PSMC (Tongluo) acquisition closed; Phase-1 tooling move-ins scheduled
Key Questions
What acquisition did Micron recently close?
Micron closed its ~$1.8B acquisition of PSMC's Tongluo fab in Taiwan. This accelerates AI memory growth with increased production by 2027.
What is the timeline for Phase-1 at the Tongluo fab?
Phase-1 tooling move-ins are scheduled for 2026-03-26, focusing on HBM back-end and wafer-on-wafer processes. Full ramps target Taiwan DRAM/HBM for 2026 AI demand.
What are the workforce plans for the new facility?
Micron plans 1k hires initially for a 15k workforce by H2 2027. This supports competition with SK Hynix and Samsung amid $25B capex.
Micron closed ~$1.8B Tongluo; Phase-1 2026-03-26 HBM back-end/wafer-on-wafer; 1k hires for 15k wfm H2'27, 300k sq ft cleanroom; second facility FY26 Taichung for AI ramps vs SK/Samsung/Idaho amid $25B capex/$200B expansion.
Sources (2)
Updated Apr 8, 2026