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📰 Micron Akan Akuisisi Pabrik PSMC di Taiwan untuk Tingkatkan Produksi DRAM

👉 Baca artikel lengkap di sini: ahmandonk.com/2026/01/20/micron-akuisi...

#dram #industri #memori #manufaktur #chip #micron #psmc #semikonduktor

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Micron buying Taiwan DRAM fab Micron is buying a 300,000 sq ft cleanroom fab site in Taiwan from Powerchip Semiconductor Manufacturing Corporation (PSMC) for $1.8 billion. Separately, it has broken ground on a $100 billion megafab complex in New York state, with up to 2.4 million sq ft of cleanroom capacity. Micron fabricates DRAM and NAND at its production sites. […]
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Micron、台湾PSMC工場を18億ドルで買収へ:AI半導体不足に挑む「時間を買う」戦略の全貌 2026年1月17日、米国半導体大手のMicron Technologyは、台湾の半導体受託製造(ファウンドリ)企業であるPowerchip Semiconductor Manufacturing Corporation ... Read more
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Produktion von mehr DRAM: Micron will PSMC-Fabrik in Taiwan für 1,8 Mrd. USD kaufen Parallel zum ersten Spatenstich der Megafabrik in den USA hat Micron die Absicht erklärt, PSMCs P5-Fabrik in Taiwan zu kaufen.

Produktion von mehr DRAM: Micron will PSMC-Fabrik in Taiwan für 1,8 Mrd. USD kaufen #PSMC #Micron

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美光豪擲18億美元現金!收購力積電銅鑼P5廠,擴大台灣DRAM產能佈局雙方更將展開策略合作,共同深耕記憶體後段製程與利基型產品 美光今日 (1/17)宣布與力積電 (PSMC) 簽署獨家意向書,將以總價18億美元 (約新台幣580億元) 的現金,收購力積電位於台灣苗栗縣銅鑼科學園區的P5晶圓廠。這項收購案不僅讓美光立即獲得現成的無塵室空間以擴充DRAM產能,雙方更將展開策略合作,共同深耕記憶體後段製程與利基型產品。 30萬平方英尺現成廠房,美光「買比蓋更快」 根據美光聲明,此次收購標的包含一座現有的300mm (12吋) 晶圓廠無塵室,面積約為30萬平方英尺。這項交易預計將於2026年第二季完成,待協議正式簽署,並且取得監管核准後,美光將取得該廠區所有權。 美光全球營運執行副總裁Manish Bhatia指出,收購現有的前段製程無塵室,將能與美光目前在台灣 (尤其是鄰近的台中廠區)的營運形成互補。在記憶體需求持續超越供給的市場現況下,這能更快速提升產能服務客戶,並且發揮營運綜效。 雙方展開策略合作:後段封測與利基型DRAM 這筆交易不僅僅是單純的資產買賣,更包含了技術與業務上的深度綁定。意向書內容顯示,美光將與力積電建立長期合作關係,重點涵蓋: • DRAM晶圓後段組裝製程 (post-wafer assembly processing):雙方將在此領域進行合作。 • 利基型DRAM:美光將協助力積電精進其既有的利基型DRAM產品線。 時程表:2027下半年貢獻產能 在交易完成後,美光計畫分階段將設備導入銅鑼P5廠,而力積電則會在特定期間內轉移該廠的營運。美光預期,這座新入列的晶圓廠將自2027年下半年 起,開始為公司的 DRAM 營收帶來顯著貢獻。 分析觀點 這樁收購案反映2026年半導體市場的兩個關鍵現狀:「產能焦慮」與「資本重分配」。 對美光而言,隨著AI伺服器對HBM (高頻寬記憶體) 與DDR5的需求呈現爆炸性成長,重新蓋一座晶圓廠動輒需要3到5年,緩不濟急。直接買下力積電現成的銅鑼P5廠,雖然還需要時間裝機調整,但比起從整地開始蓋廠,至少省下了一半以上的時間成本。同時,銅鑼與美光台中的後段封測基地地緣相近,更有利於打造緊密的生產聚落。 而對力積電來說,一口氣進帳18億美元現金,則有更大利益。在成熟製程競爭激烈的當下,將尚未完全填滿產能的P5廠直接變現,不僅能改善財務結構,更能透過與美光的「策略合作」,獲得技術上的支援 (特別是利基型DRAM),這或許是力積電轉型輕資產、聚焦高毛利產品的一步好棋。
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Nachfrageexplosion: Auch PSMC könnte für Sandisk in Zukunft NAND-Flash fertigen Aus Asien kommen Gerüchte, dass Sandisk versucht, NAND-Flash auch bei PSMC fertigen zu lassen. Die extreme Nachfrage lässt nichts unmöglich.

Nachfrageexplosion: Auch PSMC könnte für Sandisk in Zukunft NAND-Flash fertigen #PSMC #Sandisk #Flash

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Pak Suzuki Rating Upgraded with Stable Outlook The Pakistan Credit Rating Agency (PACRA) has upgraded the Pak Suzuki rating, elevating its long-term rating from AA- to AA and its short-term rating from A1 to A1+, maintaining a stable outlook. This upgrade highlights Pak Suzuki Motor Company Limited’s (PSX: PSMC) robust business fundamentals and its leading position among automotive original equipment manufacturers (OEMs) […] The post Pak Suzuki Rating Upgraded with Stable Outlook appeared first on TechJuice.
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In Spielberg ist eine Werbebrücke auf die Strecke gefallen. Zum Glück in einem Moment, wo kein Rennen war. #F1 #PSMC #F2 #F3

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Soitec Teams Up with PSMC on Ultra-Thin TLT Technology for Nanoscale 3D Stacking Soitec, a global leader in the design and manufacture of cutting-edge semiconductor materials, has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC). As part of this collaboration, Soitec will provide PSMC with 300mm substrates featuring an integrated release layer, making them Transistor Layer Transfer (TLT) ready. These substrates will serve as the foundation for a new demonstration of advanced wafer-level 3D chip stacking.

#Soitec Teams Up with #PSMC on Ultra-Thin #TLTTechnology for #Nanoscale #3DStacking

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Excited to read this, I've been worried about the recurrence of these peaks in #PSMC graphs for years. Also, just on time before we submit one (a first for me). #PopulationGenetics #PopulationGenomics #MethodsMatter
bsky.app/profile/leonhilgers.bsky...

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Avoidable false PSMC population size peaks occur across numerous studies Hilgers et al. detect and solve a common artifact in PSMC and related methods for historical population size inference. Analyses of real and simulated genomes show that ill-set default parameters fals...

‼️These #PSMC #peaks are #artifacts‼️

Seen #PSMC results like this🤔?
They are caused by ill-set parameters, #very #common, and #easy #to #solve!

For details see 🧵& OA paper @currentbiology.bsky.social
🙂🐢🧬🎉!

cell.com/current-biol...

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To all #PSMC users. A prominent PSMC peak followed by a collapse is typically an artifact. @leonhilgers.bsky.social publiation in @currentbiology.bsky.social shows how to avoid this with simple parameter adjustments. www.cell.com/current-biol...

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