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WASHINGTON: GlobalFoundries<\/a> could expand output at its flagship U.S. plant or break ground on a new one next to it, the chief executive of the semiconductor contract manufacturer told Reuters on Wednesday.
U.S.-based GlobalFoundries<\/a>, a unit of Abu Dhabi's state-owned fund Mubadala, could install new equipment to take advantage of 30% to 40% of floor space that is unused at its Malta, New York factory, which would boost output within 12 to 14 months. In a second phase, it may build an adjacent plant that could be producing chips by 2024, CEO Tom Caulfield said in interview.
Caulfield said the plans would hinge on customer demand - which has been difficult to predict during the coronavirus pandemic - and could be significantly sped up if U.S. lawmakers pass a $22.8 billion package to bolster domestic chip manufacturing.
On Tuesday, GlobalFoundries, which makes specialty chips for customers such as Advanced Micro Devices<\/a> Inc and Broadcom<\/a> Inc, said it had secured a purchase option agreement for about 66 acres of undeveloped land adjacent to its Malta plant. Expanding the existing plant would cost \"in the single-digit billions\" while building a new plant would cost \"high single-digits or higher,\" he said without elaborating.
Lawmakers in Washington are calling for more funds to fuel growth of U.S. chip foundries, as the Trump administration faces off with Beijing to dominate the high-tech industry.
GlobalFoundries has direct and indirect business with Huawei Technologies Co Ltd, the biggest target of U.S. technology restrictions, but Caulfield said Huawei is \"not a very appreciable part of our business\" and that GlobalFoundries complies with all U.S. regulations.
Republican Senator John Cornyn and Democratic Senator Mark Warner introduced a bill this month to provide more than $22.8 billion in aid for semiconductor manufacturers and more legislation is expected.
\"There's only a certain pace at which we can go,\" Caulfield said. \"A partnership with the U.S. can accelerate that capability. ... What may take us five years, we can accelerate to two years.\"
In overall revenue, GlobalFoundries is the world's third-largest foundry behind Taiwan Semiconductor Manufacturing<\/a> Co Ltd and Samsung Electronics<\/a> Co Ltd but ranks second-largest when factoring out the part of Samsung's foundry business that makes chips for other elements of the Korean firm.
GlobalFoundries expects flat revenue this year of about $5.5 billion, below its initial forecast of $6 billion, after selling a custom-chip business to Marvell Technology Group Ltd for $600 million last year. GlobalFoundries viewed the business as competing with its own customers.
The manufacturer still plans an initial public offering that allows Mubadala to maintain a majority stake, but the listing may slip into 2023 from a previously projected 2022, Caulfield said, adding the timing depends more on financial milestones than a date. (Reporting by Alexandra Alper in Washington and Stephen Nellis in San Francisco; Editing by Aurora Ellis, Richard Chang and Richard Pullin)
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GlobalFoundries眼睛新芯片工厂华盛顿考虑半导体刺激:CEO
GlobalFoundries可能扩大输出旗舰美国植物或在旁边一个新的破土动工,半导体合同制造商的首席执行官在周三对路透表示。
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华盛顿:GlobalFoundries可以扩大输出旗舰美国核电站或在旁边一个新的破土动工,半导体合同制造商的首席执行官在周三对路透表示。
总部设在美国的GlobalFoundries阿布扎比的国有基金Mubadala,安装新设备可以利用未使用的30%到40%的面积在马耳他、纽约工厂,这将提高产量在12到14个月。在第二个阶段,它可能构建一个相邻的工厂,可以生产芯片,到2024年,首席执行官汤姆·考尔菲德在采访中说。
·考尔菲德表示,计划将取决于客户需求——这是很难预测的冠状病毒大流行期间,可以显著加快,如果美国国会通过一项228亿美元的计划来支持国内的芯片制造。
周二,GlobalFoundries,使得专业芯片等客户高级微设备公司和博通公司公司表示,它已经获得了购买选择权协议约66英亩的未开发土地毗邻的马耳他工厂。扩大现有的工厂将成本“个位数的数十亿美元”,而建立一个新工厂成本“高个位数或更高,”他说,没有详细说明。
在华盛顿议员呼吁更多的资金来推动增长的美国芯片代工厂,特朗普政府面临了北京高科技产业。
GlobalFoundries直接和间接业务与华为技术有限公司,美国最大的目标技术限制,但·考尔菲德说华为是“不是很可观的一部分我们的业务”,GlobalFoundries符合美国规定。
共和党参议员John Cornyn和民主党参议员马克华纳本月提交了一份法案,为半导体制造商提供超过228亿美元援助,更多的立法预计。
“只有一定的速度,我们可以,”·考尔菲德说。“与美国合作可以加速能力……我们可能需要五年,我们可以加速两年。”
整体收入,GlobalFoundries是世界上第三大的铸造台湾积体电路制造股份有限公司有限公司和三星电子有限公司但排名第二大当保理出三星的铸造业务,使芯片的一部分韩国公司的其他元素。
GlobalFoundries预计今年平收入约为55亿美元,低于其最初预测的60亿美元,之后销售定制芯片业务Marvell Technology Group Ltd .)去年以6亿美元的价格。GlobalFoundries认为业务是与自己的客户。
制造商仍计划首次公开发行(ipo),允许Mubadala保持多数股权,但清单可能会拖延到2023年,从先前预测的2022年,·考尔菲德补充说,时机取决于金融里程碑日期。(完亚历山德拉高山在华盛顿和斯蒂芬·内尔尼斯在旧金山;编辑极光埃利斯,Richard Chang和理查德牵引)
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