【芯闻前沿】中国台湾力积电联手美光科技重塑DRAM产业链格局

物理微电子前沿...02-20

近期，晶圆代工厂力积电宣布与全球存储巨头美光科技达成一系列具有深远意义的合作协议。从交易结构到技术路线，这不仅是一笔单纯的资产处置与合作签约，更折射出存储产业在AI浪潮下的战略转向。根据披露的信息，此次合作的一大核心动作是力积电对其铜锣厂区部分资产的处置。与传统意义上的“卖厂”不同，本次交易仅涉及厂房及相关基础设施，并未包含关键生产设备。这种“轻资产化”的处理方式，显示出公司在转型过程中对核心制造...

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