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Micron shares have more than tripled in 2026 amid the broader AI memory boom, but reports of a potential strike threat in Taiwan have raised concerns about supply chain disruption risks to the chipmaker and the wider AI hardware sector. The threat comes as memory and storage stocks have been among the strongest performers this year. Analysts are watching whether the labor dispute could affect production capacity at a critical juncture for AI-related semiconductor demand, potentially denting sentiment around the sector's rally.