AMD: Global Foundries makes our CPUs, GPUs, APUs - Alliance with Samsung is critical

We were but discussing the other twenty-four hours, AMD's absence from TSMC's 16nm partners and the possibility that the Samsung-GloFo relationship might enable it to leave the foundry behind and employ GloFo in its entirety. It seems like AMD has hinted at the same thing at the recently held Credit Suisse Technology Conference. Unless the guy presenting was discussing something completely dissimilar, this signals a paradigm shift from AMD.

Cut dies showcased in TSMC - AMD's fab of choice for loftier power ASICs, until of recent @Stock TSMC

Advancing the procedure from 28nm is the responsibility of Global Foundries since information technology makes all our products - AMD

Remember the very huge hint I was talking about in my last article? well this is it. There is not a single mention of TSMC or whatever of its wafer contracts throughout the unabridged proceedings and this is strange in itself because the publicly available contracts of GloFo are not diverse plenty to substitute for TSMC. At present mentions of GlobalFoundries are scattered throughout the text merely here is i specifically interesting snippet from the transcript (link given below) which implies that AMD volition exist using Global Foundries for its FinFET products.

Q: .......what practise yous retrieve most your roadmap of getting the FinFET and moving downwards Moore's Law and the expense of doing so?

A: AMD has been absent-minded considering we are a fabless company. And typically fabless companies are non the ones that have to worry about the process technologies. I recall that'south for the GlobalFoundries to go ahead and figure out. And GlobalFoundries did something very interesting, the alliance with Samsung, I think that's going to assist both Samsung and GlobalFoundries and us from an overall standpoint because information technology makes FinFET available to a broader gear up of customers in the industry as opposed we have one or ii players that get ahead and have the engineering science.

Here's some other one:

........Then from an overall standpoint, today the bulk of our products are 28 nanometers. We will accept sure products in 20 nanometers and then nosotros'll go to FinFET from at that place, but our partnership with GlobalFoundries is where it comes into play in terms of what's the right point to go and intersect products with technology and introduce the parts out in the market place.- Devinder Kumar - SVP and CFO AMD

Mr. Kumar then further went on to country that Global Foundries has improved significantly and that AMD expects 50% of its revenue to come up from not-PC non-traditional sector by the end of 2022. Information technology looks like AMD'southward WSA (Wafer Supply Agreement) with GloFo is getting more and more diverse and that the partnership with Samsung is helping a lot. AMD mentioned the alliance of GloFo with Samsung every bit a critical milestone that could help the foundry progress exponentially. So far, Samsung is helping AMD on the 14nm FinFET process which is non yet mature for high functioning ASIC production. I won't get into any more than item considering we already bordering dangerously close to bullheaded speculation. So at that place you go folks, the winds of change announced to be ascension at our beloved Reddish Camp.

A total re-create of the transcript can be constitute at SeekingAlpha.com

Source: https://wccftech.com/amd-global-foundries-cpus-gpus-apus-alliance-samsung-critical/

Posted by: lapanthour1943.blogspot.com

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