SemiAnalysis(@SemiAnalysis_):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) 🧵

2026.05.06 21:00

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) 🧵