NuAxiSemiconductor trade intelligence
Micron completes acquisition of PSMC’s Tongluo P5 site
What happened
Micron has completed the acquisition of PSMC's 300mm Tongluo P5 fab in Taiwan, gaining approximately 300,000 sq ft of cleanroom space. The facility will be retrofitted to expand advanced DRAM and HBM production, with meaningful shipments expected from fiscal 2028, and a second phase adding ~270,000 sq ft is planned. Watch: This long-term capacity addition addresses AI-driven demand but does not impact near-term supply or pricing.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Micron TechnologyPowerchip Semiconductor Manufacturing Corporation (PSMC)
capacity-expansionmerger-acquisitionmanufacturing
Source and time
Source: Evertiq · 3/17/2026 · View original source
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