存储芯片龙头，计划扩产

Group 1 - Micron Technology has signed a letter of intent to acquire a wafer fabrication facility from Nanya Technology Corporation for $1.8 billion to expand its memory chip production capacity [1] - The acquisition involves taking over the P5 facility located in Tongluo, Taiwan, with plans to gradually increase DRAM output after the transaction is completed in the second quarter [1] - Micron expects significant DRAM wafer output from this transaction in the second half of 2027 [1] Group 2 - Micron will also collaborate with Nanya on wafer-level packaging and assembly, supporting Nanya's traditional DRAM product lineup [2]