GlobalFoundries has brought the Common Platform Alliance back from the dead!?!?!?! Good thing too as it is probably their most comprehensive weapon against TSMC and answers the single biggest question customers have at 28nm and that is; Will there be enough CAPACITY?
It has been an interesting month in the semiconductor business. Record revenues, profits, aggressive expansion plans, something we have not seen before and may not see again. Let’s start in Taiwan then move to Silicon Valley, Upstate New York, China, and Korea, with a look at: financials, capacity, and consolidation.
TSMC and… Read More