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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


UMC and GF or Samsung and GF?

UMC and GF or Samsung and GF?
by Daniel Nenni on 09-17-2018 at 7:00 am

One of the interesting rumors in Taiwan last week was the possibility that UMC and GF will do a deal to merge or UMC will buy some GF fabs. I have talked to quite a few industry experts about it and will talk to more this week at the GSA US Executive Forum (more at the end). The US Executive Forum is what they call a C Level event which means it… Read More


GLOBALFOUNDRIES Pivoting away from Bleeding Edge Technologies

GLOBALFOUNDRIES Pivoting away from Bleeding Edge Technologies
by Daniel Nenni on 08-27-2018 at 3:00 pm

It’s no secret that I have been a big fan of GLOBALFOUNDRIES since they came about in March of 2009. We even included them in our first book “Fabless: The Transformation of the Semiconductor Industry” right next to TSMC. I am also a big fan of pivoting which is the term we use here in Silicon Valley to describe some of the most innovative… Read More


GloFo dropping out of 7NM race?

GloFo dropping out of 7NM race?
by Robert Maire on 08-27-2018 at 12:00 pm

Could this be more bad news for semicap spend? Negative for US chip independence & AMD costs ? Rumors of Global Foundries dropping out of the 7NM race have been increasing rapidly. What could be a fatal blow to the GloFo 7NM program was AMD deciding to go with TSMC for 7NM first for one product and finally for its next generation CPUs.… Read More


TSMC GlobalFoundries and Samsung Updates from 55DAC

TSMC GlobalFoundries and Samsung Updates from 55DAC
by Daniel Nenni on 08-20-2018 at 7:00 am

One of my favorite traditions at the Design Automation Conference is the Synopsys foundry events (the videos are now available). I learned a long time ago that the foundries are the foundation of the fabless semiconductor ecosystem and your relationships with the foundries can make or break you, absolutely. I also appreciate … Read More


FDSOI Status and Roadmap

FDSOI Status and Roadmap
by Scotten Jones on 07-23-2018 at 7:00 am

FDSOI is gaining traction in the market place. At their foundry forum in May, Samsung announced they have 17 FDSOI products in high volume manufacturing (you can read Tom Dilliger’s write up of the Samsung Foundry Forum here). At SEMICON West in July, GLOBALFOUNDRIES (GF) announced FDSOI design wins worth $2 billion dollars in … Read More


SEMICON West Intel 10nm and GF 7nm Update

SEMICON West Intel 10nm and GF 7nm Update
by Daniel Nenni on 07-18-2018 at 7:00 am

SEMICON West seemed a little slow last week but maybe it was just me. I’m sure SEMI will come out with record breaking numbers but I did not see it in the exhibit hall (see the video). What I did see was hundreds of exhibitors but I had no idea what they did. San Francisco again was very congested and smelly. I talked to a friend who is in public… Read More


7nm, 5nm and 3nm Logic, current and projected processes

7nm, 5nm and 3nm Logic, current and projected processes
by Scotten Jones on 06-25-2018 at 7:00 am

There has been a lot of new information available about the leading-edge logic processes lately. Papers from IEDM in December 2017, VLSIT this month, the TSMC and Samsung Foundry forums, etc. have all filled in a lot of information. In this article I will summarize what is currently known.… Read More


Imec Technology Forum: Gary Patton of GLOBALFOUNDRIES

Imec Technology Forum: Gary Patton of GLOBALFOUNDRIES
by Scotten Jones on 05-31-2018 at 12:00 pm

The imec technology forum was held in Belgium last week. At the forum I had a chance to sit down with Gary Patton the CTO of GLOBALFOUNDRIES (GF) for an interview and he also presented “Enabling Connected Intelligence – Technology innovation: Enablers for an intelligent future” at the forum. In this article … Read More