Micron said to pause $4.5bn Taoyuan memory plant over labour dispute
People familiar say construction has all but halted and Taiwanese officials and a supplier were told; the site was to make HBM and DRAM. Micron has not confirmed the report.
Why it matters
Taiwan makes about three-fifths of Micron's conventional chips, and the company has invested close to $50bn there over three decades, so a halt in Taoyuan would remove planned high-bandwidth memory and DRAM capacity at a time when memory is already short. The dispute grew this year as workers sought a bigger share of record AI-driven profits. Executives reportedly fear a union agreement could be overturned. Watch for a statement from Micron or Taiwanese officials, and whether planned output shifts to other sites.
Key facts
- Plant planned in Taoyuan, northern Taiwan, at about $4.5bn
- Construction has all but halted, per people familiar
- Site was to make HBM and DRAM with ASML equipment
- Taiwan makes three-fifths of Micron's conventional chips
- Micron has invested close to $50bn in Taiwan over three decades
- Report first carried by Bloomberg on 5 November 2026