GlobalWafers Secures 10-Year Mega Deal with Micron and Receives $500 Million Strategic Investment

GlobalWafers (6488-TW) and Micron (MU-US) jointly announced today (9th) the deepening of their long-term strategic collaboration to jointly strengthen U.S. semiconductor manufacturing. Micron will provide $500 million in strategic funding to support the expansion of GlobalWafers’ U.S. operations and enhance its supply capacity. Both parties have also signed a 10-year Long-Term Agreement (LTA).

GlobalWafers stated that this partnership strengthens the resilience of advanced semiconductor silicon wafer supply, supporting growing demand for advanced memory driven by AI, high-performance computing (HPC), and data center applications, as well as securing key material supply for next-generation memory technologies. The collaboration also aims to jointly strengthen the U.S. semiconductor manufacturing ecosystem and local supply capabilities for critical materials.

GlobalWafers emphasized that by supplying stable and resilient advanced silicon wafers based on long-term customer demand, the company will further strengthen its local manufacturing capabilities in the U.S., supporting the long-term needs of the U.S. semiconductor supply chain for critical materials.

Dr. Doris Hsu, Chairman and CEO of GlobalWafers, said, "We are honored to deepen our strategic partnership with Micron to jointly support the growing demand for advanced memory in the AI era and ensure stable supply of critical semiconductor materials. This collaboration reflects GlobalWafers’ commitment to supporting our customers’ long-term development through steady investment, technological strength, and high-quality products, while jointly enhancing the resilience of the U.S. semiconductor supply chain. Going forward, we will continue to uphold our customer-centric and long-term partnership philosophy, working with global industry partners to promote stable development of the semiconductor supply chain."

Ben Tessone, Senior Vice President and Chief Procurement Officer at Micron Technology, stated, "Ensuring stable supply of critical materials is vital to supporting Micron’s long-term growth and technology roadmap. Our strategic partnership with GlobalWafers demonstrates our shared commitment to strengthening the U.S. semiconductor ecosystem, enhancing supply security for critical manufacturing materials, and driving long-term innovation capabilities necessary to support future technological advancements."

With the rapid development of AI and high-performance computing (HPC) applications, demand for advanced memory and semiconductor components in data centers and cloud infrastructure continues to rise, serving as a key long-term growth driver for the semiconductor industry and accelerating semiconductor usage.

As one of the world’s top three semiconductor silicon wafer suppliers, GlobalWafers offers a diverse product portfolio including polished wafers, epitaxial wafers, SOI wafers, FZ wafers, and compound semiconductor materials, supporting various sizes, technology platforms, and advanced semiconductor applications. Leveraging its comprehensive product lineup and silicon wafer manufacturing capabilities, GlobalWafers continues to capture long-term growth opportunities driven by the AI era, creating lasting value with its customers.

Meanwhile, the semiconductor industry’s focus on supply stability of critical materials, regional supply capacity, and advanced wafer manufacturing capabilities is increasing. GlobalWafers operates across Asia, Europe, and the U.S., with 18 manufacturing and operational sites across nine countries on three continents. Through its global manufacturing footprint and localized supply capabilities close to customers, GlobalWafers can provide more resilient, flexible, and proximity-based support tailored to different markets and customer needs.

GlobalWafers emphasized that this deepened collaboration with Micron demonstrates international customers’ trust in its regional supply strategy and advanced wafer manufacturing capabilities, highlighting the company’s long-term strategic value amid supply chain restructuring and the trend toward semiconductor localization.

GlobalWafers is currently the only semiconductor silicon wafer supplier participating in the U.S. CHIPS for America Program capable of producing advanced 12-inch wafers domestically. GlobalWafers America in Texas is not only the first fully integrated 12-inch advanced silicon wafer manufacturing facility in the U.S., but also a key investment by the company to strengthen local advanced wafer production. Through this collaboration, GlobalWafers will further support Micron’s current and future-generation advanced memory products with silicon wafer supply, contributing to enhanced local supply of critical materials within the U.S. semiconductor ecosystem.