Couple of days ago, GlobalFoundries issued a press release stating that they ‘demonstrated silicon success on the first AMD (NASDAQ: AMD) products using GLOBALFOUNDRIES’ most advanced 14nm FinFET process technology.’ “FinFET technology is expected to play a critical foundational role across multiple AMD product lines, starting in 2016. GLOBALFOUNDRIES has worked tirelessly to reach this key milestone on its 14LPP process. We look forward to GLOBALFOUNDRIES’ continued progress towards full production readiness and expect to leverage the advanced 14LPP process technology across a broad set of our CPU, APU, and GPU products,” said Mark Papermaster, Senior Vice President and Chief Technology Officer at Advanced Micro Devices.
Since its inception, GlobalFoundries had a plan to become world’s leading semiconductor manufacturer. From starting as an AMD manufacturing spin-off, the company owners set a multi-decade plan which involved acquiring Chartered Semiconductor and recently, acquired IBM foundry business as well. The capacity grew from initial 60,000 300mm wafers in 2009 to almost quarter billion 300mm and 130+ million 200mm wafers in second quarter of 2015. While the absolute capacity numbers were even higher, the owners (Mubadala Development Company, Abu Dhabi) decided to re-address the capacity and increase volume in processes that make financial sense. In order to stay ahead the company kept on investing in SOI
Electronics manufacturing is a very labor-intensive process, employing a combination of robotic and chemical processes and treatments, manual labor but above all – it is a very dislocated process. Over the course of past 15 years, we managed to witness the manufacturing changed in its scale, employing tens of millions of people and massively reducing time to market. Still, the process takes a lot of time, and not all can be done as efficiently as possible. There are two base components of any piece of electronic equipment on the market: chip and PCB (Printed Circuit Board) and revolution is coming to both: IBM / GlobalFoundries
AMD’s SVP jumps ship to GlobalFoundries is a win-win situation?
IBM has reported less-than-stellar 3Q 2014 earnings, characterized by its CEO as “disappointing.” Will Big Blue’s new focus on the cloud be the silver lining?
IBM will reportedly pay GlobalFoundries to take over its chipmaking division in exchange for access to intellectual property.
One of Qualcomm’s most senior and pivotal employees has been snatched up by the fab company Globalfoundries after spending 12 years with the company. Bill Davidson has been a investor relations and global marketing executive at Qualcomm for the past seven years, last assuming the role of SVP of Qualcomm Investor Relations, SVP of Strategy and Operations for Global Market Devlepment-QTI. QTI is Qualcomm’s biggest business unit, accounting for almost all of the company’s non-licensing revenues and profit. Davidson has been one of the pivotal figures inside Qualcomm over the past 12 years at the company, and his departure surely comes as a surprise to many.
In the five years since GlobalFoundries broke ground in Malta, Saratoga County, New York for their Fab 8, they have exceeded their promise of job creation in the community. Instead of its initial projection of 1,200 new jobs, the company is responsible for approximately 2,400, including construction of the Technology Development Center on its existing 223 acre campus. The direct jobs have a trickle down effect resulting in 3,000 indirect jobs according to a study by Dr. Everett Ehrlich, business economist. GlobalFoundries also made a capital investment of $6.9 billion, plus the building of the new Technology Development Center which increases that number by $2.1
After Intel reported their earnings for the first quarter of 2014, many people expected AMD’s earnings to mirror that of Intel’s or to do worse. Well, by the looks of it, AMD’s earnings have mirrored that of Intel’s in terms of remaining fairly stable and ensuring that their core business is strong. AMD reported a net loss of $20 million (or a non-GAAP profit of $12 million) on $1.4 billion in revenue which translates to a loss per share of about $0.02 or a non-GAAP profit per share of about $0.02. Wall Street’s estimates for AMD’s non-GAAP earnings were at an EPS of $0.00 and
Samsung and Globalfoundries have announced a partnership to collaborate on a global scale to deliver 14nm FinFET technology to their customers. This partnership is different from the already existing Common Platform Alliance which includes Globalfoundries, Samsung and IBM, but is likely a product of that relationship considering that IBM is mostly a research fab and doesn’t really produce many commercial wafers. This 14nm FinFET collaboration is an effort by both companies to build up enough fab capacity in order to satisfy the demand of their customers on this leading-edge technology. As you can see from the slide above Samsung and Globalfoundries’ partnership means that the
While reading through excellent Phenom II scaling article on Madshrimps, we encountered a very interesting line. According to Madshrimps, Globalfoundries is working hard on improving its existing process nodes and the results are very encouraging. Thanks to engineering experts over at Abu Dhabi-powered Dresden foundry, AMD will be able to release Phenom II 955 processor. Phenom II 955 allegedly works at 3.2 GHz, with working voltage of only 1.25V, down 0.10V from Phenom II 920 and 940. If all things work out, P-II 3.2 GHz just may be the ticket for the upcoming launch of AMD 800 series of chipsets. We’re not sure is this