefing. Mediation on September 4 and September 21 ended without agreement.
CNA reports that a successful ballot would give the union authority to declare a strike, with the strike date decided separately. The ballot is still ahead of this article's publication date. Don't record a production stoppage before one is confirmed.
Taichung has its own negotiations
Liberty Times reports that Micron requested continued dialogue with the Taoyuan union and said its next Taichung meeting remains scheduled for October 22. CNA's account of the Taichung joint statement described the earlier talks as constructive.
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.
Turn the calendar into an order review
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.
Keep the supplier's operational response separate from the union's announced voting schedule. A ballot announcement alone doesn't establish which orders would be affected. Make any inventory decision against confirmed demand, available qualified stock and your customer's tolerance for a delay.
What Buyers Should Do Now
- Before voting begins: 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.