Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
mark.lapedus
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
mark.lapedus   9/7/2010 5:35:02 AM
NO RATINGS
HSBC says GlobalFoundries (GF) won't be a real factor in the foundry market until 2011. I agree. I am still not convinced about them. Sometimes, I think they are really lost. I am not sure they have made the transition as an IDM under AMD to the pure-play foundry business. They got deep pockets, but they don't have a clue right now. They may figure it -- perhaps sooner than later. But for now, I see red ink and slower-than-expected sales for the foreseeable future.

double-o-nothing
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
double-o-nothing   9/4/2010 11:57:15 AM
NO RATINGS
GlobalFoundries is trying to become, in a few years, what TSMC became after many nodes. That is a tall order. Going to double patterning at 22/20 nm also not easy for them to accept, I bet.

CamilleK
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
CamilleK   9/4/2010 5:15:41 AM
NO RATINGS
@resistion: I am not sure I agree that GF using outside mask suppliers is a handicap. It is in my opinion providing a key differentiation in the sense that they can offer competitive rates from various mask suppliers and they do not even need to invest in the internal development of mask making and they can use the capital to work on the process R&D. In addition to this customers may feel that they are overpaying in terms of masks if they have no alternative options but going through the foundry's captive mask shops.

Luis Sanchez
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
Luis Sanchez   9/3/2010 9:01:21 PM
NO RATINGS
Quite interesting to read you all guys, one really learns about the IC industry just by glancing over your comments. So I see that Samsung is strong in chip manufacturing and there are many non-foundry vendors who depend on the makers. And there are different techs like 40nm, till 20nm. I would like to know what is the ROI of the semiconductor business is this what we might call hi value added? Perhaps so since at the end the makers are selling little pieces of sillicon but with a high agregated value right? If we think of it... is like making stones speak, calculate and the sort...

Pablito
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
Pablito   9/3/2010 6:17:29 PM
NO RATINGS
test

resistion
User Rank
CEO
re: GlobalFoundries puts rivals on notice, tips 20-nm process
resistion   9/3/2010 2:57:10 PM
NO RATINGS
Like UMC, GF has a handicap in that it must rely on outside mask suppliers. I don't think they can advance easily to subsequent nodes as smoothly as TSMC, Samsung, Intel. In fact, it may make sense for them to consider maskless or even direct write instead of something mask-intensive like EUV.

FH1
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
FH1   9/3/2010 1:44:31 PM
NO RATINGS
Dear Goafit ... "I think they will fail because building factories is not a good model. This is capital intensive with minimal returns. I see no good value in this strategy" ... an interesting philosophy. So just who exactly is supposed to build factories and make the chips ??? Are you suggesting the world defaults to no foundries, no IDMs ... no wafer factories ??? Bottom line is when there's no competition left, wafer prices will skyrocket making them great on returns and good value to have. Dear Noe 1 ... "Samsung will not be holding on to their fabs for too long either" ... in your dreams. My guess is Samsung is the only chip competitor that really keeps TSMC awake at night. As for ATIC ... fine words and nice fanfare but words and fanfare's are the easy part; the proof of the pudding's will be in the eating. What ATIC really needs is TSMC's prowess, Samsung's ruthlessness and Intel's execution; everything else is an expected and necessary given.

KB3001
User Rank
CEO
re: GlobalFoundries puts rivals on notice, tips 20-nm process
KB3001   9/3/2010 2:02:14 AM
NO RATINGS
I believe GF will ultimately lead the way in the foundry business. Their owners (ATIC) have deep pockets and have no shareholders to worry about :-) They can take the short term losses for the sake of long term dominance.

gutieaphd
User Rank
Rookie
re: GlobalFoundries puts rivals on notice, tips 20-nm process
gutieaphd   9/2/2010 11:26:33 PM
NO RATINGS
The technical side, as proposed, seems to be nearly impossible to even visualize. Focus is not the strong point of this company, it also suggests management believes there is an endless supply of sacrificial capital. Perhaps the UAE investors are willing to spend unlimited amount of resources? The financial aspect, based in losing money in every single product Globalfoundries ship, with losses exceeding 75% of its revenue, and a lousy balance sheet; is a complete delusion unless they can sell ATIC on funding them to the end of the times. Have they already done so? What will TSMC do? It does not look good for Globalfoundries. They seem to be imploding; or just a quarter away from it.

Ratgebber
User Rank
Freelancer
re: GlobalFoundries puts rivals on notice, tips 20-nm process
Ratgebber   9/2/2010 8:40:48 PM
NO RATINGS
PR and yield do not have to correlate on the ITRS roadmap.

Page 1 / 2   >   >>


Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Rishabh N. Mahajani, High School Senior and Future Engineer

Future Engineers: Don’t 'Trip Up' on Your College Road Trip
Rishabh N. Mahajani, High School Senior and Future Engineer
3 comments
A future engineer shares his impressions of a recent tour of top schools and offers advice on making the most of the time-honored tradition of the college road trip.

Max Maxfield

Juggling a Cornucopia of Projects
Max Maxfield
19 comments
I feel like I'm juggling a lot of hobby projects at the moment. The problem is that I can't juggle. Actually, that's not strictly true -- I can juggle ten fine china dinner plates, but ...

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
39 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...

Karen Field

July Cartoon Caption Contest: Let's Talk Some Trash
Karen Field
144 comments
Steve Jobs allegedly got his start by dumpster diving with the Computer Club at Homestead High in the early 1970s.

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)