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21.10.26 - 08:57
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Micron Faces Taiwan Strike As Union Demands "Fair Profit-Sharing System" (ZeroHedge)
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Micron Faces Taiwan Strike As Union Demands "Fair Profit-Sharing System"
Neoclouds and hyperscalers face mounting pressure as scrutiny grows over AI's circular financing, while Morgan Stanley has outlined several scenarios that could derail the $1.6 trillion AI data-center buildout.
Now, another potential pressure point is emerging in the chip supply chain.
Reuters reported that a union locked in a pay dispute could launch a strike on Thursday at Micron's Taiwan plant, raising the risk of disruption at a key manufacturing hub for memory chips used in AI servers.
The Taoyuan union said the walkout would coincide with a mediation meeting between Micron and a separate union representing employees at its Taichung operations.
The labor action aims to show solidarity and pressure the US chipmaker to present a better profit-sharing proposal for workers.
Micron employs about 15,000 people in Taiwan and manufactures DRAM and high-bandwidth memory chips that have largely been in short s...
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21.10.26 - 05:54
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US, Japan Begin Major Military Exercises Focused On Islands Near Taiwan (ZeroHedge)
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US, Japan Begin Major Military Exercises Focused On Islands Near Taiwan
Authored by Dave DeCamp via AntiWar.com
The US and Japan kicked off their biennial Keen Sword military exercise on Monday, one of the largest joint drills between the two countries. This year, the exercise will focus on Japan's southwestern islands, including its westernmost island, Yonaguni, just 68 miles east of Taiwan.
Both the US and Japan have deployed new anti-ship missile systems to Yonaguni for the drills, ratcheting up tensions with China.
Source: Military News AgencyUS Marines have been deployed with the Navy-Marine Expeditionary Ship Interdiction System, or NMESIS, which has a range of about 115 miles, putting vessels that patrol the coast of eastern Taiwan in range.
According to The Associated Press, Japan has deployed its first long-range Type-25 land-to-ship missile to the island. The Type-25 has a range of about 620 miles, making it capable of reaching mainland China from Yonaguni.
The US has also deployed...
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