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AMD relinquishes stake in Globalfoundries

3/5/2012 03:27 AM EST
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TarraTarra!
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re: AMD relinquishes stake in Globalfoundries
TarraTarra!   3/5/2012 6:25:03 AM
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Spells doom for Global Foundries. The ATI division of AMD has already been using TSMC. I suspect the rest of AMD might follow. Does GF have any other customers of significance?

yalanand
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re: AMD relinquishes stake in Globalfoundries
yalanand   3/5/2012 6:27:54 AM
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Did global foundaries solve its poor yields at the 32-nm node ? Will AMD continue to use GF technology or will shift to TSMC for its future projects ?

mcgrathdylan
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re: AMD relinquishes stake in Globalfoundries
mcgrathdylan   3/5/2012 4:19:53 PM
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It appears they have solved the 32-nm issues. They say that they have dramatically increased the shipments of AMD's 32-nm APUs. Will they continue to work together? There is much discussion here about their continuing strategic partnership, etc. But AMD is basically shelling out more than half a million dollars, including relinquishing its stake in GF, in order to gain the right to use another foundry at 28-nm. So what does that say?

mcgrathdylan
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re: AMD relinquishes stake in Globalfoundries
mcgrathdylan   3/5/2012 6:09:34 PM
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Sorry- make that half a billion dollars above.

BillSalmond
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re: AMD relinquishes stake in Globalfoundries
BillSalmond   3/5/2012 12:46:51 PM
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Is anyone making a success using an IBM developed process? This is a genuine question. I can't think of anyone.

pinhead1
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re: AMD relinquishes stake in Globalfoundries
pinhead1   3/5/2012 10:13:01 PM
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Well, IBM is doing OK, and several of the gaming systems used IBM process. Also, Samsung is making a lot of products for Apple using IBM-derived processes.

BillSalmond
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re: AMD relinquishes stake in Globalfoundries
BillSalmond   3/5/2012 10:23:25 PM
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IBM don't release any figures for their semiconductor division. I suspect that at best they break even. Are Samsung involved in the IBM fab club?

DrunkenSailor
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re: AMD relinquishes stake in Globalfoundries
DrunkenSailor   3/6/2012 1:15:01 AM
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Samsungs Logic/Foundry technology is part of IBM's fab club. One might also recall the announcement of both Samsung and GF offering a "synchronised" 28 nm technology what is based on mentioned fab club.

pinhead1
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re: AMD relinquishes stake in Globalfoundries
pinhead1   3/6/2012 7:02:22 PM
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http://en.wikipedia.org/wiki/ISDA See the 2nd line. I guess the list of companies participating in the Fab Club is in the public domain.

phoenixdave
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re: AMD relinquishes stake in Globalfoundries
phoenixdave   3/5/2012 5:15:39 PM
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Being "truly independent" certainly can bring some long term advantages, but will they be outweighed by the short-term disadvantages? How deep are ATIC's pockets?

Peter Clarke
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re: AMD relinquishes stake in Globalfoundries
Peter Clarke   3/7/2012 6:37:57 PM
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I believe at the last count they are $10 billion to $15 billion deep. I think Abu Dhabi has the money to deepen those pockets. They may have to.

chipmonk0
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re: AMD relinquishes stake in Globalfoundries
chipmonk0   3/5/2012 6:20:51 PM
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Does GloFo still depend on IBM for R&D at advanced nodes ? They were doing this as a continuation of AMD policy and got into trouble when following IBM approach to HKMG turned out to be non-scalable.

Oscar Law
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re: AMD relinquishes stake in Globalfoundries
Oscar Law   3/5/2012 7:02:33 PM
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It is bad news for GF that AMD properly go to other foundry to make 28nm or below APU. GF needs high volume customers for yield learning.

KB3001
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re: AMD relinquishes stake in Globalfoundries
KB3001   3/5/2012 10:31:07 PM
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Very bad news indeed for GF, and more precisely ATIC!

old account Frank Eory
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re: AMD relinquishes stake in Globalfoundries
old account Frank Eory   3/5/2012 10:48:04 PM
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GF will be hungry, and that could result in making them very competitive. Don't write them off just yet.

me3
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re: AMD relinquishes stake in Globalfoundries
me3   3/5/2012 11:09:02 PM
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Better getting into shape now, this hunger is the hunger to end all hungers.

KB3001
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re: AMD relinquishes stake in Globalfoundries
KB3001   3/6/2012 9:35:31 AM
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May be they should go a step further and stop asking Daddy (ATIC) for more money everytime they are in trouble. That way they will feel the real hunger...

me3
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re: AMD relinquishes stake in Globalfoundries
me3   3/6/2012 3:18:03 PM
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Well, that would be hard. But they can be less arrogant, less evasive, friendlier to the ecosystem, and more open to partnership. Do they have the DNA for that?

Dr_Trevorkian
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re: AMD relinquishes stake in Globalfoundries
Dr_Trevorkian   3/5/2012 11:15:11 PM
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Does this impact their x86 licensing agreement with Intel? I thought that they were required to fabricate their own x86 chips.

mcgrathdylan
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re: AMD relinquishes stake in Globalfoundries
mcgrathdylan   3/5/2012 11:57:20 PM
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@Dr_Trevorkian- I found this an interesting question and posed it directly to an AMD spokesman. The spokesman reported that the amended deal with Globalfoundries has no implications for its x86 license from Intel. "We have the ability to produce processors anywhere we chose from the perspective of the cross license," the spokesman said.

KB3001
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re: AMD relinquishes stake in Globalfoundries
KB3001   3/6/2012 12:55:40 PM
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Is not this surprising?

Dr_Trevorkian
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re: AMD relinquishes stake in Globalfoundries
Dr_Trevorkian   3/6/2012 6:52:30 PM
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It is interesting because I remember that when they spun off Global Foundries they took a 51% share in it, and had the requirement of having a majority of board members. This was due to the cross licensing agreement, although this may have changed especially with the anti-trust settlement with Intel.

mcgrathdylan
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re: AMD relinquishes stake in Globalfoundries
mcgrathdylan   3/6/2012 6:59:14 PM
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I don't believe that AMD had 51 percent stake originally. Even if you go back to the initial announcement in October 2008, AMD was only going to have about 44 percent of what was then called "The Foundry Company," while ATIC owned by 56 percent. http://www.globalfoundries.com/newsroom/2008/20081006.aspx

phoenixdave
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re: AMD relinquishes stake in Globalfoundries
phoenixdave   3/7/2012 4:32:52 PM
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"TSMC halted 28nm production in mid-February according to a report..." Wonder how this will affect AMDs decision?

Peter Clarke
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re: AMD relinquishes stake in Globalfoundries
Peter Clarke   3/7/2012 6:36:24 PM
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Any affect on AMD's decision will depend on who you are quoting. Who are you quoting PhoenixDave?

mcgrathdylan
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re: AMD relinquishes stake in Globalfoundries
mcgrathdylan   3/8/2012 8:33:28 AM
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Reports about a TSMC production stoppage at 28-nm appear to have been originated by the aptly named Semi Accurate. We are checking into it. http://semiaccurate.com/2012/03/07/tsmc-suddenly-halts-28nm-production/

phoenixdave
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re: AMD relinquishes stake in Globalfoundries
phoenixdave   3/7/2012 8:05:23 PM
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Thanks Dylan, I was hoping you would follow up..

mcgrathdylan
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re: AMD relinquishes stake in Globalfoundries
mcgrathdylan   3/8/2012 7:15:26 AM
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@phoenixdave (and everyone else)-I've done some checking, and it's my assessment that this report about TSMC halting 28-nm production is inaccurate (not even semi-accurate). Certainly, TSMC has had some hiccups at 28-nm. But halting production several weeks ago? I don't think so. TSMC said its policy is not to comment on rumors. But a spokeswoman for the company, Elizabeth Sun, also told me via email that 28-nm production is normal and that customers are fully aware of TSMC's production status. It was also pointed out to me when I asked around about this that both Xilinx and rival Altera have within the past week or so issued announcements about 28-nm products shipping. Both use TSMC for manufacturing. Why would either of these companies trumpet 28-nm production if they knew that their foundry supplier had shut down it's 28-nm production lines? I don't see it. http://press.xilinx.com/phoenix.zhtml?c=212763&p=irol-newsArticle&ID=1667836&highlight= http://www.altera.com/corporate/news_room/releases/2012/products/nr-stratix5-production.html

phoenixdave
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re: AMD relinquishes stake in Globalfoundries
phoenixdave   3/8/2012 11:53:58 AM
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Thanks Dylan. Other sources seem to agree with your assessment. I guess some self-described "reliable sources" are semi-worthless. Sorry for the trouble.

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