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Globalfoundries Reportedly Asks EU to Probe TSMC

9/21/2017 07:01 PM EDT
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emesdoublee
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Manager
GF is circling the drain
emesdoublee   9/24/2017 11:36:00 AM
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I think this article really speaks to the true GF situation. They are getting their ass kicked so badly that they have to pull out the lawyer card and go cry to regulators like little babies. The other article about the 7 myths of GF is the fantasy article where things are going so great there. Fdsoi is going so great that they had to prop up soitec with a wafer agreement? When was the last time IBM developed a world beating cmos process? Never?

realjjj
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CEO
Re: 2 edged Sword
realjjj   9/24/2017 2:36:21 AM
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The rules are different for a dominant player, assuming this would be about an abuse of dominance.

Horus
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Rookie
2 edged Sword
Horus   9/23/2017 9:42:12 PM
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This investigation is a 2 edged sword which could backfire badly.

Samsung is actively competing with TSMC for the high end business and could possibly be ahead in some advanced technologies although TSMC is projected to be ahead in 2018. China based Fabs with government support are coming up strongly and are likely to dominate the lower end market.

So there is strong existing competition and stronger future ones  although the competitor is NOT GF.

On the ther hand.

GF has wafer supply agreement with AMD till 2020.

This forces AMD (under heavy financial penalty)  to use GF as the supplier even when other foundries like Samsung and TSMC do offer more advanced processes.

Wouldn't this be a type of anti-competitive behavoir which could be cited against them ?

 

http://marketrealist.com/2017/04/is-global-foundries-wafer-supply-agreement-concerning-for-amd/

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

 

realjjj
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CEO
...
realjjj   9/22/2017 9:31:14 AM
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With 90% share at 28nm, one has to wonder.

resistion
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Author
Loser tactics
resistion   9/22/2017 6:26:32 AM
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How about admitting they're too slow to market?

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