AUO recoups NT$34.7 billion from three plant sales as TSMC is said to inspect two CTSP fabs and discuss technical cooperation
AUO has completed three asset monetization deals this year, bringing in about NT$34.7 billion, according to a report cited in the source material. The transactions include the sale of a Gen 5 fab in Huaya Technology Park to Quanta for NT$19.7 billion, a Gen 5 color filter plant in Kaohsiung’s Luzhu Science Park to ASE for NT$6.3 billion, and the sale of its Singapore AFPD facility to Western Digital for about S$350 million, or roughly NT$8.753 billion. The latest market talk says Taiwan Semiconductor Manufacturing Co. has visited AUO’s L5C and L7A plants in the Central Taiwan Science Park. The discussions are said to cover not only the two facilities but also possible technical cooperation. The report says the two CTSP sites already have cleanroom, power, ultrapure water, and exhaust treatment infrastructure in place, with L7A next to TSMC’s existing CTSP operations and L5C adjacent to L7A. The report also links AUO’s process strengths in large-area substrate thin-film manufacturing, TFT Array production, precision alignment, and uniformity control to possible FOPLP development. Even if talks move ahead smoothly, outside estimates cited in the report say a formal agreement and closing would likely not come before the second half of next year.








