Micron Eyes PSMC for DRAM Production Boost

According to Taiwanese media reports, driven by persistent DRAM shortages and rising prices, major memory chip manufacturer Micron is reportedly in talks with wafer foundry Powerchip Semiconductor Manufacturing Corporation (PSMC) to collaborate at PSMC's new Tainan facility. The goal is to accelerate DRAM production by introducing relevant technology and equipment, aiming to bring new capacity online as quickly as possible.

The reports suggest three potential cooperation models between Micron and PSMC: a pure foundry model, a technology-transfer plus equipment integration model, and a model allowing partial in-house sales. The latter could offer the greatest advantage to PSMC.

PSMC's Tainan site covers over 110,000 square meters with a maximum monthly capacity of 50,000 wafers. Currently, only about 8,000 wafers' worth of equipment has been installed, corresponding to an operational rate of roughly 20%. For Micron, which urgently needs to expand production, the site offers substantial room for growth and operational flexibility, making the Tainan facility a focal point in the market.

Notably, PSMC has previously been linked to potential collaborations with other major memory companies, including SanDisk. Micron's engagement adds to the foundry's prominence amid the ongoing DRAM shortage wave.

PSMC has confirmed discussions with several large memory manufacturers but declined to provide specifics. Micron has not commented.