AUO cancels Hoya fab sale to Quanta, sells Taichung Phase II to TSMC
AUO terminated the planned NT$19.7 billion sale of its Hoya fab to Quanta after repeated negotiations failed to resolve factory specifications and delivery timing, meaning the estimated NT$13.39 billion disposal gain will not be realized as planned. On the same day, AUO's board approved selling the Taichung Plant Phase II buildings and related facilities to TSMC for NT$38.8 billion, with an estimated disposal gain of NT$18.5 billion. AUO said the terminated Quanta transaction would not affect its financial operations, while the Taichung sale will be paid in installments and its accounting recognition remains dependent on closing progress.
The failed Quanta deal removes a planned industrial property acquisition connected to AI-server capacity expansion, while the approved TSMC sale advances AUO's asset-disposal strategy; TechNews reported that the effect on Quanta's expansion plans remains unstated.
面板大廠友達今日接連公告兩項重大資產處分進展，其中原訂出售予廣達的華亞廠交易案，因雙方對廠房使用規格及交付時程未能取得共識，董事會決議終止處分。另一方面，友達同日宣布，將以 388 億元出售台中廠二期廠房及相關廠務附屬設施予台積電，預估處分利益約 185 億元。
友達表示，該公司原於今年 7 月 28 日經董事會通過，處分華亞廠不動產及相關廠務附屬設施予廣達，並授權董事長或指定代表處理後續相關事宜。不過經過雙方多次協商，對於廠房使用規格與交付時程仍未達成共識，因此決議終止此次處分案。
華亞廠原訂交易金額為 197 億元，當時預估可為友達帶來約 133.9 億元處分利益。隨著交易終止，相關預估收益將無法依原計畫實現。友達在公告中指出，此次終止交易對該公司財務業務並無影響。