【SMM锡快讯:2027年全球DRAM供给或将上调】

‌上海有色网
Jan 21

根据消息,随着美光科技计划以18亿美元收购力积电在铜锣的厂房,双方将建立长期的DRAM先进封装代工关系,此次合作将有利于美光科技添加先进制程DRAM产能,并提升力积电的成熟制程DRAM供应,预估2027年全球DRAM产业供给将有上调空间。预估美光科技铜锣项目一期在2027年下半年可贡献的产能,将相当于美光科技2026年第四季度全球产能的10%以上。

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