美光抢产能找上力积电，提出三种合作模式

Core Viewpoint - The semiconductor industry is experiencing a significant shortage and price surge, leading major companies like Micron and SanDisk to seek collaboration with Powerchip Semiconductor Manufacturing Corporation (PSMC) to leverage its existing capacity for memory production [1][2]. Group 1: Industry Dynamics - The semiconductor market is currently facing a severe supply shortage, with demand far exceeding supply, making it difficult for companies to meet customer needs [1]. - Micron has announced an increase in its capital expenditure for fiscal year 2026 from $18 billion to $20 billion, highlighting the urgency to expand memory production capacity [1]. Group 2: PSMC's Capacity and Appeal - PSMC's new Gonglu factory has already completed construction and is designed specifically for memory production, making it a prime candidate for rapid capacity expansion [2]. - The maximum monthly capacity of PSMC's Gonglu factory can reach 40,000 to 50,000 wafers, with only about 8,000 pieces of equipment currently installed, indicating significant room for expansion [2]. Group 3: Collaboration Models - Micron and PSMC are discussing at least three collaboration models: 1. A "pure foundry" model where Micron would move its existing equipment to PSMC for production, with all wafers returned to Micron [2]. 2. A "technology transfer plus equipment migration" model, where PSMC would return to being a memory product company, producing wafers for Micron while deepening technical ties [2]. 3. A "distribution model," which allows PSMC to retain a portion of the produced memory wafers for its own sales, maximizing profit potential in a high-price environment [3].