Items tagged with GlobalFoundries

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 GF was to clear up some confusion around the 32nm/28nm process nodes. When GlobalFoundries first... 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 on leading-edge, 28nm system-on-chip (SoC) designs.  GlobalFoundries plans to offer 28nm... 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 just before the GlobalFoundries spinoff. According to the court filing, Daniel Chiesi of Galleon Management... 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 company to date, we'll start with some additional information. Unlike AMD or Intel, Chartered currently... 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 over the second quarter, but down 22 percent year-on-year. That last isn't surprising—Intel's own... 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 relationship, GLOBALFOUNDRIES and ARM have signed a broad agreement on processor implementation... 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 provided the following diagram: Expect to see that diagram again, and in the very near future. According... 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. "As consumers’ increasingly demand greater visual computing capabilities in their notebooks, the market... 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 addition of an industry-leader in low-power technology like STMicroelectronics we now begin to deliver... Read more...
AMD-derived GlobalFoundries broke ground today on what will become the company's leading-edge manufacturing facility and (according to it, at least) the largest and most technically-advanced fab in the United States. The $4.2 billion facility should start production within two years, and is expected to begin volume production in 2012. Currently, GlobalFoundries predicts the plant will debut using 300mm wafers and 28nm process technology, only to transition to 22nm as it enters volume production. Those numbers frankly seem optimistic. Over the last nine years, it's taken AMD two years or more to launch products at any given node. There were a number of technological issues that had to be overcome... Read more...
Back in May, Intel partnered with TSMC and Samsung to announce their intention of developing and deploying 450mm wafer starts by 2012. The shift from 300mm (12" diameter wafers) to 450mm was touted as necessary for all the usual reasons—think cheaper, faster chips—and we've not heard much in the way of pushback until now. At the Semicon West conference this week, a number of companies voiced their belief that a shift to 450mm wafers was premature, unproven, and would impose a tremendous financial burden.There are two basic ways a semiconductor manufacturer can attempt to increase production capacity and revenue. The first (and generally simpler) approach is to shrink the company's existing manufacturing... Read more...
Global Foundries Calls for Renewed Focus on 300mm Manufacturing Innovation- At SEMICON West, the new leading-edge semiconductor foundry describes the need for increasing efficiency and minimizing waste in the 300mm manufacturing process - SAN FRANCISCO, CA – July 14, 2009 – In its effort to meet the ever-increasing demands of consumer technology, the semiconductor industry has long been preoccupied with smaller transistors and larger silicon wafers. While these are important tactics, opportunities for increasing efficiency, becoming more agile, and minimizing waste are often overlooked in manufacturing processes, according to Thomas Sonderman, vice president of manufacturing systems and technology... Read more...
Global Foundries Appoints Head of Enterprise Quality, Completes Senior Leadership Team- Foundry industry expert to drive maximum quality and process improvement for customers as company positions for long-term success as an independent leading-edge foundry - SUNNYVALE, CA – July 7, 2009 – GLOBALFOUNDRIES today announced the appointment of Ron Dickinson as vice president of enterprise quality. The appointment marks the completion of the senior management team, cementing a strong leadership base to support the long-term growth and success of GLOBALFOUNDRIES as it aims to reshape the foundry landscape. In his role, Dickinson will enhance the customer experience by driving maximum levels of quality... Read more...
Global Foundries Takes Final Steps Towards Fab 2 Groundbreaking SUNNYVALE, Calif. – June 9, 2009 – GLOBALFOUNDRIES today announced it has issued the formal commitment letter to the State of New York for the construction of the Fab 2 project at the Luther Forest Technology Campus (LFTC). The letter officially initiates the construction phase of the Fab 2 project and triggers the State of New York to begin the process of issuing bonds for the payment of reimbursements and incentives to the company for the development of the estimated $4.2 billion semiconductor wafer fabrication facility, or “fab.”“It was three years ago this month that we announced plans to build and operate the most advanced... Read more...
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