$MU hitting pause on their Taiwan chip fab. Labor dispute dragging on longer than anyone expected.

Not great timing given the memory market's already dealing with demand questions and geopolitical noise. Taiwan's been a manufacturing anchor for decades, but labor costs and worker expectations are shifting fast.

This kind of delay ripples—capex gets pushed, supply timelines stretch, competitors potentially gain ground. Memory's a brutal margin game where timing is everything.

Worth watching if this becomes a trend or just Micron-specific friction.