Is the decline of $MUB due to a labor union strike protest in Taiwan?
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Micron Taiwan strike: Taoyuan union to launch solidarity strike on 10/22—is this good news for Samsung and SK hynix?
As the Micron labor union in Taiwan weighs a strike, the market is wondering whether it would be good or bad news for the memory industry. In a post on X, Citrini Research analyst Jukan said a strike could be good news for Samsung and SK hynix, but bad news for Micron.
Image source: X/@jukan05
Did SK hynix actually benefit from a fire back then? The strike is still very unfavorable for Micron
Jukan wrote that someone asked him whether a Micron strike would be good news for memory stocks. Although that conclusion might sound obvious, he pointed out that there had been a counterexample in the memory industry:
Image source: X/@jukan05
Did SK hynix actually benefit from a fire back then? The strike is still very unfavorable for Micron
Jukan wrote that someone asked him whether a Micron strike would be good news for memory stocks. Although that conclusion might sound obvious, he pointed out that there had been a counterexample in the memory industry:
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