Ryan Shrout, EETimes
2/7/2018 00:01 AM EST
From discussions with leaders and a walk through its highly automated New York fab last week, it looks like GlobalFoundries is on track to continue taking customers away from TSMC.
Since the split from AMD in 2009, GlobalFoundries has acted as an independent foundry. It’s much larger rival TSMC is the only other chip maker that can be considered both a pure-play and a leading-edge foundry.
In its early years, GF was dependent on AMD for the majority of its revenue. The lack of competitiveness of some AMD CPU products meant lower throughput for the fabs.
The 14nm process currently in production has been a striking success for GlobalFoundries. Though it attempted to create a 14nm node completely in-house, early on it recognized potential problems with it and decided to partner with Samsung on its 14nm development.
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