At SEMICON West I sat down with Gary Patton, CTO of GLOBALFOUNDRIES, to get an update on what is going on since the “pivot”.
The pivot was the decision last year to pull back from 7nm and EUV development and focus their process development investment on less advanced nodes. The reasoning was that the leading-edge nodes represent a decreasing percentage of the semiconductor industry, about 20% today. Also, the economics of 7nm were not that compelling. Since GF didn’t plan to put in place large 7nm capacity, the business was always going to be “challenging” (Gary’s word).
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