NT$25.3 billion, fabs make big equipment purchases

Ⅰ. 25.3 billion, wafer fab big money to buy equipment

On 4 November, China Taiwan wafer foundry world advanced announcement said, in order to cope with the company's business growth needs for production, the company's board of directors agreed to the company and subsidiaries of machinery and equipment and related plant equipment capital budget, 8-inch and 12-inch plant equipment and so on totalling 25.3 billion NTD.

It is reported that the world's advanced 8-inch machinery and equipment and related plant equipment suppliers are Applied Materials China, Tokyo Electron and other manufacturers. 12-inch machinery and equipment and related plant equipment suppliers are Applied Materials China, ASML, Chong Yue Technology and other manufacturers.

Recently the world's advanced chairman Fang Lue in the fun sports family day and celebrate the 30th anniversary of the event, said the company announced this year officially stepped into the 12-inch wafer foundry field, the company will lead the 12-inch plan, invested 7.8 billion U.S. dollars to invest in a joint venture with NXP common cooperation; 30-year partner TSMC also work together to provide all the important technology and resources needed. ‘Internal management, the board of directors and the outside world are all confident in the 12-inch plan, and expect that when the 12-inch plant is fully loaded five years from now, the world's advanced revenues will have multiplied from the current $50bn to $100bn NTD.’

Fanglue also said that next year, the industrial boom will grow moderately, the world's advanced will be committed to the development of the field of power management chips, is expected next year, ultra-high-voltage process aspects of the performance can be expected to grow by 2-digit percentage. However, there are still geopolitics, the U.S. election and other uncertainties to be further observed.

Ⅱ.the Intel subsidiary, was divided bids

Silver Lake and Bain Capital are among the potential bidders that could bid for a minority stake in Altera, the programmable chip business of Intel, which it acquired in 2015 for nearly $17 billion, people familiar with the matter said.

Intel has taken steps to spin off Altera as an independent company and has initiated the process of selling its stake in the division in recent weeks, the sources said. The sources also said that negotiations are still in the early stages and that Intel is ready to accept initial bids from potential buyers in the coming weeks.

According to a source, private equity firm Francisco Partners has also shown interest in acquiring a stake in Altera and is likely to be one of the bidders.

Intel wants to value Altera at roughly the same price it paid for the acquisition in 2015, the source said. It's unclear how many Altera shares Intel will ultimately sell, but any deal is likely to be worth at least billions of dollars, the sources added.

Intel said Altera's revenue rose 14 per cent to $412 million in the quarter ended September 30 from a year earlier.

Intel CEO Pat Gelsinger told analysts on an earnings call last week, ‘We remain focused on selling our stake in Altera over the next several years in order to take it public. To that end, we have begun discussions with potential investors and expect to close in early 2025.’

Intel posted upbeat revenue forecasts in its latest quarterly report, but its shares are still down more than 50 per cent so far this year as the one-time king of chipmaking missed the artificial intelligence boom and is now struggling to turn a profit.

San Jose, California-based Altera makes a programmable chip that can be readily used in a variety of applications, from processing video uploaded to websites to military and telecoms equipment.

Before being acquired by Intel, many of Altera's chips were produced by TSMC, and after the acquisition is complete, Intel plans to move Altera's chip production to its own factories.

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