半导体芯闻·2026-01-20 10:05Core Viewpoint - The article discusses the strategic moves of U.S. semiconductor companies, particularly Micron and Intel, in response to the U.S. government's tariffs on semiconductor imports from South Korea and Taiwan, highlighting their efforts to expand capacity and gain a competitive edge in the semiconductor market [2][3]. Group 1: Micron Technology - Micron Technology, the third-largest memory semiconductor company globally, plans to acquire Taiwan's PSMC's P5 factory for $1.8 billion (approximately 2.66 trillion KRW), which includes a 300mm wafer cleanroom [2]. - The P5 factory currently operates at 20% capacity, producing 50,000 wafers per month, but plans to expand DRAM production starting in 2027 [2][3]. - This acquisition aims to address the growing global demand for storage and is expected to create synergies with Micron's existing facilities in Taiwan [2]. Group 2: Intel Corporation - Intel is accelerating its semiconductor business revival with a $28 billion (approximately 41 trillion KRW) investment in a wafer fabrication plant in Ohio, which is one of the largest semiconductor projects in the U.S. [3]. - The Ohio project, supported by $8.9 billion in government funding under the CHIPS Act, aims to produce advanced 1.4nm products and is expected to begin operations between 2030 and 2031 [3]. - Intel has recently hired GPU expert Eric Demers to enhance its artificial intelligence accelerator strategy, which is seen as a significant move to improve its competitive position in the AI market [3].