Regulatory filings made recently in Germany reveal Abu Dhabi investment company's ambition to control chip maker.
Regulatory filings made recently in Germany reveal Abu Dhabi investment company's ambition to control chip maker.

ATIC set to buy rest of Globalfoundries



The Abu Dhabi-based Advanced Technology Investment Company (ATIC) is poised to buy outright Globalfoundries, one of the biggest customised microchip makers in the world, from its US counterpart Advanced Micro Devices (AMD), according to a company filing. ATIC already owned 65.8 per cent of the company and now plans to buy the remaining shares.

Globalfoundries has embarked on an aggressive expansion programme since it was formed in March last year, with the purchase of Singapore's Chartered Semiconductor for S$5.6 billion (Dh14.64bn) in September and recently signed accords with the US chip designer Qualcomm and the Korean Semiconductor Industry Association. ATIC, an investment firm owned by the Abu Dhabi Government, bought the 65.8 per cent stake in Globalfoundries last March for $2.1bn. Of that, $700 million went directly to AMD, which holds the remaining stake. At that time, Globalfoundries was valued at $3.19bn.

Following the acquisition of Chartered Semiconductor, Globalfoundries is now the second-largest customised chip maker in the world, with revenues of $2.14bn last year. Representatives of AMD could not be contacted. A Globalfoundries spokesman declined to comment. ATIC filed an application with the German cartel office on January 12, according to the office's website. "This action is simply consistent with the long-announced plan for AMD to gradually become fabless, which was one of the key strategies behind the creation of Globalfoundries," said the ATIC spokesman Brian Lott.

"Fabless" is the industry term used to describe a semiconductor company that does not make its own microchips, but instead outsources production to another company, such as Globalfoundries. Mr Ajami said recently that Globalfoundries would double its revenue and market share within the next three years as it tapped into the booming smartphone and graphic chip markets. The chip maker has a combined market share of 16.7 per cent, the technology consultancy iSuppli reported.

The Abu Dhabi Government has committed $10bn over four years for its high-tech aspirations with ATIC. About $6bn has already been spent to set up Globalfoundries and buy Chartered Semiconductor, leaving the remainder to be used for product development and the construction of a new foundry in Abu Dhabi, which is expected to start in 2012. Globalfoundries has more than 6,000 employees and plans to hire additional staff. It maintains operations at Dresden, in Germany, and Singapore, with additional facilities being built in New York state. A semiconductor foundry is expected to be built in Abu Dhabi in 2015.

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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8. Chris Harper (AUS) Jumbo-Visma - 0:00:03

9. Joao Almeida (POR) Deceuninck-QuickStep         

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