Consolidation changing the foundry landscape

USA: Change is on the horizon. Advanced Technology Investment Company LLC (ATIC) and Chartered Semiconductor Manufacturing (Chartered) have entered into a definitive agreement whereby ATIC will acquire Chartered. What does this mean?

Semico does not think that TSMC will be ‘dethroned’ as the leading foundry but it does mean that the number two spot is definitely up for grabs. Semico’s data indicates that by 2011, the combined GlobalFoundries/Chartered company will out pace UMC in terms of advanced capacity available for production.Source: Semico Research