However, compared with TSMC's high income, other companies are not so comfortable, whether it is Guangfa, UMC or SMIC.
Looking back at Grofonder, GF ranks second in the world only as a pure wafer foundry, but since AMD split it up and sold it, the operation of GF has been not smooth.
Technology can't keep up with companies such as TSMC and Samsung. At the 14nm node, Samsung's complete set of technologies is licensed to AMD processors and GPUs for OEM.
However, at the 7nm node, for some unknown reason, GF announced that it would abandon the research and development of processes at or below 7nm, and AMD could only choose TSMC.
Prior to this, Guangfa has taken many measures to solve its own financial difficulties. Since this half year, Guangfa has sold several fabs.
In June 5438+10, Guangfa sold the Fab 3E 8-inch wafer factory in Singapore to TSMC's world-class semiconductor company for 240 million US dollars.
In April, GF announced that it had reached an agreement with Anson Mei to sell the Fab 10 12 inch wafer factory in new york, USA to Anson Mei for 430 million dollars.
After selling Fab 10, GF Company stated that it would not sell any Fab and would focus on the company's revenue growth.
However, just a few days ago, Guangfa announced a new policy. They sold their ASIC business Avera Semiconductor to Marvell, and Marvell will pay GF 650 billion dollars in cash in the next 65,438+05 months. After meeting certain conditions, there will be an additional 90 million dollars, totaling 740 million dollars. The transaction is expected to be completed in FY 2020.
In Tui Tsai's view, it smells a bit "really fragrant", but then again, it is a correct decision for Guangfa to gradually split up its own business, sell it, take over its own industry and specialize in OEM. After all, without AMD, I am not in the mood to develop more advanced technology, and the huge and redundant cost can easily become a straw to crush myself.