https://mp.weixin.qq.com/s/JkTF36aoraaPvsoqz7TitA
6 replies (most recent on top)
Mubadala made a huge mistake in acquiring IBM Micro and it's "trusted foundry" business. Now it kind of puts the three US fabs (Malta, Burlington and East Fishkill) off limits from most foreign investors. Likely scenario is that GF will break into 2 pieces with Singapore, Dresden and the fake China fab going to some Chinese investors and US fabs being acquired in some gov't subsidized sale to a "trusted" USA entity.
only one way for GF to survive
not surprises that it will be sold. Mubadala finally had enough.
Question is whether if US regulators will allow it since UMC has significant Chinese business as well.
Fake news??
Hard to believe that this SLT will sell out to Taiwanese.
Just use Google Translate and you'll read:
Today, UMC announced that it plans to acquire Globalfoundries, the world's second largest wafer fab.
The world's third-largest fab is going to acquire the world's second-largest foundry. ...
UTI's Mubadala investment fund subsidiary ATIC (with 90% of Globalfoundries) is looking for potential buyers for Globalfoundries, the world's second-largest chip foundry. ATIC understands that fab business is not just an industry that can be won by burning money.
So before the value of GlobalFoundries fell, they were trying to sell it: "take money to leave."
This is what that link says:
大消息！UMC或收购GF
原创： 芯片圈首席 芯榜 昨天
广告1、现有一批mos晶圆，有需求的请联系 （微信：416000888）
广告2、推出32位M0单片机，兼容STM32F030系列，超高性价比。（微信：416000888）
今日消息，UMC传出拟收购全球第二大晶圆厂Globalfoundries .
全球第三大晶圆厂要收购全球第二大代工厂，这招数是不是类似于长电收购星科金朋，以小博大，蛇吞象的故事或又在上演。
阿联酋的穆巴达拉投资基金子公司ATIC(拥90%Globalfoundries股份)正在为全球第二大芯片代工厂Globalfoundries寻找潜在买家。
GF将跳过7nm工艺和7nm工艺，加入UMC、中芯国际、TowerJazz等行业，成为一家盈利丰厚的工厂。
事实上，有了CMOS、FinFET和FD-SOI的产品，UMC就可以保持业界领先!
基于这个原因，ATIC明白，晶圆厂的生意不只是一个光烧钱就能赢的行业。