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2014年8月5日 星期二

收拾晶圓代工廠殘局 的GLOBALFOUNDRIES故事


日本收拾晶圓代工廠殘局 爾必達已破產。

10年前IBM 晶圓代工廠的競爭力據說很高。

IBM意給10億美元「賠」嫁 送掉虧損晶圓廠

 
 
(更新:市場分析師意見)

彭博引述消息人士報導,IBM(International Business Machine,國際商業機器)有意付出現金給晶圓代工業者GLOBALFOUNDRIES(格羅方德),希望GLOBALFOUNDRIES併購旗下位於美國紐約州的晶圓代工廠。

報導指出,IBM可能付出多達近10億美元(300億台幣)給GLOBALFOUNDRIES,但GLOBALFOUNDRIES可能要求到20億美元(600億台幣),以確實彌補可能因為併購案而衍生的損失。

GLOBALFOUNDRIES是全球第2大晶圓代工廠,由阿布達比主權基金持有多數股權。報導指出,GLOBALFOUNDRIES對於收購IBM晶圓廠意願不高,給予該廠極低的評價,是因為該廠設備已經老舊。

IBM半導體生產事業年虧損約15億美元(450億台幣),是IBM目前亟欲擺脫的虧損事業。一旦IBM無法順利擺脫晶圓廠,要持續有效經營,必須再度投入數十億美元更新技術與設備。不過,半導體生產事業對於IBM年營收貢獻度極低,不到2%,IBM不願再度花費大筆金錢投資。

IBM願意付錢給買主以順利出脫晶圓廠,凸顯出IBM執行長羅米堤(Ginni Rometty)積極改善IBM營運表現的決心;IBM營收已經連續9季衰退。市場分析師指出,IBM主要營收來源是軟體,擺脫虧損半導體生產事業,集中更多資源發展核心業務是非常合理的決策。(王秋燕/綜合外電報導)



GlobalFoundries (stylized as GLOBALFOUNDRIES) is a semiconductor foundry with its headquarters located in Santa Clara, California. GlobalFoundries was created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD) on March 2, 2009, and expanded through the acquisition of Chartered Semiconductor on January 13, 2010. The Emirate of Abu Dhabi is the owner of the company through its subsidiary Advanced Technology Investment Company (ATIC). On March 4, 2012, AMD announced they divested their final 14% stake in the company, which concluded AMD's multi-year plan to divest its manufacturing arm.[3]
The firm manufactures integrated circuits in high volume mostly for semiconductor companies such as AMD, BroadcomQualcomm, and STMicroelectronics. It has five 200mm fabrication plants in Singapore, and two 300 mm fabrication plants each inGermany and Singapore, as well as a new 300mm fabrication plant in MaltaSaratoga County, New York in the United States scheduled to begin volume production in 2013.[4]
Sanjay Jha is the Chief Executive Officer (CEO) of GlobalFoundries.[5]

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