Items tagged with GlobalFoundries

On September 1, GlobalFoundries played host to the first annual Global Technology Conference (GTC for short). While there were a fair number of partner presentations on display, the conference was primarily driven by GlobalFoundries executives and announcements. When we spoke to GlobalFoundries in March we remarked on the company's aggressive roadmap; we were curious to see if the company would still be on track six months later... GlobalFoundries Details Plans For 2011 And Beyond... Read more...
On September 1, GlobalFoundries played host to the first annual Global Technology Conference (GTC for short). While there were a fair number of partner presentations on display, the conference was primarily driven by GlobalFoundries executives and announcements. When we spoke to GlobalFoundries in March we remarked on the company's aggressive roadmap; we were curious to see if the company would still be on track six months later. Based on comments made by company CEO Doug Grose, GlobalFoundries is on track to realize some $4 billion in revenue for the year 2010 and plans to double its size within... Read more...
Apple's diminutive A4 processor has been the subject of much debate and interest since it debuted earlier this year. Now, multiple analysts and industry pundits are quietly hinting that we might see the chip in servers, set-top boxes, or other content servers. Much of this last is presumably drawn from the CPU's inclusion in the next-generation AppleTV, where a combined A4+PowerVR SGX535 allow for 720p output. In some ways, this is a very timely rumor—when we attended the GlobalFoundries Tech Conference (GTC 2010) last week we talked with ARM reprensentatives about the future performance... Read more...
TSMC officially began building its next-generation Fab 15 foundry on Friday. The facility, or 'gigafab' in TSMC parlance, will begin coming online in 2012, long-term capacity is said to be upwards of 100,000 wafer starts a month. In contrast, GlobalFoundries New York facility currently under construction is targeting 60,000 wafer starts / month once in full production. According to TSMC, the new fab has a price tag of some $9.4 billion and will come online with both 40nm and 28nm production nodes. We're guessing TSMC's goal here is to further extend its glowing record as a leading edge node provider—after... Read more...
At this time last year, everyone in the PC industry was worried sick about where the future was headed. Were the days of yearly PC upgrades over? Should we cut production? Should we transition out of the high-end sector? We're sure major chip makers like Intel were running these thoughts through their heads, and we figure GlobalFoundries was no different. But this year at the Computex trade show in Taiwan, the company is all smiles with plans for major expansion in the months ahead. GlobalFoundries is the manufacturing arm for AMD processors (among other companies), and this week they're announcing... Read more...
It's been just over a year since AMD completed its spinoff of GlobalFoundries in an attempt to radically change its own financial trajectory. The gamble appears to have paid off for both companies; we recently sat down with GlobalFoundries executives to talk about the company's first year and plans for the future. GlobalFoundries current roadmap is as follows: The company will ship 40nm LP (low power) silicon starting this quarter and 32nm SOI in the back half of 2010. The left edge of each box denotes 'risk production,' aka early commercial production. One of the reasons we originally contacted... Read more...
When AMD renegotiated its x86 licensing deal with Intel last year, one of the most significant long-term changes was a marked reduction in how much of GlobalFoundries AMD had to own in order to remain within the terms of its manufacturing license. As a result of this change, AMD announced last month that it intended to significantly accelerate the financial split between itself and GlobalFoundries; we may now be starting to see the impact of that transition on the GlobalFoundries' side of the business. Today, GF announced a new strategic partnership with ARM, in which the two companies will collaborate... Read more...
Hector Ruiz served as CEO of AMD for nearly a decade and guided the company through both its strong success (Athlon 64) and lurching failures (paying $5.8 billion for ATI). He stepped down as CEO in July of 2008, after AMD reported its seventh consecutive quarterly loss, but became chairman of GlobalFoundries. That position could now be in jeopardy. The Assistant United States attorneys for the Southern District of New York have filed a complaint against the hedge fund Galleon Management. The fund is accused of trading on insider information, and Hector may have provided a great deal of it... Read more...
Earlier this month, we covered news that the Advanced Technology Investment Company (ATIC) issued a press release confirming that it had signed a definitive agreement to purchase Chartered Semiconductor. Chartered's business will be rolled into GlobalFoundries, with Doug Grose serving as CEO of the combined entities. Chartered released its financial report for the third quarter of 2009 this week and shed some light on what role the GlobalFoundries partner might play in the months and years ahead. Normally we run the numbers before examining other data, but since we've not written much about the... Read more...
Last week, we predicted that Intel's strong product mix and fabulous Q3 results could have negatively impacted AMD's own numbers at a time when the company is struggling to return to profitability. While AMD has yet to return to the black, the company's third quarter results are very good. Company executives weren't willing to flatly predict a strong Q4—the market is still uncertain—but the company may well hit its original Q4 target. The conference call packed a lot of information into 60 minutes, so let's start unpacking it—numbers first.AMD's total revenue in Q3 was $1.396 billion, up 18 percent... Read more...
ARM AND GLOBALFOUNDRIES ESTABLISH A STRATEGIC PARTNERSHIP TO ENABLE APPLICATION OPTIMIZED SOC PRODUCTS ON 28NM HIGHK METAL GATE (HKMG) PROCESSRelationship leverages synergies between ARM’s leading low power processor architecture, optimized physical IP and partner Eco-system with GLOBALFOUNDRIES advanced technology, design and manufacturing excellence. CAMBRIDGE, UK – October 6, 2009 – ARM [(LSE: ARM); (Nasdaq: ARMH)] and GLOBALFOUNDRIES today announces a long-term strategic relationship to provide their mutual customers with an innovative SoC enablement program.   To support the long-term... Read more...
The far-reaching effects of the global economic downturn could make it easy to blame the IC industry's problems on short-term market effects, but Doug Grose, CEO of GlobalFoundries, believes the fundamental problem confronting the industry is economic, not technical. According to Grose, "Only a handful of providers can afford the costs and keep up with Moore's Law...The IDM (Integrated Device Manufacturer) model is on a slow, dying path." The numbers behind Grose's rhetoric lend credence to the man's opinion though.  When AMD announced its own plans to split into two separate companies, it... Read more...
There's cheerful news from Sunnyvale today; AMD is claiming to now lead the discrete mobile GPU market with a 36.5 percent market share gain and a whopping 87.2 percent more units sold in the first six months of 2009 compared to the first six months of 2008. At this point, AMD claims to hold 53 percent of the discrete mobile market, and credits the jump in sales to the strong positioning of the ATI Mobility HD 4000 series. AMD points to design wins with HP (the dv6T), Acer, Samsung, Asus, and MSI, but the HD 4570 also tips up as the default option on Dell's Studio 15 and on HP's ProBook series.... Read more...
During AMD's conference call last week, company CEO Dirk Meyer stated that he expected Global Foundries to announce its first customer "within 30 days." We now know that first customer will be STMicroelectronics, which is a major semiconductor player and manufacturer in its own right. Global Foundries has stated that it will partner with ST to produce products based on 40nm Low Power (LP) bulk silicon. Electronics built using LP silicon are typically used in devices where minimal power consumption is paramount, including cell phones, application processors, and other handheld devices. “With the... Read more...
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