NuAxiSemiconductor trade intelligence
RT NEWS: đ #Micron has completed its acquisition of PSMCâs Tongluo fab in Taiwanâand is already planning a second facility at the same site! Cons...
What happened
Micron has completed its acquisition of PSMC's Tongluo fab in Taiwan and plans to construct a second facility at the site, with construction starting by the end of FY26 to expand next-gen DRAM and HBM production. This move is part of Micron's strategy to increase its advanced memory manufacturing footprint in a key region. Bearish: Long-term capacity expansion for DRAM/HBM adds to future supply, potentially pressuring prices.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Micron TechnologyPowerchip Semiconductor Manufacturing Corporation
capacity-expansionmerger-acquisitionfab
Source and time
Source: TrendForce Official (Market Data) · 3/16/2026 · View original source
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