Hsinchu, Taiwan, July 9, 2026 – GlobalWafers Co., Ltd. (6488) today announced that it will deepen its long-term strategic partnership with Micron Technology, Inc., a global leader in memory and storage solutions, and has reached a mutual intent to cooperate on Long-Term Agreement (LTA) and related collaboration frameworks.
The collaboration aims to further enhance the resilience of advanced semiconductor raw silicon wafer supply, support the growing demand for advanced memory driven by AI, high-performance computing, and data center applications, ensure the supply of critical materials required for future-generation memory technologies, and jointly strengthen the U.S. semiconductor manufacturing ecosystem and local critical materials supply capabilities.
The collaboration is expected to include US$500 million in strategic financing support from Micron to advance the development and supply capabilities of GlobalWafers’ U.S. operations, reinforcing the two companies’ long-term collaboration. The parties plan to establish a long-
term cooperation framework through a 10-year Long-Term Agreement (LTA), with the relevant collaboration details to be advanced in accordance with subsequent agreements and applicable procedures. GlobalWafers will supply stable and resilient advanced raw silicon wafers based on customers’ long-term demand. The collaboration is also expected to further strengthen GlobalWafers’ local manufacturing capabilities in the United States and support the long-term demand for critical materials across the U.S. semiconductor supply chain.
"Securing a reliable supply of critical materials is essential to supporting Micron’s long-term growth and technology roadmap," said Ben Tessone, senior vice president and chief procurement officer at Micron Technology. "Our strategic partnership with GlobalWafers reflects a shared commitment to strengthening the U.S. semiconductor ecosystem, enhancing supply assurance for a critical manufacturing material, and enabling the long-term innovation needed to support future technology advancements."
With the rapid development of AI and high-performance computing (HPC) applications, demand for advanced memory and semiconductor components from data centers and cloud infrastructure continues to rise, becoming an important long-term growth driver for the semiconductor industry and further accelerating semiconductor content growth. As one of the world’s top three semiconductor raw silicon wafer suppliers, GlobalWafers offers a diversified wafer product portfolio spanning polished wafers, epitaxial wafers, SOI wafers, FZ wafers and compound semiconductor materials, including silicon carbide (SiC) and gallium nitride (GaN), supporting a wide range of requirements across different wafer sizes, technology platforms and advanced semiconductor applications. Leveraging its comprehensive product portfolio and advanced wafer manufacturing capabilities, GlobalWafers continues to capture long-term growth opportunities driven by the AI era and create long-term value together with its customers.
At the same time, the semiconductor industry is placing increasing emphasis on the stability of critical materials supply, regional supply capabilities, and advanced wafer manufacturing capabilities. GlobalWafers’ operations span Asia, Europe, and the United States, with 18 manufacturing and operational sites across three continents and nine countries. Through its global manufacturing footprint and local supply capabilities close to customer needs, GlobalWafers is able to provide more resilient, flexible, and geographically proximate supply support in response to different market and customer requirements. This deepened collaboration with Micron also demonstrates the trust placed by a leading global customer in GlobalWafers’ regional supply strategy and advanced wafer manufacturing capabilities, while highlighting the Company’s long-term strategic value amid supply chain realignment and the trend toward semiconductor localization.
GlobalWafers is currently the only semiconductor raw silicon wafer supplier participating in the CHIPS for America Program that is capable of locally producing advanced 300mm wafers in the United States. GlobalWafers America, located in Texas, is not only the first advanced 300mm semiconductor raw silicon wafer manufacturing site with a fully integrated production process in the United States, but also an important investment by the Company to strengthen local manufacturing of advanced semiconductor wafers in the U.S. Through this collaboration, GlobalWafers will further support the raw silicon wafer supply required for Micron’s current and future generations of advanced memory products and help enhance the local critical materials supply capabilities of the U.S. semiconductor ecosystem.
GlobalWafers Chairperson and CEO Doris Hsu stated, “We are honored to deepen our long-term strategic collaboration with Micron, jointly supporting the growth in advanced memory demand in the AI era and the stable supply of critical materials for the semiconductor industry. This collaboration reflects GlobalWafers’ continued commitment to supporting customers’ long-term development through disciplined investment, technical strength, and high-quality products, while working closely with our customers to help enhance the resilience of the U.S. semiconductor supply chain. Looking ahead, GlobalWafers will continue to uphold a customer-oriented approach and long-term partnership mindset, working together with global industry partners to promote the stable development of the semiconductor supply chain.”
Company Website: www.sas-globalwafers.com
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