美光正在收购台湾的力积电P5铜锣厂，并计划到2028年大幅提高其晶圆产量。该工厂的B区正在设计为兼容EUV和先进HBM制造，可能支持HBM3E和HBM4E等未来的DRAM节点。虽然A区正在转换为现有工艺，但整体扩张预计将使美光的产能超出初步估计。 AI
影响 美光扩大的HBM生产能力可能会影响AI加速器和高性能计算的供应链。
排序理由 对一家主要半导体工厂的收购和扩建进行分析，该扩建将影响未来的内存生产能力。
AI 生成摘要 · Google Gemini · 来自 10 个来源。 我们如何撰写摘要 →
For more details, including Micron's Tongluo site, please refer to our Memory Model, where we offer comprehensive insight on memory (10/10): https://t.co/aKKMh3y6OH
But by the end of 2028, Micron’s wafer output could be much larger than expected. That growth would be driven by the two Tongluo phases, plus Idaho 1 and Idaho 2 ramps. (9/10)
In the near term, we do not think these incremental wafers materially change the 2027 DRAM supply/demand picture. The timing is too late, especially for Section B. (8/10)
Section B could also be larger than previously assumed. If Micron applies a similar cleanroom optimization strategy there (which is likely the case), maximum capacity could reach roughly higher than 40-45kwspm previously assumed. (7/10)
Micron appears to be actively reshuffling cleanroom space in Section A and Section B That could lift expected capacity materially higher than 45–50kwspm. (6/10)
Initially, many expected the Tongluo site to reach around 90k wafer starts per month in total capacity. But the latest industry chatter suggests the ceiling may be higher. (5/10)
That means Section B could support 1b for HBM3E/HBM4, or potentially 1γ for HBM4E. This matters because EUV compatibility gives Micron more flexibility for future DRAM and HBM nodes. This also give additional space for Micron to conduct more node migration and increase bit
Section B is different. The cleanroom has not broken ground yet, so it is unlikely to come online before the end of 2027. But because Micron can design it from scratch, it should be built to support EUV and advanced HBM manufacturing. (3/10)
The site has two key sections: Section A and Section B. Section A already exists and is now being converted for likely Micron’s 1b DRAM process. Because it is not EUV-compatible, 1b is a practical fit for the existing cleanroom setup with proper equipment from Micron in coming
Earlier this year, Micron announced it would acquire PSMC’s P5 Tongluo fab in Miaoli, Taiwan—the process has officially begun. At first glance, this looked like a straightforward legacy logic/memory fab acquisition. But the details worth a close look. (1/10) 🧵 https://t.co/6OQyI…