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Late last month, the Wall Street Journal leaked news of a partnership with TSMC, in an agreement that put a formal signature on what sources have previously implied was years of behind-the-scenes collaboration. Apple has explored its options with foundry partners that aren't Samsung for several years as its... Read more...
If you thought today's mobile devices were fast, wait until you see what ARM has up its sleeve for next year. Chip makers Taiwan Semiconductor Manufacturing Company (TSMC) and GlobalFoundries have both let it be known that they're planning to build 3GHz ARM processor sometime in 2014, which will inevitably end up in... Read more...
If you've paid any attention to the PC industry in the past few years, you're aware that things aren't as rosy as they used to be. After decades of annual growth, major manufacturers like HP and Dell have both either floated the idea of exiting the consumer space (HP) or gone private (Dell). Contrast that with steady... Read more...
AMD's fourth quarter results for 2012 are in, and they're as bad as everyone has been expecting. The only good news is that since everyone has been expecting it, the company's stock shouldn't take too hard a hammering. Total revenue for the year was $5.42B, down 17.5% year-on-year. Gross margins fell from 45% to 23%... Read more...
The last thing Advanced Micro Devices (AMD) needs right now is to have to deal with continued supplier issues as the year reboots. It's been a tumultuous year for the Sunnyvale chip designer, and to ensure things on the supply side run smoothly, AMD has reportedly tapped Taiwan Semiconductor Manufacturing Company (TSMC) to build its upcoming... Read more...
AMD announced late today that it's reached a new wafer supply agreement (WSA) with GlobalFoundries. This is the second time AMD has renegotiated the agreement this year, and while the new arrangement offers Sunnyvale some needed flexibility, it carries further penalties as well. First, a few quick explanations. The WSA governs the purchase... Read more...
ARM and GlobalFoundries have been working together ever since AMD spun GlobalFoundries off as an independent business, but the two companies are taking steps to further expand their joint development efforts. As part of the deal, ARM has committed to creating a "full platform of ARM Artisan® Physical IP, including... Read more...
To celebrate its third anniversary as a chip manufacturing foundry, Globalfoundries over the weekend announced an agreement with Advanced Micro Devices (AMD) to buy out all remaining shares to achieve full independence. Under the amended agreement, AMD will continue to be one of Globalfoundries' "primary and strategic... Read more...
AMD announced its fourth quarter and 2011 results yesterday. The figures aren't bad in and of themselves, but the company's overall position headed into 2012 is decidedly uncertain. Yearly revenue was flat at $6.57B, with total net income for fiscal 2011 at $495M, up four percent from 2010. "AMD shipped more than 30 million APUs in 2011, resulting... Read more...
Reports from multiple foundries suggest that the industry has had trouble ramping 28nm production, despite early bullish promises and repeated assurances. The situation is something of a high-tech 'I told you so.' As we've previously covered, each new process node has been an increasingly difficult shift as... Read more...
Five of the largest and most advanced semiconductor manufacturers have signed a joint development and research agreement in what might be a record-breaking partnership. It's not unusual to see IBM, Samsung, and GloFo pairing up—all three companies are part of the Common Platform Alliance--but the presence of... Read more...
GlobalFoundries and Samsung announced today that they intend to synchronize their 28nm high-performance/low-leakage production facilities. This new agreement follows a 2010 collaboration between GloFo, Samsung, IBM, and STMicroelectronics in which all four firms agreed to cooperate in building out their low-power 28nm process nodes. One of... Read more...
It was only a year ago that Globalfoundries announced plans for a major global capacity expansion. And now? Globalfoundries today said it's ready to start moving 300mm semiconductor wafer fabrication equipment into its newly constructed cleanrooms in New York and Dresden. The technical term for this milestone is... Read more...
It's only been two weeks since Apple and Samsung jointly sued each other for alleged patent infringement, but relations between the two companies have apparently already turned ice cold. Rumors in April suggested that Apple was discussing an arrangement with TSMC (there's been no official confirmation on either side). Gus Richard, an analyst... Read more...
AMD has revised its purchase agreement with Global Foundries in a move that will allow the CPU design firm to recognize a $492 million non-cash gain in Q1. Instead of purchasing 45nm and 32nm wafers on a "cost-plus" basis, Sunnyvale will pay GlobalFoundries a fixed price for products through the end of the year. Reactions to the change have... Read more...
Both TSMC and GlobalFoundries have released new information on their respective plans for the next few years. TSMC has announced its intention to double its 2011 R&D capital expenditure to $700 million, while it simultaneously spends $7.8B over the next year in order to increase its manufacturing capacity by... Read more...
At yesterday's Common Platform technology day, IBM and the other members of the Common Platform Initiative made a major announcement. While plans to use gate-first technology at the 32nm/28nm node remain unchanged, the coalition will move to gate-last technology when it makes the jump to 20nm production. As... Read more...
AMD announced its second-quarter earnings yesterday and the company's results, while not perfect, imply continued strong execution. The company's revenue was up 40 percent year-on-year on strong demand for server and mobile parts. Total revenue was $1.65B, up five percent from the first quarter. "Robust demand for our latest mobile platforms... Read more...
As process geometries shrink, the cost and complexity of manufacturing products that use them continues to rise. This fact has had a significant impact on the semiconductor industry as various foundries have either struggled to ramp production on a new process (TSMC's 40nm) or have delayed beginning their own... 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... Read more...
Q1 was the first quarter AMD reported its results entirely separate from those of GlobalFoundries, and the company's numbers were quite good. Revenue for the quarter was a record-setting $1.57B, the company reported an operating income of $247 million, and an operating profit of $182 million. That's an excellent shift from a year ago, when... 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... Read more...
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