04/01/2025, 04:20 AM UTC
格罗方德将与联电合并？联电回应GlobalFoundries and UMC Merger Speculation: UMC Responds
➀ 格罗方德一直在与联电就潜在的合并进行联系，两年前就探讨了潜在的合作关系，但之前一直没有取得进展。
➁ 这项拟议的合并旨在创建一家更大的晶圆代工企业，这将确保美国成熟制程芯片的供应，并在美国投资研发。
➂ 联电和格罗方德在2024年四季度晶圆代工市场分别以5.5%和4.7%的份额位居第四和第五。
➃ 合并后的整体季度营收将达到37亿美元，在全球晶圆代工市场的份额有望突破10%，超越三星电子成为仅次于台积电的第二大晶圆代工业者。
➄ 两者在制程工艺方面存在互补之处，合并后将拥有涵盖标准成熟制程、先进FD-SOI、特色工艺、先进封装、硅光子等的技术组合；产能上将遍布美、亚、欧三大洲。
➅ 这笔可能的合并交易将面临反垄断审查等挑战，以及如何处理与英特尔的协议。
➆ 联电对最新的传闻回应称，目前没有任何合并案进行。
➀ GlobalFoundries has been in contact with UMC regarding a potential merger, exploring a partnership two years ago but without progress.
➁ The proposed merger aims to create a larger wafer fabrication company, ensuring the supply of mature process chips in the US and investing in R&D.
➂ UMC and GlobalFoundries rank fourth and fifth in the wafer fabrication market with 5.5% and 4.7% shares respectively in Q4 2024.
➃ The combined revenue would reach $3.7 billion, potentially surpassing Samsung to become the second-largest wafer foundry after TSMC.
➄ Both companies have complementary process technologies and a production footprint across three continents.
➅ The merger faces challenges such as antitrust reviews by regulatory departments and handling agreements with Intel.
➆ UMC responded to the rumors by stating that there are no ongoing merger cases.
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