Dec. 24 at 3:28 PM
Rumour:
$MU s in talks w/ PSMC to produce memory at the company’s newly completed Tongluo fab in Miaoli, Taiwan, which still has room to add at least 40,000–50,000 wafers of monthly capacity, w/ the goal of bringing new output online as quickly as possible.
$SNDK is also seeking cooperation w/ PSMC as well
PSMC’s Tongluo fab has already completed construction & was designed from the outset w/ memory manufacturing processes as its core focus
Tongluo fab has equipment installed for only just over 8,000 wafers, implying an equipment utilization rate of roughly 20% and leaving substantial room for expansion
Micron CEO expects memory markets to remain tight beyond 2026 and that, in the medium term, the company expects to meet only about half to two-thirds of demand from several key customers.
