微影設(shè)備廠 ASML Holding NV 公司稍早前向領(lǐng)先的芯片制造商三星電子(Samsung Electronics)和臺(tái)積電(TSMC)發(fā)出邀請(qǐng),希望能投資該公司10%股份。ASML已獲得英特爾投資,取得其15%股權(quán),雙方將加快 450mm 和超紫外光(EUV)微影技術(shù)的研發(fā)。
上周一(7月9日),ASML 宣布英特爾將投資該公司,取得15%股份,以強(qiáng)化 EUV 技術(shù)和 450mm 晶圓生產(chǎn)技術(shù)的發(fā)展。 ASML最多可釋出25%股權(quán),因此,在英特爾搶先三星和臺(tái)積電一步,以41億美元取得ASML 15%股權(quán)后,ASML要求三星和臺(tái)積電的投資項(xiàng)目包括挹注6億美元研發(fā)資金,以及用20億美元來取得10%股權(quán)。
ASML CEO Eric Meurice在本周二的電話會(huì)議上對(duì)分析師表示,ASML公司是針對(duì)三家最大的客戶── 英特爾、三星和臺(tái)積電展開協(xié)商。ASML 的客戶合作投資計(jì)劃將能為主要客戶提供增值的機(jī)會(huì),并抵消ASML的研發(fā)成本。
“英特爾已經(jīng)拔得頭籌,而臺(tái)積電和三星則仍然在談判中,”Meurice表示。
如果該公司的計(jì)劃獲得完全執(zhí)行,將可提高約13.8億歐元(約17億美元)的研發(fā)資金,并將透過此次股權(quán)交易獲得41.9億歐元(約51.6億美元),ASML公司表示。此次出售股權(quán)的所有銷售收益都退回給原有的ASML公司股東。
Meurice指出出:“我們不知道另外兩家“三星、臺(tái)積電”公司以及英特爾能否認(rèn)購(gòu)?fù)?5%股份,臺(tái)積電和三星的參與程度可能較低一些,或許還會(huì)留下一些讓別的廠商進(jìn)入的空間。我們希望三家公司都能加入,但若我們無法說服別人,或許就只有英特爾投資了?!?
編譯: Joy Teng
本文下一頁(yè):參考英文原文:ASML in talks with Samsung, TSMC on equity stakes ,by Peter Clarke
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ASML in talks with Samsung, TSMC on equity stakes
Peter Clarke
LONDON – Lithography tool vendor ASML Holding NV (Veldhoven, The Netherlands) is negotiating with leading chip makers Samsung Electronics Co. Ltd. and Taiwan Semiconductor Manufacturing Co. Ltd. over taking up to a 10 percent stake in the company under its equity-plus-research program.
The deals would be done under the same program that has seen Intel agree to take a 15 percent stake in AMSL (see Intel buys stake in ASML to boost 450-mm, EUV R&D). The three companies have been offered first refusal on the deal involving a 25 percent equity stake in ASML. "This is being done as a way to secure Moore's Law," said Eric Meurice, CEO of ASML, speaking on a conference call with analysts on Tuesday (July 10).
ASML announced Monday (July 9) that Intel would take a 15 percent stake in the company as part of a complex cash raising exercise to pay for continued research into technologies for extreme ultraviolet lithography and 450-mm diameter wafer production. Up to 25 percent of ASML is on offer so Intel's first move leaves Samsung and TSMC being asked to put up about $600 million in research funds and pay about $2 billion for a 10 percent stake in ASML.
Meurice told analysts in the conference call that ASML had gone to its three biggest customers — Intel, Samsung and TSMC – with the idea of tying research funding to a minority equity opportunity and had been negotiating to sell a 25 percent stake in the company for the last six to nine months. The shares issued under the program are being held in a foundation and do not have voting rights except in certain limited circumstances, so that they are being provided as a value appreciation opportunity for leading customers to offset the cost of funding ASML's R&D.
The program, if fully executed, will raise about 1.38 billion euro (about $1.7 billion) for funding the R&D as well as raising about 4.19 billion euro (about $5.16 billion) through the sale of shares in the company, ASML said. The entire proceeds of the share sales are being returned to the previously existing ASML shareholders.
"Intel has been the first to shoot. They jumped quickly, before the other two," said Meurice. "TSMC and Samsung are still in negotiations."
He added: "We do not know if the other two [Samsung and TSMC] with Intel will cover the full 25 percent. TSMC and Samsung may participate to a smaller level leaving room for others to come in."
Meurice concluded: "We hope to have the three companies. Maybe we will have more. Or maybe we will stop at Intel if we cannot persuade the others."
責(zé)編:Quentin