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研究生:鍾婉雯
研究生(外文):Chung, Cynthia
論文名稱:GlobalFoundries – 是否對台積電的新威脅?
論文名稱(外文):GlobalFoundries – New Threat to TSMC?
指導教授:唐瓔璋唐瓔璋引用關係
指導教授(外文):Tang, Ying-Chan
學位類別:碩士
校院名稱:國立交通大學
系所名稱:企業管理碩士學程
學門:商業及管理學門
學類:企業管理學類
論文種類:學術論文
論文出版年:2010
畢業學年度:98
語文別:英文
論文頁數:38
中文關鍵詞:台積電
外文關鍵詞:TSMCGlobalFoundriesfoundry
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This article examines the impact to Taiwan Semiconductor Manufacturing Company
(TSMC) when GlobalFoundries is formed. GlobalFoundries is a company consisting of
AMD’s wafer manufacturing facility with Chartered Semiconductor Manufacturing, Inc.,
being financed by ATIC of Abu Dhabi. While AMD and Chartered have been the distant
follower in their respective market segment, with Abu Dhabi’s financial resources, there is
potential for the new GlobalFoundries to make advances in the foundry business. TSMC has
been the world leader in semiconductor manufacturing foundries for many years.
This article performs the analysis in three stages. First, the history of TSMC and
GlobalFoundries is discussed. This will explain why GlobalFoundries came to existence with
the merger of AMD manufacturing facilities, ATIC and Chartered Semiconductor
Manufacturing, Inc. In the second stage, a brief overview of the foundry industry is discussed.
This will set the stage of how TSMC and GlobalFoundries can compete in the future. At the
last stage, we attempt to analyze TSMC and GlobalFoundries in terms of resources, market
share, and marketing effort to see if GlobalFoundries has a chance of success in the foundry
industry.
This article examines the impact to Taiwan Semiconductor Manufacturing Company
(TSMC) when GlobalFoundries is formed. GlobalFoundries is a company consisting of
AMD’s wafer manufacturing facility with Chartered Semiconductor Manufacturing, Inc.,
being financed by ATIC of Abu Dhabi. While AMD and Chartered have been the distant
follower in their respective market segment, with Abu Dhabi’s financial resources, there is
potential for the new GlobalFoundries to make advances in the foundry business. TSMC has
been the world leader in semiconductor manufacturing foundries for many years.
This article performs the analysis in three stages. First, the history of TSMC and
GlobalFoundries is discussed. This will explain why GlobalFoundries came to existence with
the merger of AMD manufacturing facilities, ATIC and Chartered Semiconductor
Manufacturing, Inc. In the second stage, a brief overview of the foundry industry is discussed.
This will set the stage of how TSMC and GlobalFoundries can compete in the future. At the
last stage, we attempt to analyze TSMC and GlobalFoundries in terms of resources, market
share, and marketing effort to see if GlobalFoundries has a chance of success in the foundry
industry.
ABSTRACT I
ACKNOWLEDGEMENT II
TABLE OF CONTENTS III
LIST OF FIGURES V
1 INTRODUCTION 1
2 INDUSTRY OVERVIEW 2
2.1 THE RISE OF FOUNDRY BUSINESS 2
2.2 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY (TSMC) 3
2.3 ATIC 5
2.4 AMD 6
2.5 CHARTERED SEMICONDUCTOR MANUFACTURING, INC. 7
2.6 ESTABLISHING GLOBALFOUNDRIES 8
3 THE COMPETITION 10
3.1 RESOURCES 10
3.2 INVESTMENTS 10
3.3 MARKET SHARE 11
3.4 CUSTOMER RELATIONSHIP 11
3.5 MANAGEMENT TEAM 12
3.6 THE USE OF INDUSTRIAL ROADMAP TECHNOLOGY 13
3.7 TECHNOLOGY: THE BATTLE FIELD 14
3.8 MARKETING: GETTING PARTNERS AND CUSTOMERS TO SIGN ON, OIP VS COMMON PLATFORM 17
4 ANALYSIS 18
5 CONCLUSION 21
EXHIBIT 1: COST OF SEMICONDUCTOR FABS 23
EXHIBIT 2 TOP 10 MAJOR SEMICONDUCTOR FOUNDRY COMPANIES 24
EXHIBIT 3 MORRIS CHANG BRIEF HISTORY 25
EXHIBIT 4 MARKET SHARE OF INTEL VS AMD 26
EXHIBIT 5 FINANCIALS OF CHARTERED SEMICONDUCTOR MANUFACTURING, INC. 27
EXHIBIT 6 GLOBALFOUNDRIES AND TSMC MANAGEMENT TEAM 28
SELECT GLOBALFOUNDRIES MANAGEMENT TEAM 28
SELECT TSMC MANAGEMENT TEAM 30
EXHIBIT 7 INSTALLED CAPACITY OF TSMC, UMC AND GLOBALFOUNDRIES 31
INSTALLED CAPACITY OF TSMC 31
UMC QUARTERLY CAPACITY 32
GLOBALFOUNDRIES CAPACITY 33
EXHIBIT 8 MARKET SHARE OF FOUNDRIES 34
EXHIBIT 9 COMMON PLATFORM PARTNERS 35
REFERENCE 37


1 GlobalFoundries Press Release March 4, 2009
2 GlobalFoundries Press Release September 6, 2009
3 GlobalFoundries Press Release September 6, 2009
4 GlobalFoundries Press Release January 13, 2010
5 http://en.wikipedia.org/wiki/Semiconductor_industry, May, 2010
6 TSMC company website,
http://www.tsmc.com/english/a_about/a01_profile/a0102_overview.htm, accessed May 3,
2010
7 TSMC company website,
http://www.tsmc.com/english/a_about/a01_profile/a0104_business.htm, accessed May 3,
2010
8 Advanced Technology Investment Company website,
http://www.advancedtechnologyic.com/about-atic/ accessed May 3, 2010
9 X86 microprocessors are used in desktop computers
10 Information Week, April 1, 2010,
http://www.informationweek.com/news/hardware/processors/showArticle.jhtml?articleID=22
4200992
11 AMD 10K SEC filing, AMD. February 19, 2010
12 Asiaone.com, http://www.asiaone.com/Business/News/Story/A1Story20090311-
127734.html, accessed May 10, 2010
13 TSMC website,
http://www.tsmc.com/english/b_technology/b01_platform/b010101_40nm.htm
14 UMC website, http://www.umc.com/English/pdf/UMC_Investor_Facts.pdf, access May 10,
2010
15 Strategic Management Journal, Vol 17. Special Issue: Evolutaionary Perspectives on
Strategy (Summer, 1996), pp. 193-214,
A Process Model of Strategic Business Exit: Implications for an Evolutionary Perspective on
Strategy
16 Science 10 January 2003: Vol. 299. no. 5604, pp. 210 - 211
17 IBM roadmap, p.3
18 P. 642 IBM roadmap, p.725
19 Wikipedia, http://en.wikipedia.org/wiki/High-k_dielectric, accessed May 8, 2010
20 Semiconductor.net, : http://www.semiconductor.net/article/452564-
Gate_First_or_Gate_Last_Technologists_Debate_High_k-full.php, accessed May 1, 2010
21 Common Platform website, http://www.commonplatform.com/about/, accessed May 10,
2010
22 “Made by Taiwan: booming in the information technology era”, Chang, Yu, Zhang (2001)
23 “Made by Taiwan: booming in the information technology era”, Chang, Yu, Zhang (2001, p.126)
24 Instat, “The Common Platform Technology: A New Model for Semiconductor
Manufacturing, SKU: IN0703405WHT” May 3, 2010,
http://www.commonplatform.com/newsroom/ar/Instat_Common%20Platform%20Report_IN
0703405WHT_1Q07.pdf
25 IC Insights Research Bulletin, TSMC Maintains Top Spot Among Foundries, January 10,
2010, http://www.icinsights.com/news/bulletins/bulletins2010/bulletin20100128.html
- 38 -
26 CPU Benchmarks, http://www.cpubenchmark.net/market_share.html, accessed May 3,
2010
27 GlobalFoundries website, http://www.globalfoundries.com/about/leadership_team.aspx,
access May 10, 2010
28 TSMC website, http://www.tsmc.com/english/a_about/a01_profile/a0103_management.htm
29 TSMC website, presentation material
http://www.tsmc.com/tsmcdotcom/ExtIRListingQuarterlyAction.do?action=listByYearAndQ
uarter&year=2010&theQuarter=1&language=E#, accessed May 3, 2010
30 UMC website, http://www.umc.com/English/pdf/UMC10Q1_financial_presentation-E.pdf,
accessed May 3, 2010
31 Compiled from GlobalFoundries website
32 Wikinvest,
http://www.wikinvest.com/wikinvest/api.php?action=viewNews&aid=1208514&page=Indust
ry%3AFoundry_Semiconductors&format=html&comments=0, accessed May 10, 2010
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