美光抢产能与力积电合作！

Core Viewpoint - The article discusses the ongoing global shortage of memory chips and the rising prices, highlighting the active collaboration between major international companies and the Taiwanese company Powerchip Semiconductor Manufacturing Corporation (PSMC) to expand production capacity [3]. Group 1: Industry Context - The global memory chip market is experiencing a significant supply shortage, with prices rapidly increasing, prompting major companies to seek capacity cooperation [3]. - Micron Technology has emphasized the urgency of expanding production capacity, raising its capital expenditure for fiscal year 2026 from $18 billion to $20 billion due to the inability to meet customer demand, fulfilling only about 50% to two-thirds of orders for key clients [3]. Group 2: Company Collaboration - Micron is in discussions with PSMC regarding capacity cooperation, aiming to utilize PSMC's newly built wafer fab in Taoyuan to quickly implement its technology and equipment for memory chip production [3]. - The new facility at PSMC has a potential monthly capacity expansion of 40,000 to 50,000 wafers, significantly reducing the time required to bring new capacity online [3][4]. Group 3: Facility Advantages - PSMC's Taoyuan facility is already completed and designed specifically for memory chip processes, with cleanroom and pipeline configurations meeting mass production requirements, allowing for rapid conversion to usable capacity without lengthy construction cycles [3]. - Currently, the facility has an installed capacity of approximately 8,000 wafers per month, with a utilization rate of about 20%, indicating substantial potential for expansion [4].