Tuesday was the GlobalFoundries Technology Conference GTC. GF announced earlier in the month that they are dropping 7nm and are focusing all their effort on differentiated processes, in particular FDX (see my post GLOBALFOUNDRIES Drops 7nm to Focus on Other Geometries).
In March, Thomas Caulfield was appointed GF's CEO. Ironically, as the manager of fab 8, he was in charge of ramping GF's 7nm efforts that were scheduled to be in volume production in 2019. So dropping 7nm was, in a sense, killing his own baby. GF calls it "the pivot" (or "the pivot to relevance") and it even has its own logo.
At GTC, Tom explained the pivot.
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