Pubblicato in: Economia e Produzione Industriale, Geopolitica Mondiale, Medio Oriente

Global Foundries costruisce uno stabilimento di wafer da 10$bn in Chengdu

Giuseppe Sandro Mela.

2017-02-16.

2017-02-14__aerial_photograph_of_globalfoundries_dresden

«GlobalFoundries (stylized as GLOBALFOUNDRIES) is a semiconductor foundry headquartered in Santa Clara, California, United States. GlobalFoundries was created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD) on March 2, 2009, expanded through the acquisition of Chartered Semiconductor on January 23, 2010, and further expanded through the acquisition of IBM Microelectronics on July 1, 2015. The Emirate of Abu Dhabi is the owner of the company through its subsidiary Advanced Technology Investment Company (ATIC). On March 4, 2012, AMD announced they divested their final 14% stake in the company, which concluded AMD’s multi-year plan to divest its manufacturing arm.» [Fonte]

*

«Globalfoundries, produttore di chip per conto terzi e partner di AMD nella produzione delle ultime GPU Radeon, ha annunciato il nuovo processo produttivo a 7 nanometri FinFET.

L’azienda ha deciso saltare il processo a 10 nanometri, investendo risorse umane ed economiche nella produzione a 7 nanometri.

La scelta è stata dettata dai miglioramenti prestazionali e di consumi solo marginali – rispetto ai 14/16 nanometri FinFET – osservati nelle fasi di ricerca e sviluppo con i 10 nanometri FinFET. I clienti di Globalfoundries potranno iniziare a progettare chip a 7 nanometri dalla seconda metà del 2017, con un primo approccio alla produzione (risk production) all’inizio del 2018.» [Fonte]

*

Diamo adesso una rapida occhiata alle scatole cinesi.

Advanced Technology Investment Company (ATIC).

«Established in 2008, the Advanced Technology Investment Company (ATIC) is a specialist investment company mandated to focus primarily on the global advanced technology sector. ATIC is a wholly-owned subsidiary of Mubadala Development Company, a catalyst for the Emirate’s economic diversification, managing long-term, capital-intensive investments that deliver strong financial returns and tangible social benefits to the region.

ATIC has a clear and single purpose:

To deliver superior financial returns to its shareholder by responsibly and sustainably investing in, and building, leading technology companies around the world.»

*

Mubadala Development Company.

«Mubadala Development Company PJSC (Mubadala) is a state-owned holding company that can be characterized as a National Wealth Fund. It was established in October 2002 as a Public Joint Stock Company and is a wholly owned investment vehicle of the government of Abu Dhabi, in the United Arab Emirates.

Mubadala’s mandate is to facilitate the diversification of Abu Dhabi’s economy. Its focus is on managing long-term, capital-intensive investments intended to deliver strong financial returns and tangible social benefits for the emirate.» [Fonte]

La Mubadala Development Company ha total assets per 55.21 miliardi di Usd, e total equity per 37 miliardi di Usd. Pur essendo una compagni pubblica, ha solo 700 dipendenti.

Chairman è HH Sheikh Mohammed bin Zayed Al Nahyan e Ceo è Khaldoon Khalifa Al Mubarak.

Ricordando come HH Sheikh Mohammed bin Zayed Al Nahyan altro non sia che il Principe ereditario di Abu Dhabi, è sequenziale dedurne come la Mubadala Development Company più che compagnia di stato sia proprietà personale dell’Emiro, inter alias.

Per quanti avessero il senso dell’umorismo, potremmo citare queso particolare:

«Al-Nahyan has been underlining his commitment to the fight against human trafficking by funding the ‘Global Report on Trafficking Persons’ through a Dh55 million donation to the United Nations Global Initiative to Fight Human Trafficking (UN.GIFT)»

*

Il resto è usuale cronaca.


MIT Technology Review. 2017-02-13. The U.S. Chip Industry Is Growing–in China

American chip maker Global Foundries is defying President Trump to build a $10 billion fabrication facility in Chengdu.

*

In a move that may upset the Trump administration, California-based chip maker Global Foundries has announced that it plans to build a new fabrication plant in China at a cost of $10 billion.

The move is part of an expansion strategy that will include increasing production of its semiconductors in facilities in the U.S., Germany, and Singapore. But the U.S. facilities are likely to see the most modest growth.

The new Chinese plant, which will be built in the city of Chengdu, is quite another story. It’s expected to produce up to 85,000 silicon wafers per month by the end of 2019, according to AnandTech, making it one of the company’s highest-capacity plants.

The New York Times suggests that Chinese government initiatives are to thank for the new plant. Heavy investment in the semiconductor industry and new initiatives that encourage domestic companies to use chips built inside Chinese borders mean that it’s a good time to set up shop in China.

Several Asian tech firms have recently stated that they plan to set up manufacturing operations in the U.S. in the coming years. In another article, though, the Times suggests that CEOs of Chinese companies may have taken a cue from Trump’s style of business: make big promises, even if they’re unlikely to come to full fruition. 

The GlobalFoundries news serves as a reminder that whatever Trump may say, the East still exerts a powerful appeal. It’s understandable: there’s a talented workforce, reasonably priced labor, and a healthy market to boot.

The White House knows that this is a problem. Late last year, the Obama administration put together a new task force of industry experts in a bid to help home-grown semiconductor companies battle overseas challengers and expand their fabrication operations in the U.S. But there’s still, clearly, a way to go.

(Read more: AnandTech, New York Times, “China’s Bid to Dominate the Chip Industry Is in Danger of Falling Short,” “Made in America: Asian Tech Giants Say They Will Expand U.S. Operations Under Trump,” “Can the White House Make America’s Chip Industry Great Again?”)

Annunci