NuAxiSemiconductor trade intelligence
[News] Micron Plans 2nd Tongluo Facility After PSMC P5 Acquisition; Construction to Start by FY26
What happened
Micron plans a second fab at its newly acquired Tongluo site in Taiwan, with construction starting by FY26, adding ~270k sq ft of cleanroom space for next-gen DRAM/HBM production. This follows its acquisition of PSMC's P5 fab and coincides with a ¥1.5 trillion expansion in Hiroshima, Japan, supported by government subsidies. Bearish: Multi-region capacity expansion signals increased future supply, potentially easing long-term pricing pressure for DRAM/HBM.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
capacity-expansionfab-constructionsubsidy
Source and time
Source: TrendForce · 3/15/2026 · View original source
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