Starting from September 2025, the surge in AI demand has led to an imbalance in the supply and demand for memory products, with prices continuing to rise. Manufacturers such as Nanya Technology and Winbond Electronics have all planned to expand their production capacities. Following its acquisition of Powerchip's Tongluo plant, Micron Technology is now planning to acquire Innolux's fifth factory, rapidly expanding its memory business footprint by renovating existing facilities.
