Powerchip Semiconductor Manufacturing Corp. (PSMC) saw DRAM account for 50% of its Q2 revenue, which grew 53% year-on-year to NT$17.3 billion (US$537 million). The company's Q3 began with a 45% price increase for July DRAM wafer starts due to strong demand, alongside a projected US$488 million in capex this year. PSMC is relocating equipment from its Tungluo fab, acquired by Micron, to Hsinchu.
A 45% price hike for DRAM wafer starts indicates severe supply tightness and strong demand, driving up memory costs for AI infrastructure.