[The Exiled]

GloFo preskaču 7nm kompletno, a AMD sve svoje potrebe okreće prema TSMC-u. Ova i prošla stranica sadrže sve detalje.

So yes, GF will skip 7nm and below and join the ranks of UMC, SMIC, TowerJazz etc… as a boutique foundry which can be quite profitable. In fact, with CMOS, FinFET, and the FD-SOI offerings, I would crown GF the King of the Foundry Boutiques! Remember that GF 7nm capacity is 15k WPM versus the massive 7nm capacity of TSMC and Samsung so there will be no shortages based on this announcement. Also, AMD and TSMC agreed on this months ago to secure 7nm capacity so this is pure upside for TSMC and possibly Samsung. Will AMD and others use Samsung for a second source? My guess is yes because that is how the foundry business has always worked. AMD already second sources Samsung 14nm. At 7nm AMD will stay with TSMC but at the lower nodes they will straddle TSMC and Samsung, my opinion.

Izvor: SemiWiki