Micron Taiwan Union Votes to Strike; Quanta September Revenue Falls 23%

· Tech · Taiwan

The labor union at Micron Technology's Taoyuan operations in Taiwan has won the right to strike with 99% support, with ballots counted on the night of October 6 after six days of voting, allowing it to set up picket lines. Separately, Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August, yet its revenue for the month fell more than 20% because server shipments dropped from the previous month. Quanta described the September server dip as normal and said server demand remains strong, with monthly shipments typically rising and falling with customer schedules. The two items offer contrasting signals on the hardware supply chain: labor risk at a memory maker and volatile ordering patterns in servers, now the growth engine for contract manufacturers.

Why it matters：A strike authorization at a major DRAM and NAND supplier threatens memory output just as AI server demand tightens supply, while contract manufacturers' monthly swings show how quickly order momentum can reverse in the hardware supply chain.

Key points

  • Micron's Taoyuan union won strike rights with 99% support after six days of voting.
  • Quanta shipped 4.2 million notebooks in September, up over 60% from August.
  • Quanta's September revenue fell more than 20% month on month on lower server shipments.

Sources (original reporting)

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