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AMD’s CTO on 7nm, Chip Stacks

Papermaster calls for EUV ASAP
7/24/2017 00:31 AM EDT
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Horus
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Re: Folks... I'm sure AMD thought of their supply
Horus   7/31/2017 8:22:58 AM
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No doubt GF has yet to demonstrate credibility. Can't even remember when they last developed anything themselves successfully.

 

 

 

Gondalf
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Re: AMD and Globalfoundries
Gondalf   7/31/2017 4:48:20 AM
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I don't know how much could help the IBM process staff. They are well proven only to develop expensive low volume process nodes for POWER line. Another matter is to develop a dirty cheap bulk process to allow very large volume at cheap prices and high profitability.

 

Gondalf
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Re: Folks... I'm sure AMD thought of their supply
Gondalf   7/31/2017 4:42:43 AM
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AMD was very clear about this since the beginning: Zen on 14nm for three years.

So we will not see anything of intersting since late summer of 2019, well in line with foundries standard time frames on shipment of high power and large die SKUs.

The 7nm process could be on track early but it takes a lot of time to allow an economic shipment of huge devices. My bet the first thing AMD will ship will are small cpus for Laptops.

TSMC is concentrated on a low power process at the beginning. High power 7nm is very very tricky, this is the reason i don't trust on GloFo at all.

Horus
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Folks... I'm sure AMD thought of their supply
Horus   7/28/2017 8:36:37 AM
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Been reading the comments posted.

I would give AMD more credit than that. They should be more than well aware of their supply risks with reference to Glofo on 7nm.

In 2016, a new wafer supply agreement was signed with GF which essentially allows AMD to make their chips at other foundries although there is a financial penalties.

http://www.anandtech.com/show/10631/amd-amends-globalfoundries-wafer-supply-agreement-through-2020

Quote

Ultimately this means AMD could end up paying GlobalFoundries two different types of penalties: one for making a chip at another fab, and a second penalty if AMD doesn't make their wafer target for the year with GlobalFoundries.

Unquote

So .... we will still get our Zens on time ... just not made in Glofo and AMD will continue to have lower profit margins than nVidia and Intel..

emesdoublee
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Re: AMD and Globalfoundries
emesdoublee   7/27/2017 3:44:05 PM
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Globalfoundries is a complete joke and money loser. Only the scrubs and cheap skates use that garbage dump. They had to buy the 14 nm process after falling on the face and breaking it. I heard that most of the best IBMers have gone elsewhere. If it's so great anyway, why did IBM have to pay 1.5 Billion to GF to take them? When was the last time IBM had an industry leading process? I heard their tool flow is a complete nightmare. My guess is GF is on death watch even as we speak.

raghu78
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AMD and Globalfoundries
raghu78   7/25/2017 4:11:54 PM
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Globalfoundries has improved their execution after IBM's semiconductor division acquisition. The addition of IBM's R&D team has given them a significant boost in coming up with a competitive 7nm foundry process. GF 7LP is ready for customer designs and AMD has confirmed they will be taping out 7nm chips before end of 2017. 

https://hothardware.com/news/amd-confirms-7nm-tape-out-2h-2017-navi-zen-2

Globalfoundries has confirmed risk production in early 2018 and volume production by late 2018. We should 7nm Zen 2 based Ryzen launch in Q1 2019. 

paul.jhnson
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AMD needs a real fab
paul.jhnson   7/25/2017 12:32:36 AM
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AMD needs to stop relying on LiarFoundries for its chips. Samsung, for example, would be a far better option, giving them a chance competing against Intel. LiarFoundies with its talentless organization and pathetic yields will never be able to complete with Intel nor TSMC. LiarFoundries will only destroy AMD, both financially and technologically.

emesdoublee
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Ditch glofo for survival
emesdoublee   7/24/2017 9:38:45 PM
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Hey papermaster, you need to ditch Globalfoundries at 7 nm node for any hope of survival. Here's what I would do if I was you. Invite the CEO of glofo over to your office. Raise the left and right middle finger to him and tell him thete is no chance you will risk AMD future on such a shaky joke. Then invite CEO of TSMC to AMD. Get on your knees and beg for capacity and cooperation at 7 nm. Otherwise you are finished.

Gondalf
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Strange guy i have to say
Gondalf   7/24/2017 6:21:35 AM
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He basically says that AMD will stay on 14nm other two years and that he don't remember that Intel was ever behind many others in process tech since the old days. I remember AMD on luxurious SOI with Intel on crap bulk at the same node, i remember Intel on 45nm and TSMC on 40nm, Intel on 32nm and TSMC on 28nm...i remember Intel on 130nm aluminium and AMD on 130nm copper but history doesn't count!!.....the peoples don' remember!!

But this guy has a strange face too :)

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