Geopolitical AdvantagesA collaboration could reduce geopolitical risks thanks to the diversified manufacturing bases and clients globally.
Industry PositioningA strategic partnership or joint investment in specific areas could provide mutual benefits to strengthen their positioning in the mature foundry industry without triggering regulatory concerns.
Merger BenefitsA potential merger would create the second largest foundry globally behind TSMC, with improved economies of scale, bargaining power, and the ability to manage competition.