TSMC: cooperation with ATI will not be affected by AA marriage

According to the overseas media reports, TSMC recently said in a statement, AMD acquisition of cooperation between Canada graphics chip developer ATI will not affect the company and the latter. Currently, TSMC is ATI's largest foundry partner.

It is understood that, after the success of the ATI chip products are usually successful in the development, by TSMC and other enterprises OEM production. At present, ATI is one of TSMC's largest customers, for chip foundry companies, the price is often higher than other chip chip graphics products.

On Monday, AMD plans to acquire ATI, the news came out, TSMC shares in the Taiwan stock exchange fell 2 yuan NT, fell to $52.90. According to China's Taiwan local media reported that investors think AMD/ATI marriage means that ATI will withdraw from TSMC chip orders, and turned to AMD partners, IBM and chartered semiconductor.

TSMC said in a statement released the same day, through consultation with ATI, our cooperation with AMD/ATI will continue as usual after the merger ATI." Merrill Lynch analyst Dan Heyler said, we do not agree that TSMC will lose all ATI orders view." Heyler also pointed out that the chipset and graphics chip is more suitable for similar TSMC foundry partners rather than AMD chip developers production, OEM enterprises to a certain product due to weak market demand bring adverse effects through the production of other chip products and eliminate, similar to the AMD chip manufacturer in this case can only silently suffer a loss. In addition, Heyler ATI also said that TSMC withdrawal orders will experience a relatively slow process, because the factory manufacturing AMD own already atcapacity of their products.

Affected by the same day TSMC shares rose to NT $53.7, an increase of 1.5%. On Monday, AMD confirmed plans to invest $5 billion 400 million acquisition of ATI.