“目前，整个行业都处于供应短缺状态，”GlobalFoundries首席执行官Tim Breen对彭博社表示。
“Right now, the whole industry is in short supply,” GlobalFoundries CEO Tim Breen told Bloomberg.
日本将向GlobalFoundries位于纽约州马耳他（Malta）的两家新芯片工厂投入最高210亿美元，公司于10月14日宣布。GlobalFoundries（GF）将作为技术提供商和运营商运营这两家工厂。这笔资金来自日本对美国的5500亿美元投资承诺，该承诺是在其与特朗普政府的贸易协议下作出的。
Japan will put up to $21bn into two new chip factories at GlobalFoundries’ site in Malta, New York, the company announced on 14 October. GlobalFoundries (GF) will run both plants as technology provider and operator. The money comes from Japan’s $550bn investment pledge to the US, made under its trade deal with the Trump administration.
在另一项协议中，美国商务部将获得GF约4%的股权。Breen对路透社表示，政府的持股比例将从3%上升至7%。路透社报道称，美国政府和日本方面将共同拥有这些工厂本身。日经新闻报道了9月份的谈判情况。
In a separate agreement, the US Commerce Department will receive about 4% of GF’s equity. Breen told Reuters that the government’s stake will rise from 3% to 7%. The US government and Japanese interests will jointly own the factories themselves, Reuters reported. Nikkei reported the talks in September.
先建一座，后建一座：约100亿美元将用于加速首座300毫米晶圆厂的建设，该工厂预计将于2029年投产，GF表示。另外约100亿美元将用于第二座工厂。GF预计将在今年晚些时候动工建设第一座工厂。路透社援引高管的话称，合作伙伴将在2028年底前决定是否建设第二座工厂。
One fab now, one later About $10bn will speed up construction of a first 300mm fab, due to come online in 2029, GF said. Another $10bn or so would fund a second. GF expects to break ground on the first later this year. Executives told investors the partners will decide on the second before the end of 2028, according to Reuters.
“当然，这将取决于市场情况，”Breen对彭博社表示。“如果市场不存在，我们不会这么做，但我今天看到的每一个指标都显示市场需求呈绿色信号。”每座工厂将使美国年产能增加约90万片300毫米晶圆。GF预计该项目将创造约2.7万个建设及生态系统岗位，以及超过1000个制造岗位。这些工厂将为汽车、工业系统和通信网络生产芯片。Breen对路透社表示，早期客户包括瑞萨电子和苹果。
“Of course, it will be market-dependent,” Breen told Bloomberg. “We’re not going to do it if the market isn’t there, but every indicator I see today is flashing green around market demand.”Each fab would add about 900,000 300mm wafers of annual US capacity. GF expects the project to create about 27,000 construction and ecosystem jobs and more than 1,000 manufacturing jobs. The plants will make chips for cars, industrial systems and communications networks. Breen told Reuters that early customers include Renesas and Apple.
GF将获得什么：高管们在投资者电话会议上表示，GF将从该协议中获得费用，至少持续20年，路透社报道。这些费用预计明年将带来5000万美元收入，届时GF将管理第一座工厂的建设。彭博社报道称，GF预计在未来10年内从该协议中获得约30亿美元的调整后自由现金流。
What GF gets GF will earn fees from the deal for at least 20 years, executives said on an investor call, Reuters reported. Those fees should bring in $50m next year, when GF manages construction of the first fab. The company expects about $3bn in adjusted free cash flow from the deal over 10 years, Bloomberg reported.
GF还将把其现有《芯片法案》奖励中的9.55亿美元转移到硅光子学、硅锗和先进封装领域。这笔资金将用于其位于马耳他和佛蒙特州伯灵顿的工厂。
GF will also move $955m of its existing CHIPS Act award into silicon photonics, silicon-germanium and advanced packaging. That money goes to its plants in Malta and in Burlington, Vermont.
据路透社报道，特朗普总统在Truth Social上表示，政府持有的7%股权价值超过20亿美元。政府曾向GF提供16.3亿美元的补助金。政府还持有英特尔的股权，该股权是通过将《芯片法案》补助金转化为股权而获得的。根据彭博社的报道，阿布扎比主权财富基金穆巴达拉拥有GF近四分之三的股份。
President Donald Trump said on Truth Social that the government’s 7% stake is worth more than $2bn, Reuters reported. The government had given GF $1.63bn in grants. The government also holds a stake in Intel, built by turning CHIPS Act grants into equity. Abu Dhabi’s sovereign wealth fund Mubadala owns nearly three-quarters of GF, according to Bloomberg.
日本方面，彭博社报道称，在该框架下，特朗普政府挑选项目，日本可以拒绝缺乏商业可行性的项目。一旦日本收回其本金和利益，华盛顿将获得90%的利润。日本经济产业大臣赤泽亮正在接受路透社采访时驳斥了该计划使日本沦为美国附庸的批评。他表示，项目将经过严格的双边审查。
Japan’s side Under the framework, the Trump administration picks the projects and Japan can decline one that lacks commercial viability, Bloomberg reported. Washington takes 90% of the profits once Japan recoups its principal and interest. Japanese Trade Minister Ryosei Akazawa rejected criticism that the scheme makes Japan subservient to the US, Reuters reported. Projects go through rigorous bilateral reviews, he said.
据彭博社报道，赤泽亮在东京对记者表示：“在围绕人工智能的竞争中，他们说供电和半导体的供应能力将决定胜负。”
“In the competition surrounding AI, they say that the ability to supply electricity and semiconductors will determine the outcome,” Akazawa told reporters in Tokyo, according to Bloomberg.