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台湾首场芯片工人罢工冲击美光工厂Taiwan's first-ever chip workers strike hits Micron plant

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美光公司位于台湾桃园工厂的员工因奖金和利润分享问题与管理层陷入纠纷,此时人工智能热潮正为存储芯片制造商带来创纪录的利润。© Getty ImagesMicron workers at the company's Taoyuan facility in Taiwan have been locked in a dispute with management over bonuses and profit-sharing as the AI boom nets record profits for memory chipmakers. © Getty Images

台北——美光科技(Micron Technology)的一个工会于周四举行了台湾半导体行业的首场罢工,这是一场关于如何分享人工智能热潮带来的巨额意外利润的争议的一部分。

TAIPEI -- A Micron Technology labor union staged Taiwan's first-ever strike in the semiconductor industry on Thursday as part of a dispute over how huge windfall profits from the artificial intelligence boom are shared.

代表桃园市美光工人的工会正呼吁这家美国领先的存储芯片制造商效仿韩国竞争对手SK海力士(SK Hynix)和三星电子(Samsung Electronics)的做法,为台湾员工提供常规的利润分享计划。

The union representing Micron workers in the northern city of Taoyuan is calling on the leading U.S. memory chipmaker to follow the example of South Korean rivals SK Hynix and Samsung Electronics by offering a regular profit-sharing scheme for its Taiwan employees.

桃园工会向《日经亚洲》表示,在桃园市政府斡旋的多轮谈判中,公司并未回应其提出的利润分享提案。

The Taoyuan union told Nikkei Asia that the company did not address the profit-sharing proposal it raised during multiple negotiations mediated by the Taoyuan City government.

该工会于周四当地时间上午9点在美光桃园厂区前开始了为期24小时的罢工。

The union began its 24-hour strike in front of Micron's Taoyuan facility at 9 a.m. local time on Thursday.

美光一直在与其桃园和台中运营机构的员工进行长达数月的谈判,这两地的员工由两个不同的工会代表。台湾是这家美国公司的关键生产枢纽,占其动态随机存取内存(DRAM)芯片产量的60%以上。

Micron has been locked in a monthslong negotiation with employees at its operations in Taoyuan and Taichung, which are represented by two separate unions. Taiwan is a key production hub for the American company, accounting for over 60% of its output of dynamic random access memory (DRAM) chips.

周四,美光表示已与台中工会就一项将大幅提高员工薪资的计划达成协议。位于台湾中部的台中是美光高带宽内存(HBM)的生产中心,HBM是人工智能计算芯片中至关重要的组件。

On Wednesday, Micron said it had reached an agreement with the Taichung union on a plan that would significantly increase employee salaries. Taichung, in central Taiwan, is Micron's production center for high-bandwidth memory (HBM), a vital component in chips for artificial intelligence computing.

根据美光周四公布的细节,除了加薪之外,员工还将获得与美光财务表现挂钩的季度奖金(50%以现金支付,50%以股票支付),以及三天额外的带薪假,并且公司将提高其对员工养老金账户的提拨比例。这将适用于其在台湾的所有运营业务。

In addition to pay increases, employees will receive quarterly bonuses tied to Micron's financial performance, paid 50% in cash and 50% in stock, as well as three additional days of paid leave and higher employer contributions to their pension accounts, according to details Micron released on Thursday. This will apply to all its Taiwan operations.

美光前段制造运营全球副总裁兼美光台湾地区负责人卢东晖在回应持续的罢工时表示:“我们感谢桃园工会官员的理性,我们也尊重他们罢工的法定权力,但我们将继续与他们对话,并希望达成双赢的局面。”

"We thank union officials in Taoyuan for their rationality, and we respect their legal right to strike, but we are continuing to speak with them and hope to reach a win-win situation," Donghui Lu, corporate vice president of front-end operations at Micron and head of Micron Taiwan, said in response to the ongoing strike.

美光表示,季度利润分享奖金的预算将通过从当季净利润中扣除下一季度的预计资本支出计算得出。

Micron said it will calculate the budget for quarterly profit-sharing bonuses by subtracting projected capital expenditure for the following quarter from net income for the current quarter.

卢东晖表示,跨国公司对其奖金制度做出如此重大的改变实属罕见,他称之为更广泛的半导体行业的一个突破。他说:“我认为这些与员工的谈判为行业树立了一个积极的榜样,表明通过建设性的对话和双方的努力,可以取得有意义的进展。”

Lu said it was rare for a multinational company to make such a significant change to its bonus system, calling it a breakthrough for the broader semiconductor industry. "I think these negotiations with employees have set a positive example for the industry, showing that meaningful progress can be achieved through constructive dialogue and efforts from both sides," he said.

美光台湾地区负责人补充说,利润分享计划将主要遵循符合公司全球框架的原则。但美光将把对台湾员工退休养老金基金的提拨比例从8%提高到10%,这是所有台湾科技公司中的最高比例。

Micron's Taiwan chief added that the profit-sharing scheme would mainly follow principles aligned with the company's global framework. But Micron will increase its contributions to its Taiwanese employees' retirement pension funds from 8% to 10%, the highest rate among all Taiwanese tech companies.

工人们与内存芯片制造商之间不断升级的紧张关系,正值人工智能基础设施的爆炸性需求导致内存芯片出现前所未有的短缺之际。三星、SK海力士和美光在最近几个季度都报告了创纪录的收益。

The escalating tensions between workers and memory chipmakers come amid an unprecedented shortage of memory chips due to the explosive demand for AI infrastructure. Samsung, SK Hynix and Micron have all reported record earnings in recent quarters.

美光在台湾的两个工会在短短几个月内,会员人数从略多于100人激增至总计超过1.3万人。

Both Micron unions in Taiwan have seen their membership surge in a matter of months, from slightly more than 100 people to a total of more than 13,000.

一名在美光工作的经理告诉《日经亚洲》:“公司代表说我们的平均薪资高于美光的同行,但你猜怎么着?我们的奖金比韩国的低得多。”他还说:“他们[公司代表]甚至强调公司今年为我们多建了几个厕所隔间。”桃园罢工对生产的直接影响目前尚不清楚。该处的业务主要涉及制造DRAM芯片,而台中业务则负责HBM生产以及其他先进的芯片封装和测试能力。

"The company representatives said our average salary is higher than Micron's peers, but guess what? Our bonuses are much lower than those in South Korea," a manager working for Micron told Nikkei Asia. "They [company representatives] even emphasized that the company built more toilet stalls for us this year." The immediate impact of the Taoyuan strike on production is not yet clear. Operations there mostly concern manufacturing DRAM chips, while the Taichung operation is in charge of HBM production as well as other advanced chip packaging and testing capabilities.

DRAM不仅是HBM的基础,也是LPDDR和DDR内存的基础,这些内存同样用于人工智能计算应用。美光上周在台中开设了其第二座先进封测厂。

DRAM is the foundation not only for HBM but also for LPDDR and DDR memory, which are also used in AI computing applications. Micron last week opened its second advanced packaging plant in Taichung.

美光在桃园拥有约3000名员工,其中约2400人为工会会员。在台中,公司雇有约1.23万名员工,其中包括大约1.1万名工会会员。

Micron has about 3,000 employees in Taoyuan, of whom about 2,400 are union members. In Taichung, the company employs about 12,300 people, including roughly 11,000 union members.

9月,美光在原有方案之外向员工提供了一笔100万新台币(合30700美元)的额外奖金,试图解决这场争议,但这并未满足工会关于更多结构性调整(包括加薪和利润分享框架)的要求。

In September, Micron offered employees an additional bonus of 1 million New Taiwan dollars ($30,700) on top of its original package in an attempt to resolve the dispute, but this did not satisfy union demands for more structural adjustments, including pay rises and a profit-sharing framework.

台湾总统赖清德也公开表示,希望美光及其员工能够达成一个各方(包括公司、工人和台湾整体劳动环境)皆能接受的互利解决方案。

Taiwanese President Lai Ching-te also publicly said he hopes that both Micron and its employees can reach a mutually acceptable solution that benefits both the company and its workers, as well as the overall labor environment in Taiwan.

今年早些时候,由于对公司利润在员工之间的分配方式日益不满,台湾积体电路制造股份有限公司(TSMC)的台湾员工也曾公开讨论成立工会的可能性并考虑罢工。

Earlier this year, Taiwan Semiconductor Manufacturing Co. (TSMC) employees in Taiwan also openly discussed the possibility of unionization and considered a strike amid growing discontent over how the company's profits were shared among staff.

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