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Micron Technology's Taiwan-based workers are pushing for a larger share of the company's record profits from the AI-driven memory boom, adding labor cost pressure as the company scales production. Separately, an Intel-backed startup claims its technology could outperform high-bandwidth memory (HBM), raising questions about whether Micron's AI memory business could face new competitive threats. Together, the developments highlight emerging risks to Micron's AI memory dominance, from internal labor cost pressures in key manufacturing regions to potential technological disruption from well-funded startups targeting the high-margin HBM market that has driven much of Micron's recent earnings strength.