美光，收购一家台湾晶圆厂

Core Viewpoint - Micron Technology has announced a strategic acquisition of Powerchip Semiconductor Manufacturing Corporation's P5 wafer fab in Taiwan for a total price of $1.8 billion, aiming to enhance its DRAM production capacity to meet the growing global demand for storage chips [1][2]. Group 1: Acquisition Details - The acquisition involves a cash payment of $1.8 billion (approximately NT$56.9 billion) for the P5 wafer fab located in Miaoli County, Taiwan, which is a 12-inch wafer facility with a cleanroom area of about 300,000 square feet [1]. - The transaction is expected to be completed by the second quarter of 2026, with significant DRAM capacity growth anticipated starting in the second half of 2027 [1][2]. - The proximity of the P5 fab to Micron's existing facility in Taichung is expected to enhance operational synergies [1]. Group 2: Strategic Importance - Micron's Executive Vice President, Manish Bhatia, emphasized that this acquisition will complement Micron's current operations in Taiwan and effectively increase production capacity to better serve customers in a market where demand exceeds supply [2]. - The P5 fab is set to focus on niche processes such as 55nm and 40nm, with an initial design capacity of approximately 40,000 to 50,000 wafers per month, although only about 8,000 wafers per month of related equipment have been deployed due to market conditions [2]. Group 3: Historical Context - Micron's expansion in the semiconductor industry has been closely tied to the Taiwanese market, having previously acquired Elpida in 2012 and later acquiring a controlling stake in Nanya Technology [3]. - The acquisition of Powerchip's P5 fab is seen as a response to the increasing demand driven by AI applications, highlighting Micron's urgent need to expand its production capacity [3].