ATIC buying Chartered!

Discussion in 'Graphics and Semiconductor Industry' started by 2senile, May 29, 2009.

  1. 2senile

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    http://www.eetimes.com/news/semi/showArticle.jhtml?articleID=217700724

    Thoughts?

    Is this possibly for more capacity to add to that of Global Foundries or simply part of the Abu Dhabi master plan to become less reliant on oil revenues?
     
  2. rjc

    rjc
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    Global Foundries on its own is not big enough on its own to be successful. The money already invested in GF is a great risk unless unless more scale is added.

    Also gives them access to lower cost asian fabs, GF has weakness cause of the costs associated with their location. Finally New York state is having tremendous financial shortfalls (thanks to wall st) likely to welch somewhat on previous concessions making the investment less certain of profitability.
     
  3. 2senile

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    Be a problem with Intel & the agreement regarding x86 so I'm wondering how Chartered would fit in with Global Foundries just now.

    I remember they did some work for AMD on CPUs in the past but with the rumoured TSMC 40nm "issues" I'm now wondering if Chartered has the where with all to handle bleeding edge GPUs.

    ..... or do you think buying into Chartered is something that is for down the line? Say, ~12mths?
     
  4. 2senile

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    Oooops!

    http://www.reuters.com/article/innovationNews/idUSTRE54S17520090529

    Might be a non event but
    Chartered might not have received an offer but Temasek, who hold the 60% stake in question, seem to want to unload. They approached TSMC last year about buying the stake in Chartered according to the article.
     
  5. rjc

    rjc
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    The WSJ thinks they are in negotiation now:
    Temasek Considers Offer
    and more recently:
    Temasek weighs sale of chip making unit
    I think if ATIC dont get what they want here, are going to go start looking elsewhere. Is not so much about the glamour chips ie cpu's and gpu's, more the plain vanilla commodity chips needed by world today.
     
  6. rjc

    rjc
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    Finally looks like the Chartered bid is on, found here:
    Full Details: ATIC Makes bid to Acquire Chartered

    They obviously were feeling some pressure to "go big or go home" :wink:

    From TSMC a week ago:
     
  7. Davros

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    On a related note:
    did you know that most people from the Persian Gulf don't like the Flintstones, but the people of Abu Dhabi do
     
  8. digitalwanderer

    digitalwanderer Dangerously Mirthful
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    I did not know that, any idea why? :|
     
  9. 2senile

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    *slaps DW"

    Toshiba were supposedly in talks with Chartered & GF, for 28nm next year.

    I really wish somebody would explain to me, in very simple terms, how AMD will be avoiding the pitfalls of the agreement with Intel ... & when said agreement expires/comes up for renewal.
     
  10. pcchen

    pcchen Moderator
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    To my understanding, the last time AMD and Intel signed a patent cross license agreement is in 2000, effective on 2001. Since the term is 10 years so it expires on 2011. So it's expected that they will have a new agreement talk in 2010. I don't think Intel will refuse to sign a new agreement with AMD because Intel also needs quite some patents from AMD. Although I'd say that a new agreement could be very different from the old one.
     
  11. Rufus

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  12. Sound_Card

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    What will Intel do without x64? I don't really think means all that much to intel atl all.
     
    #12 Sound_Card, Sep 8, 2009
    Last edited by a moderator: Sep 8, 2009
  13. trinibwoy

    trinibwoy Meh
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    Hahaha, now that's funny :lol:
     
  14. Davros

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    you'll be telling that to all your mates ;)
     
  15. 3dilettante

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    ATIC is its own entity and GF still has a 50/50 split in controlling shares between AMD and Abu Dhabi.

    I don't see any claims of a corprorate merging of ATIC's semiconductor assets.
    Unless otherwise stated, Chartered and GF could exist separately under the ATIC umbrella.

    edit:
    Never mind.
    I found another article outlining the corporate transition for combining the two.
    AMD's probably counting on the fact that, as a subsidiary, whatever GF does would be the actions of a quasi-independent entity.
    Even if this is the case, it seems awfuly generous of ATIC to purchase and combine another foundry with GF without some kind of dilution of AMD's ownership or control of GF.
    The wording of the licensing agreement doesn't seem to offer much more wiggle room, as the spin-off action already cuts profit dispensation and control shares almost to the limit of what's in the agreement.

    AMD, as partial owner of GF, would find that ATIC has "gifted" it a whole extra foundry division that AMD didn't contribute towards purchasing. Perhaps ATIC has extracted some other promise or there is some reason why AMD's diluted ownership won't breach a clause in its x86 agreement.
     
    #15 3dilettante, Sep 8, 2009
    Last edited by a moderator: Sep 8, 2009
  16. entity279

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    That's amazing :shock:
     
  17. AlexV

    AlexV Heteroscedasticitate
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    Or they'll not fuse Chartered into GirlfriendFoundries until the x86 agreement is renegociated, which IIRC happens soon since the current one is about to expire:-?
     
  18. 2senile

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    http://online.wsj.com/article/BT-CO-20090909-714020.html

    Well that solves any worries I had on that score. From what others have posted I would expect the "separate entities" to be merged in the future. Only sensible in the normal business world I think.

    I was under the impression the party in breach of the agreement would no longer have access to the other party IP while the other party would still be able to use IP belonging to the party in breach, which was my original concern in this instance.
     
  19. MrGaribaldi

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    I'm under the same impression, but that would require a breach of the contract which, to me, is not the same as not renewing the agreement. So, as I see it, Intel would have to get an arbitrator to agree that AMD is in breach of the agreement before the renegotiations.
     
  20. iwod

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    The thing is, When AMD were successful when Pentium 4 was crap, they did not even have the capacity to produce enough chips. For Retail and OEM Makers.

    GF is not any bigger then AMD at that time. Producing ATI and ST chips with GF dont make much sense. If AMD ever have another shot ( By looking at Intel 's roadmap they wont have any chance in the next 3 - 4 years )
     
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