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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.

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/

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   3/7/2012 8:05:23 PM
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Thanks Dylan, I was hoping you would follow up..

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.

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?

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?

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.

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

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.

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