不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月22日消息，在全球存储器持续紧缺、价格快速上涨的背景下，国际大厂正积极寻求产能合作。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 据报道，继闪迪传出与力积电洽谈后，业界最新消息指出，美光也与力积电就产能合作展开协商，使力积 电在这一波存储器热潮中成为备受关注的合作对象。 据悉，美光希望利用力积电位于铜锣的新建晶圆厂，快速导入自身技术与设备以扩充存储器产能。 该厂房已完工且尚有4万至5万片月产能的扩充空间，能大幅缩短新产能的开出时间。消息人士透露，双方 目前正就至少三种合作模式进行讨论。 美光此前已在财报会议中强调了扩大产能的紧迫性，并将2026财年的资本支出从原计划的180亿美元上调 至200亿美元。 公司执行长梅罗塔指出，当前存储器供应"远远跟不上客户需求"，短期内难以缓解，对部分关键客户仅能 满足约50%至三分之二的订单量，因此对新产能的需求十分迫切。 在产能建设周期较长的半导体行业，力积电铜锣新厂因其"即战力"特性而具有显著优势。 该厂厂房已建设完成，且厂区设计本就以存储器工艺为核心，洁净室与管线配置均符合量产要求，无需经 历漫长 ...

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].

Core Viewpoint - The meeting between Ambassador Tang Zhongdong and the Chairman of the Nouadhibou Regional Council, Bazeed, emphasizes the strengthening of local government cooperation between China and Mauritania, highlighting the historical friendship and ongoing collaboration since the establishment of the sister city relationship in 2018 [2][3]. Group 1 - Ambassador Tang highlighted the long-standing friendly relations between China and Mauritania, noting the establishment of a sister city relationship between Fuzhou and Nouadhibou in September 2018, which has led to robust bilateral cooperation [3]. - The Chinese side expressed willingness to enhance cooperation with the Nouadhibou region, focusing on mutual learning in local governance and promoting practical economic and investment collaboration to improve regional living standards [3]. - Chairman Bazeed pointed out the Nouadhibou region's rich mining and fishing resources, emphasizing its economic development advantages and the desire to establish a regular cooperation mechanism with China, focusing on capacity cooperation and technology exchange in local advantageous industries [3].

Group 1 - Jiangsu's import and export to ASEAN reached 791.73 billion yuan from January to September, a year-on-year increase of 22.8% [1] - New麦机械 (China) Co., Ltd. exported baking machinery worth 250,000 yuan to Vietnam, benefiting from a tariff reduction of 11,000 yuan due to the China-ASEAN Free Trade Area origin certificate [1] - Jiangsu华绿生物科技集团 Co., Ltd. exported 1,133.18 tons of edible mushrooms to ASEAN, a nearly 80% year-on-year increase [1] Group 2 - Jiangsu红柳床单有限公司 established a textile printing and dyeing production base in Vietnam, achieving over 9 million yuan in exports to ASEAN and benefiting from over 300,000 yuan in tariff reductions [2]

Core Viewpoint - The China-Egypt TEDA Suez Economic and Trade Cooperation Zone is emerging as a model project for connecting China's Belt and Road Initiative with Egypt's Suez Canal Corridor Economic Zone, driven by a surge in enterprise settlement and investment exploration since last year [1][4]. Group 1: Development and Investment Trends - The TEDA Cooperation Zone has experienced a peak in enterprise settlement and investment exploration since last year, with 350 delegations received last year and even more this year, indicating a booming interest [2]. - The zone has seen a significant increase in large projects from listed companies, with eight industry-leading projects launched last year alone, contrasting with the previous prevalence of small and medium-sized enterprises [2]. - The total area of the cooperation zone is 7.34 square kilometers, which is now fully sold out, prompting discussions to extend the area by an additional 3 square kilometers to accommodate more enterprises [3]. Group 2: Factors Attracting Investment - Egypt's stable social environment, advantageous geographical location, lower production costs, and reduced tariff barriers are key factors attracting Chinese enterprises to invest in Egypt [4]. - The cost of water, electricity, and gas in Egypt is approximately half that of China, and the monthly salary for skilled workers is around 1,000 RMB, which is lower than in Vietnam and Thailand [4]. Group 3: Suitable Enterprises for Investment - Enterprises with core competitiveness that aim to produce in Egypt for export to international markets are considered well-suited for investment in the region [6]. - Companies are advised to focus on international markets rather than solely on the local Egyptian market to avoid potential risks associated with currency fluctuations and market saturation [6]. Group 4: Industry Clusters and Opportunities - The TEDA Cooperation Zone has developed industry clusters in new building materials, oil equipment, high and low voltage equipment, machinery manufacturing, textiles, chemicals, new energy, and white goods [6]. - Enterprises that can form upstream and downstream partnerships within these industry clusters are encouraged to consider investment opportunities [6]. Group 5: Strategic Considerations for Investment - Companies are recommended to possess strong strategic analysis and legal capabilities before investing in Egypt, as understanding local regulations and market conditions is crucial [7]. - Obtaining the "Golden License" from the Egyptian government can provide significant advantages for projects that align with national strategic goals and have a high export orientation [7].