美光抢产能找上力积电，提出三种合作模式

爱集微2025-12-22

存储器大缺货、价格飙涨，存储器大厂晟碟（SanDisk）先前传出要找力积电合作后，业界最新消息指出，美光（Micron）也正与力积电（6770）谈合作，形成“双龙抢珠”态势，也让力积电在这波存储器热潮下，身价同步水涨船高。美光与晟碟一样，希望能在力积电已完工、仍可新增至少四、五万片产能空间的铜锣新厂，导入其技术与机台生产存储器，在最短时间开出新产能。消息人士透露，美光与力积电已有至少三种合作模式...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2593517645?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-22 07:17","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2593517645","market":"us","top_or_hot":-1,"title":"美光抢产能找上力积电，提出三种合作模式","media":"爱集微","content":"<div>\n<p>存储器大缺货、价格飙涨，存储器大厂晟碟（SanDisk）先前传出要找力积电合作后，业界最新消息指出，美光（Micron）也正与力积电（6770）谈合作，形成“双龙抢珠”态势，也让力积电在这波存储器热潮下，身价同步水涨船高。美光与晟碟一样，希望能在力积电已完工、仍可新增至少四、五万片产能空间的铜锣新厂，导入其技术与机台生产存储器，在最短时间开出新产能。消息人士透露，美光与力积电已有至少三种合作模式...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222071742a6beacfa&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光抢产能找上力积电，提出三种合作模式</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光抢产能找上力积电，提出三种合作模式\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 07:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222071742a6beacfa&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储器大缺货、价格飙涨，存储器大厂晟碟（SanDisk）先前传出要找力积电合作后，业界最新消息指出，美光（Micron）也正与力积电（6770）谈合作，形成“双龙抢珠”态势，也让力积电在这波存储器热潮下，身价同步水涨船高。美光与晟碟一样，希望能在力积电已完工、仍可新增至少四、五万片产能空间的铜锣新厂，导入其技术与机台生产存储器，在最短时间开出新产能。消息人士透露，美光与力积电已有至少三种合作模式...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222071742a6beacfa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222071742a6beacfa&s=b","article_id":"2593517645","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222071742a6beacfa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593517645","pubTimestamp":1766359041,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"美光与晟碟一样，希望能在力积电已完工、仍可新增至少四、五万片产能空间的铜锣新厂，导入其技术与机台生产存储器，在最短时间开出新产能。对于相关消息，美光至昨日截稿前尚无回应；力积电则说，确实与多家大厂洽谈合作当中，但无法透露细节。对于数家关键客户，美光目前仅能满足约五成至三分之二的供货量，对新产能需求殷切。消息人士透露，美光与力积电讨论的合作模式至少有三种。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4588":"碎股","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4605":"半导体精选","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","MU":"美光科技","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4512":"苹果概念","BK4527":"明星科技股","BK4543":"AI","BK4553":"喜马拉雅资本持仓","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4575":"芯片概念","BK4566":"资本集团","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV"},"translate_title":"Micron seeks power semiconductor to seize production capacity and proposes three cooperation models","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1.95},"content_text":"存储器大缺货、价格飙涨，存储器大厂晟碟（SanDisk）先前传出要找力积电合作后，业界最新消息指出，美光（Micron）也正与力积电（6770）谈合作，形成“双龙抢珠”态势，也让力积电在这波存储器热潮下，身价同步水涨船高。美光与晟碟一样，希望能在力积电已完工、仍可新增至少四、五万片产能空间的铜锣新厂，导入其技术与机台生产存储器，在最短时间开出新产能。消息人士透露，美光与力积电已有至少三种合作模式讨论中，“一切就等力积电点头”。对于相关消息，美光至昨（21）日截稿前尚无回应；力积电则说，确实与多家大厂洽谈合作当中，但无法透露细节。不过，美光上周已于财报会议预告追加存储器投资与建立新产能的急迫性，并将2026财年资本支出将由原规划的180亿美元，上调至200亿美元，执行长梅罗塔直言，目前存储器供货“远远无法跟上客户需求”，短期内难以缓解，在可预见的未来，整个产业供应仍将明显低于需求。对于数家关键客户，美光目前仅能满足约五成至三分之二的供货量，对新产能需求殷切。业界分析，新建一座晶圆厂，从动工、盖无尘室、设备进场到量产，动辄需一至两年以上，“远水难救近火”。相较之下，力积电铜锣新厂已完成厂房建设，且厂区设计原本即以存储器制程为核心，无论在空间配置、管线规格或洁净室条件上，都高度符合量产需求，成为少数可快速转换、立即放量的“即战力产能”。据了解，力积电铜锣新厂最大月产能可达4万至5万片，目前仅建置约8000多片设备，换算装机率仅约两成，扩产弹性充裕。这样“已盖好、却未将设备产能建置到最大”的晶圆厂，在当前存储器供给极度吃紧下，对急需新产能的国际大厂而言，吸引力非常大，让力积电铜锣新厂成为当红炸子鸡。消息人士透露，美光与力积电讨论的合作模式至少有三种。第一种是“纯代工”模式，即美光将既有后里厂的1xnm世代设备迁入力积电铜锣新厂生产，晶圆全数回销美光，力积电仅认列代工收入。第二种是“技转加设备迁入”模式，力积电重新回归存储器产品公司角色，量产晶圆回销技术母厂，在产品与技术上与原厂更深度绑定。第三种是“分销制”，可视为“模式一+模式二”的延伸版本，最大差异在于双方谈妥条件后，力积电产出的存储器晶圆当中，可保留一定比重自行销售。在存储器价格狂飙的环境下，能直接认列产品毛利，被视为对力积电最有利的方案。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593517645","isCrawlerRequest":true}