GlobalWafers Chairwoman Hsu Shiu-lan stated that the newly signed 10-year long-term supply agreement (LTA) with Micron is the longest supply contract in the company's history. This agreement not only reflects customers' long-term confidence in the demand for AI, high-performance computing, and data centers, but also indicates a renewed willingness among silicon wafer clients to sign long-term contracts, with multiple customers having already resumed cooperation negotiations.Micron's willingness to commit to a 10-year LTA demonstrates that this wave of AI demand is not merely a short-term cycle, but rather a sustained, long-term growth trend.
