ASML获英特尔投资，力邀台积电、三星也加入

微影设备厂 ASML Holding NV 公司稍早前向领先的芯片制造商三星电子(Samsung Electronics)和台积电(TSMC)发出邀请，希望能投资该公司10%股份。ASML已获得英特尔投资，取得其15%股权，双方将加快 450mm 和超紫外光(EUV)微影技术的研发。 上周一(7月9日)，ASML 宣布英特尔将投资该公司，取得15%股份，以强化 EUV 技术和 450mm 晶圆生产技术的发展。 ASML最多可释出25%股权，因此，在英特尔抢先三星和台积电一步，以41亿美元取得ASML 15%股权后，ASML要求三星和台积电的投资项目包括挹注6亿美元研发资金，以及用20亿美元来取得10%股权。 ASML CEO Eric Meurice在本周二的电话会议上对分析师表示，ASML公司是针对三家最大的客户── 英特尔、三星和台积电展开协商。ASML 的客户合作投资计划将能为主要客户提供增值的机会，并抵消ASML的研发成本。 “英特尔已经拔得头筹，而台积电和三星则仍然在谈判中，”Meurice表示。 如果该公司的计划获得完全执行，将可提高约13.8亿欧元(约17亿美元)的研发资金，并将透过此次股权交易获得41.9亿欧元(约51.6亿美元)，ASML公司表示。此次出售股权的所有销售收益都退回给原有的ASML公司股东。 Meurice指出出：“我们不知道另外两家“三星、台积电”公司以及英特尔能否认购完25%股份，台积电和三星的参与程度可能较低一些，或许还会留下一些让别的厂商进入的空间。我们希望三家公司都能加入，但若我们无法说服别人，或许就只有英特尔投资了。” 编译： Joy Teng 本文下一页：参考英文原文：ASML in talks with Samsung, TSMC on equity stakes ，by Peter Clarke

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{pagination} 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."