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The GF Pivot, Specialization Defined

The GF Pivot, Specialization Defined
by Randy Smith on 10-04-2019 at 6:00 am

On August 27, 2018, GLOBALFOUNDRIES (GF) announced that they were no longer going to compete in the race to the next smaller semiconductor node, at that time, the 7nm node. While surprising to some, on further analysis this move made sense. TSMC had announced its plan to invest around $25B in the 5nm technology node. GF revenue is … Read More


GLOBALFOUNDRIES Ready for IPO in 2022?

GLOBALFOUNDRIES Ready for IPO in 2022?
by Daniel Nenni on 09-28-2019 at 6:00 am

Hard to believe but it’s the 10th anniversary of Globalfoundries. What a journey this has been. It truly has been an honor to work with GF over the years as they invested many billions of dollars in the fabless semiconductor ecosystem and added a colorful chapter in semiconductor history, absolutely.

We have written hundreds of … Read More


Semicon West 2019 – Day 4 – Soitec

Semicon West 2019 – Day 4 – Soitec
by Scotten Jones on 08-21-2019 at 6:00 am

Image RemovedLast year at Semicon I sat down with Soitec and got an update on the company. You can read my write up from last year here. A key point last year was Soitec was continuing to be profitable and grow after several years of financial struggles.

On Thursday, July 11th I got to sit down with Soitec’s CEO, Paul Boudre and … Read More


Semicon West 2019 – Day 3 – Global Foundries

Semicon West 2019 – Day 3 – Global Foundries
by Scotten Jones on 07-30-2019 at 10:00 am

On Wednesday, July 10th I got to sit down with Gary Patton, CTO and SVP of worldwide research and development of Global Foundries and get an update on how the company is doing.

We started with a discussion of Global Foundries (GF) general business health. Revenue for the year is expected to be around $6 billion dollars. They are focused… Read More


Semiconductor Foundry Landscape Update 2019

Semiconductor Foundry Landscape Update 2019
by Daniel Nenni on 03-29-2019 at 5:00 am

Image RemovedThe semiconductor foundry landscape changed in 2018 when GLOBALFOUNDRIES and Intel paused their leading edge foundry efforts. Intel quietly told partners they would no longer pursue the foundry business and GF publicly shut down their 7nm process development and pivoted towards existing process nodes while … Read More


GLOBALFOUNDRIES UPDATE 2019

GLOBALFOUNDRIES UPDATE 2019
by Daniel Nenni on 03-04-2019 at 12:00 pm

Image RemovedThe GLOBALFOUNDRIES story has been one of the more interesting ones inside the fabless semiconductor ecosystem. It started in 2008 when AMD announced a partnership with ATIC of Abu Dhabi to create a new joint venture company to become the world’s first truly global semiconductor foundry. On March 4[SUP]th[/SUP]… Read More


Synopsys GLOBALFOUNDRIES and Automotive IP

Synopsys GLOBALFOUNDRIES and Automotive IP
by Daniel Nenni on 02-28-2019 at 12:00 pm

IP vendors have always had the inside track on the status of new process nodes and what customers are planning for their next designs. This is even more apparent now that systems companies are successfully doing their own chips by leveraging the massive amounts of commercial IP available today. Proving once again that IP really … Read More


GLOBALFOUNDRIES Talks About Enabling Development of 5G ICs

GLOBALFOUNDRIES Talks About Enabling Development of 5G ICs
by Tom Simon on 02-12-2019 at 7:00 am

5G is in the news again. Sprint has mounted a legal challenge against ATT, claiming that ATT is misleading people into believing that they already are offering 5G. While ATT is about to start testing of 5G, they have also sent out updates that causes customer phones to display 5GE when they are still on 4G LTE systems. The truth is that… Read More


GLOBALFOUNDRIES Pivot Explained

GLOBALFOUNDRIES Pivot Explained
by Scotten Jones on 10-02-2018 at 7:00 am

GLOBALFOUNDRIES (GF) recently announced they were abandoning 7nm and focusing on “differentiated” foundry offerings in a move our own Dan Nenni described as a “pivot”, a description GF appears to have embraced. Last week GF held their annual Technology Conference and we got to hear more about the pivot from new CEO Tom Caulfield… Read More