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AI记忆体大赚 美光台湾豪发最高68个月薪 每人最低拿170万

2026-09-12 03:08:36 网络 阅读(4)

美光科技(MU-US)周五宣布,台湾直接劳工将获得2026财政年度合计相当于35至68个月薪资的奖励,且最低现金奖励金额达170万新台币(约53,809美元)。此项奖励方案公布之际,代表美光台湾约三分之二员工的工会近期已表达会员对罢工行动的广泛支持,劳资双方奖金争议持续受到市场关注。

AI记忆体大赚 美光台湾豪发最高68个月薪 每人最低拿170万

美光同时表示,在2025年8月29日以前加入公司的台湾员工,2026财政年度将可另外获得100万新台币(约31,653美元)现金奖金。以周五公布的方案来看,美光台湾员工今年可获得的整体奖励水准明显提高,公司此前也曾表示,今年绩效奖金发放将创下公司历史新高。

这项宣布正值美光台湾劳资关系升温之际。代表桃园及台中员工的工会此前表示,两地约有15,000名美光员工,其中接近10,000人为工会会员,约占两地员工三分之二;今年8月进行的内部线上调查中,超过80%参与调查的会员支持采取罢工行动。

工会之所以要求提高奖金,主要是认为现行奖励制度无法充分反映美光在AI记忆体需求爆发下的获利表现。工会先前提出的方案包括,2026财政年度额外发放一次性奖金,金额相当于约83个月薪资;从2027财政年度开始,则希望以公司营业利益的15%作为奖金池,并改为按季发放,而非目前的年度发放方式。

美光目前采用的Incentive Pay Plan(IPP)则是根据公司及个人绩效指标计算年度奖金。工会认为,公司并未充分说明公司绩效指标的计算方式,而且该指标似乎更接近营收成长,而非公司实际获利表现。工会也表示,美光曾表明今年仍将依照现有IPP发放奖金,但相关谈判可能延后。

美光则强调,其薪酬架构与工会要求的利润分享制度不同,公司员工整体薪酬包括基本薪资、年度绩效奖励、营运奖金,以及员工持股购买计划和限制型股票等股权奖励。公司也表示,将透过既有管道持续与员工沟通,并遵循相关法律程序。

这场奖金争议发生在全球AI热潮推升记忆体需求之际。AI伺服器与相关硬体需求快速成长,使全球记忆体供应趋紧,也推动美光及其他主要记忆体业者获利大幅攀升。美光2026财政年度第三季截至5月28日止,营收创下414.6亿美元纪录,净利达282.4亿美元,反映AI相关记忆体需求强劲所带动的业绩成长。

从获利表现来看,美光2026财政年度第三季营业利益达333亿美元,营业利益率约80%,远高于前一年同期的22亿美元及23%营业利益率;第二季营业利益则为161亿美元、营业利益率约68%。第三季营收较去年同期大幅增加,显示AI记忆体超级周期对公司获利的推升效果相当显著。

台湾在美光全球制造布局中具有关键地位。台湾当局表示,美光已在台湾投资约1.4兆新台币(约439亿美元),并在台湾生产DRAM及高频宽记忆体(HBM)等产品,因此若发生罢工,除了可能影响美光自身生产,也可能对全球记忆体供应链造成冲击。

中央科学园区管理局此前已表示密切关注这场劳资争议,并安排人员协助美光与工会进行联系。当局指出,若真的发生罢工,可能影响员工生计、美光营运,以及台湾半导体供应链与更广泛的经济活动,因此必要时可能启动劳资协商或调解程序。

这场争议也与南韩记忆体产业的劳资谈判形成对照。三星电子在南韩今年5月原本面临最多48,000名工会会员参与的18天罢工计划,最终在最后协商后取消,双方并成立特殊奖金池,规模相当于晶片部门营业利益的10.5%,但仍须达到特定获利目标。美光台湾工会认为,三星电子与SK海力士的利润分享制度,已拉大台湾美光员工与南韩同业员工之间的待遇差距。

在美光宣布最新奖励方案后,外界关注焦点将转向工会是否接受公司提出的奖励水准,以及双方能否在罢工风险进一步升高前达成协议。美光此次提出35至68个月薪资的年度奖励,以及最低170万新台币现金补偿,虽高于公司过往水准,但工会此前提出的方案最高相当于83个月薪资,双方对合理利润分享水准仍存在差距。

对美光而言,台湾不仅是重要制造基地,也是其全球记忆体供应链的重要节点。在AI需求持续强劲、全球记忆体供应本就偏紧的情况下,任何生产中断都可能进一步加剧供需失衡,因此此次奖金谈判除了牵涉员工薪酬,也可能成为影响美光供应稳定及记忆体市场的重要因素。

(1美元 = 31.5930台币)

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    "description": "美光宣布2026财年台湾直接劳工奖励最高相当于68个月薪资,最低现金补偿达170万新台币,另有符合资格员工可获100万现金奖金,但工会罢工风险仍未完全解除。",
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    "content": "<p>美光科技(MU-US)周五宣布,台湾直接劳工将获得2026财政年度合计相当于35至68个月薪资的奖励,且最低现金奖励金额达170万新台币(约53,809美元)。此项奖励方案公布之际,代表美光台湾约三分之二员工的工会近期已表达会员对罢工行动的广泛支持,劳资双方奖金争议持续受到市场关注。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6604349/l/bf23c84ee23bf8b7f39b38a870a9a3f7.jpg\" alt=\"AI记忆体大赚 美光台湾豪发最高68个月薪 每人最低拿170万\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>美光同时表示,在2025年8月29日以前加入公司的台湾员工,2026财政年度将可另外获得100万新台币(约31,653美元)现金奖金。以周五公布的方案来看,美光台湾员工今年可获得的整体奖励水准明显提高,公司此前也曾表示,今年绩效奖金发放将创下公司历史新高。</p>\n\n<p>这项宣布正值美光台湾劳资关系升温之际。代表桃园及台中员工的工会此前表示,两地约有15,000名美光员工,其中接近10,000人为工会会员,约占两地员工三分之二;今年8月进行的内部线上调查中,超过80%参与调查的会员支持采取罢工行动。</p>\n\n<p>工会之所以要求提高奖金,主要是认为现行奖励制度无法充分反映美光在AI记忆体需求爆发下的获利表现。工会先前提出的方案包括,2026财政年度额外发放一次性奖金,金额相当于约83个月薪资;从2027财政年度开始,则希望以公司营业利益的15%作为奖金池,并改为按季发放,而非目前的年度发放方式。</p>\n\n<p>美光目前采用的Incentive Pay Plan(IPP)则是根据公司及个人绩效指标计算年度奖金。工会认为,公司并未充分说明公司绩效指标的计算方式,而且该指标似乎更接近营收成长,而非公司实际获利表现。工会也表示,美光曾表明今年仍将依照现有IPP发放奖金,但相关谈判可能延后。</p>\n\n<p>美光则强调,其薪酬架构与工会要求的利润分享制度不同,公司员工整体薪酬包括基本薪资、年度绩效奖励、营运奖金,以及员工持股购买计划和限制型股票等股权奖励。公司也表示,将透过既有管道持续与员工沟通,并遵循相关法律程序。</p>\n\n<p>这场奖金争议发生在全球AI热潮推升记忆体需求之际。AI伺服器与相关硬体需求快速成长,使全球记忆体供应趋紧,也推动美光及其他主要记忆体业者获利大幅攀升。美光2026财政年度第三季截至5月28日止,营收创下414.6亿美元纪录,净利达282.4亿美元,反映AI相关记忆体需求强劲所带动的业绩成长。</p>\n\n<p>从获利表现来看,美光2026财政年度第三季营业利益达333亿美元,营业利益率约80%,远高于前一年同期的22亿美元及23%营业利益率;第二季营业利益则为161亿美元、营业利益率约68%。第三季营收较去年同期大幅增加,显示AI记忆体超级周期对公司获利的推升效果相当显著。</p>\n\n<p>台湾在美光全球制造布局中具有关键地位。台湾当局表示,美光已在台湾投资约1.4兆新台币(约439亿美元),并在台湾生产DRAM及高频宽记忆体(HBM)等产品,因此若发生罢工,除了可能影响美光自身生产,也可能对全球记忆体供应链造成冲击。</p>\n\n<p>中央科学园区管理局此前已表示密切关注这场劳资争议,并安排人员协助美光与工会进行联系。当局指出,若真的发生罢工,可能影响员工生计、美光营运,以及台湾半导体供应链与更广泛的经济活动,因此必要时可能启动劳资协商或调解程序。</p>\n\n<p>这场争议也与南韩记忆体产业的劳资谈判形成对照。三星电子在南韩今年5月原本面临最多48,000名工会会员参与的18天罢工计划,最终在最后协商后取消,双方并成立特殊奖金池,规模相当于晶片部门营业利益的10.5%,但仍须达到特定获利目标。美光台湾工会认为,三星电子与SK海力士的利润分享制度,已拉大台湾美光员工与南韩同业员工之间的待遇差距。</p>\n\n<p>在美光宣布最新奖励方案后,外界关注焦点将转向工会是否接受公司提出的奖励水准,以及双方能否在罢工风险进一步升高前达成协议。美光此次提出35至68个月薪资的年度奖励,以及最低170万新台币现金补偿,虽高于公司过往水准,但工会此前提出的方案最高相当于83个月薪资,双方对合理利润分享水准仍存在差距。</p>\n\n<p>对美光而言,台湾不仅是重要制造基地,也是其全球记忆体供应链的重要节点。在AI需求持续强劲、全球记忆体供应本就偏紧的情况下,任何生产中断都可能进一步加剧供需失衡,因此此次奖金谈判除了牵涉员工薪酬,也可能成为影响美光供应稳定及记忆体市场的重要因素。</p>\n\n<p>(1美元 = 31.5930台币)</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-3610.html\" title=\"Cerebras财测不如预期重挫14%AI热潮降温下市场转向检视获利能力\">Cerebras财测不如预期重挫14%AI热潮降温下市场转向检视获利能力</a></li>\n    <li><a href=\"/new/mg/article-2569.html\" title=\"美股半导体ETF技术指标露警讯!分析师警告:市场动能偏向空方\">美股半导体ETF技术指标露警讯!分析师警告:市场动能偏向空方</a></li>\n    <li><a href=\"/new/mg/article-12232.html\" title=\"贝森特救债市首战失利 但还有「四招」可用\">贝森特救债市首战失利 但还有「四招」可用</a></li>\n    <li><a href=\"/new/mg/article-14017.html\" title=\"〈纽约汇市〉美元下跌 债市抛售降温 日元飙至1个月高点\">〈纽约汇市〉美元下跌 债市抛售降温 日元飙至1个月高点</a></li>\n    <li><a href=\"/new/mg/article-3366.html\" title=\"可口可乐与美国国税局爆发200亿美元税务大战 或将改写跨国企业规则\">可口可乐与美国国税局爆发200亿美元税务大战 或将改写跨国企业规则</a></li>\n    <li><a href=\"/new/mg/article-11031.html\" title=\"Fed下月可以先不升息?华尔街解读7月CPI三大讯号\">Fed下月可以先不升息?华尔街解读7月CPI三大讯号</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-09-11T03:20:02.000Z",
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