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
P&W placed 5,000 sensors in its new GTF engine, expects to generate 12PB of streaming data each year. Big data is about to explode in airline industry.
While Intel may have lost some serious income from being virtually shut out of Intel’s HPC market, the US government has recently handed the company two impressive supercomputer wins.
Big Blue says layoffs will amount to thousands — not hundreds of thousands.
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
Lenovo is looking to integrate Motorola and IBM’s server business this year, and is targeting to become the number one server vendor by the end of the decade.
Intel is still the leader, but ARM is there the bottom, and Chinese IBM at the top…