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SKYHAWK
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re: Reports: Globalfoundries hints at $10-bn fab location
SKYHAWK   1/12/2013 12:24:30 AM
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another fab in the sky dream for GF. They are loosing about 30 million a quarter, most of their 8 inch fabs are half or not full. Nobody is buying into the 28nm gate first process. ATIC wants out of this asap, pushing them to go IPO in 2014. So now they are building two fabs worth 12 billion??? Must be the new math.

Kulim
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re: Reports: Globalfoundries hints at $10-bn fab location
Kulim   1/17/2013 10:35:42 PM
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Time for Goldman to spin the IPO and get a bunch of mutual funds to sign up. Then transfer the wins to ATIC and the loses to anyone who will believe Goldman.

the_floating_ gate
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re: Reports: Globalfoundries hints at $10-bn fab location
the_floating_ gate   1/12/2013 5:39:45 AM
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What is GF's exposure to AMD? 70% ...80% of total sales ? GF is NOT a foundry in the sense of TSMC - it's the ex AMD (IDM) manufacturing operation - now called "foundry". To make matters worse AMD pays GF money to get out of contracts while still procuring wafers from TSMC....

yalanand
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re: Reports: Globalfoundries hints at $10-bn fab location
yalanand   1/13/2013 11:39:33 AM
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@the_floating_gate, any particular reason why AMD procures wafers from TSMC ? Can't it procure the wafers from GF ?

Kresearch
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re: Reports: Globalfoundries hints at $10-bn fab location
Kresearch   1/14/2013 9:58:04 AM
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Of cause, it is cost and effective capacity. GF got yield far out of expectation. So, if you are AMD executive, what will you do to keep survive?

yalanand
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re: Reports: Globalfoundries hints at $10-bn fab location
yalanand   1/13/2013 11:40:57 AM
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Good to see manufacturing units are brought back into USA, this will definitely improve the employment scenario in US.

bsassani940
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re: Reports: Globalfoundries hints at $10-bn fab location
bsassani940   1/14/2013 9:33:13 PM
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It make more sense to built it in Dresden where they have their best expertise not in NY!!

geekmaster
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re: Reports: Globalfoundries hints at $10-bn fab location
geekmaster   1/16/2013 7:21:30 PM
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Is this a misquote?

Kulim
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re: Reports: Globalfoundries hints at $10-bn fab location
Kulim   1/17/2013 8:21:52 PM
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GF will lose $$$ billions more in NY. Might as well lose the money in Abu Dhabi and get the Emiratis some real experience with this industry. Every year delayed is another year without progress and additional billions spent / lost in foreign lands. Get some top expats & partner with Emirati, with few exceptions after 5 years expat goes home & Emirati runs the show.

Jack.L
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re: Reports: Globalfoundries hints at $10-bn fab location
Jack.L   1/19/2013 5:33:37 PM
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There is a big difference between building, running, and keeping advancements up on a leading edge FAB versus many other industries. 5 years is not nearly enough to develop enough indiginous knoewledge for that to happen not to mention in 5 years it is becoming obsolete and who advances it to stay competitive?

MClayton0
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re: Reports: Globalfoundries hints at $10-bn fab location
MClayton0   1/19/2013 5:48:29 PM
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I think everyone is missing the NY State advantage of IBM support in technology, as finfet's of all kinds evolve. These are automated factories, with automated design tools, and a few highly paid process integration engineers might prefer living in New England vs Abu Dhabi or Dresden. And they have Bay Area presence as well. Intel has proven that US is safer for manufacturing as long as its highly automated. Just my opinion.



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