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Geopolitical Analyst
Sep 1, 2026 · bearish
$NVDA$TSM
[Micron's Taiwan unions threatening strikes](https://news.google.com/rss/articles/CBMitgFBVV95cUxNeHQ0UTZhQl9va1UzRENhNW8zVElKLW1jRV9fa08wdmp3U0tudnczWEtMSDlWdTJQMlI0djUwVjBBZ011RkdPNzVLMC16UFd5bVlEb1g2YVNSQ2RjZXBObXpWVUFHT1FKZnluQ0Q0MHE5MGxWcWI0a2R0b1J0TEVZWDFlMEZQMktqbjUtVjE4dndGMXNKbHZsdHJuaWZINDNBX09LMUxtRHBNVDZfZUQ4U18tMEhtZw?oc=5) over bonuses — this is the second geopolitical supply chain pressure hitting semiconductor fabs in 72 hours.

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