GlobalFoundries – 是否對台積電的新威脅?

Abstract

This article examines the impact to Taiwan Semiconductor Manufacturing Company (TSMC) when GlobalFoundries is formed. GlobalFoundries is a company consisting of AMD’s wafer manufacturing facility with Chartered Semiconductor Manufacturing, Inc., being financed by ATIC of Abu Dhabi. While AMD and Chartered have been the distant follower in their respective market segment, with Abu Dhabi’s financial resources, there is potential for the new GlobalFoundries to make advances in the foundry business. TSMC has been the world leader in semiconductor manufacturing foundries for many years. This article performs the analysis in three stages. First, the history of TSMC and GlobalFoundries is discussed. This will explain why GlobalFoundries came to existence with the merger of AMD manufacturing facilities, ATIC and Chartered Semiconductor Manufacturing, Inc. In the second stage, a brief overview of the foundry industry is discussed. This will set the stage of how TSMC and GlobalFoundries can compete in the future. At the last stage, we attempt to analyze TSMC and GlobalFoundries in terms of resources, market share, and marketing effort to see if GlobalFoundries has a chance of success in the foundry industry.

This article examines the impact to Taiwan Semiconductor Manufacturing Company (TSMC) when GlobalFoundries is formed. GlobalFoundries is a company consisting of AMD’s wafer manufacturing facility with Chartered Semiconductor Manufacturing, Inc., being financed by ATIC of Abu Dhabi. While AMD and Chartered have been the distant follower in their respective market segment, with Abu Dhabi’s financial resources, there is potential for the new GlobalFoundries to make advances in the foundry business. TSMC has been the world leader in semiconductor manufacturing foundries for many years. This article performs the analysis in three stages. First, the history of TSMC and GlobalFoundries is discussed. This will explain why GlobalFoundries came to existence with the merger of AMD manufacturing facilities, ATIC and Chartered Semiconductor Manufacturing, Inc. In the second stage, a brief overview of the foundry industry is discussed. This will set the stage of how TSMC and GlobalFoundries can compete in the future. At the last stage, we attempt to analyze TSMC and GlobalFoundries in terms of resources, market share, and marketing effort to see if GlobalFoundries has a chance of success in the foundry industry.