Reuters
20 Oct 2026, 02:06 UTC · 1h ago
Micron union in Taiwan to launch strike as bonus dispute escalates
Impact · against what's priced in
A potential strike in Taiwan introduces operational risk to Micron's HBM and DRAM production. This challenges the market's assumption of a seamless sell-out of HBM3E supply through 2027 and puts near-term gross margins at risk.
- MU−0.40
Challenges what's priced in
- The price assumes
The complete sell-out of HBM3E supply through 2027
A strike in Taiwan threatens the production stability required to meet the HBM3E sell-out the market already assumes through 2027. Any shipment volumes lost in H1 2027 would directly undermine the near-term earnings expansion and 84.6% gross margins currently priced in.
What MU's price assumes · Sep 9
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