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Fuck post the https://1investing.in/ story which has WSJ as the first link in it. “… the Wall Street Journal reported on Thursday, citing people familiar with the matter.” Given that GlobalFoundries licenses it’s fab tech (e.g. from Samsung), I don’t see how this is a shot at Intel’s fab guys.
- Intel’s new Chief Executive, Pat Gelsinger, in March said the company would launch a major push to become a chip manufacturer for others, a market dominated by Taiwan Semiconductor Manufacturing Co.
- Our discussions shed light on how technology is transforming many facets of our life, from business to society to culture.
- In March, Mountain View, California-based Intel announced a $20 billion investment plan to support the expansion of semiconductor facilities in the U.S. to help address the current chip shortage.
- The company was spun off from chip maker AMD in 2012 and is currently owned by Mubadala Investment Company.
- GlobalFoundries operates six chipmaking fabs, four 300mm and two 200mm, and its most cutting-edge process node is the 14/12nm process.
- Sometimes 3rd party hard IP isn’t available in both process, but for case of switching foundries this is as easy as it gets.
Intel’s expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD — which both outsource their GPU production to Samsung and TSMC. Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC’s orders for older chips , which still accounted for 59% of its revenue last year, as well as UMC’s entire business.
Intel shelves plan to take over GlobalFoundries’ abandoned chip plant in Chengdu, sources say
The problem with this metric is that in recent years Design Technology Co-Optimization has become an important practice in technology development and track heights have become another scaling nob. From figure 4 we can see that the actual cell size is Track Height x MMP x CPP. GlobalFoundries was first spun out into its own company following a deal between AMD and an investment firm linked to the crown prince of Abu Dhabi to buy the former’s manufacturing arm. AMD was struggling at the time, thanks to pressure from Intel no less, and its CEO had decided that a fabless approach would save it heaps of money in the long-run and deliver a sudden influx of much needed cash into the business right away. Fab 9, located in the village of Essex Junction, Vermont, United States, near Vermont’s largest city of Burlington, became part of GlobalFoundries operations with the acquisition of IBM Microelectronics.
TSMC’s Dresden fab talks reach advanced stage, says report … – eeNews Europe
TSMC’s Dresden fab talks reach advanced stage, says report ….
Posted: Fri, 17 Mar 2023 07:00:00 GMT [source]
Politically, GlobalFoundries presence in the US and Europe where Intel is lobbying for subsidies is a huge plus. On the upside, GlobalFoundries does offer Intel the foundry infrastructure it really needs. The Company’s global footprint is highly favorable to Intel in the context of current geopolitics.
Intel has announced a desire to compete head-on in the foundry business with TSMC and Samsung but industry experts have openly worried that the Intel “culture” made such an effort very difficult , if not impossible. Intel technologies may require enabled hardware, software or service activation. // Intel is committed to respecting human rights and avoiding complicity in human rights abuses.
All the threshold voltages for this technology are set by using different work function metals. Intel did not discuss EUV during this talk but did present a paper on EUV at the conference. Intel has 4 EUV tools that they are using for development and they have said they have an optical solution for their 7nm process but will use EUV if it is ready. The process is described in the paper as having 12 interconnect layers but has 13 if you include M0 and both top metals in the table. Since then, EDA tools have improved, foundries have found their footing, and scores of fabless startups that couldn’t afford their own fab entered the market. Seventeen years after Sanders slammed his competitors during a panel discussion, AMD spun off its fab operations to create GlobalFoundries.
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If an acquisition of GlobalFoundries is in the cards, we’re sure to learn more at this event. In 2019, Intel bought the AI chip startup Habana Labs for $2 billion and analysts say that if it were to go on a buying spree now, it would likely acquire other startups working on artificial intelligence. In particular, it would potentially be interested in firms that could boost its capabilities in training AI algorithms and helping them “learn.”
Acquiring GlobalFoundries is one potential way to achieve that goal. It’s clear from the WSJ story that the deal isn’t a sure thing, and GlobalFoundries outright denied that it was in talks with Intel. But it’s possible Intel’s negotiating with the investment firm that owns GlobalFoundries instead, as the WSJ points out. It’s also intriguing that the Journal doesn’t have a “no comment” from Intel itself — that’s sometimes a canary to indicate a company did comment, just off the record or on deep background. The proposed deal would dwarf Intel’s $16.7 billion Altera acquisition, which was its largest thus far. Intel recently sold off its NAND and SSD business to SK hynix for $9 billion as it looks to focus on its core competency of manufacturing high-margin logic devices.
Intel Acquiring GlobalFoundries?
But from a business perspective, what would have seemed unthinkable a year or two ago is suddenly within the realm of possibility. And from the U.S. government’s perspective, the company that benefited handsomely from the 1956 consent decree with IBM now may be in a very good position to repay the favor. Dig deeper into semiconductor history and you encounter more irony. Intel ‘s emergence as a microprocessor giant stems in part from the U.S. Department of Justice’s efforts to prosecute IBM in the mid-1950s, culminating in a 1956 monopoly-busting consent decree.
DataRobot, which Intel Capital backs, builds software that finds the best AI model to perform predictive analytics on a company’s data. It has raised a total of $1.25 billion and is valued at $6.55 billion, according to PitchBook. I have no business relationship with any company whose stock is mentioned in this article. The key here is that much time has been wasted by successive Intel managements and there is likely no viable path to an Intel foundry without outside help in the form of an acquisition or a joint venture. The cost of doing the deal to shareholders maybe $20B premium but the cost of not doing anything is likely much worse. GlobalFoundries, effectively, could be the only choice for Intel to dance with.
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On August 15, 2019, capacity dictionary definition announced a multi-year supply agreement with Toppan Photomasks. The agreement included Toppan acquiring GlobalFoundries’ Burlington photomask facility. Seems like it is more about gaining a contract manufacturing biz than some fabs. Assuming Intel ever gets its own 10nm processes going, they could then sell them like tsmc does. I think the 10nm processes require such large volumes to be profitable that Intel chips cannot support alone and they are going to need 3rd party parts running thru their fabs.
At the time of the announcement, GlobalFoundries CEO Thomas Caufield said the full effect of this increase in production would be seen in two to three years. GlobalFoundries, which is looking at a potential listing later in the year, has two chip factories in Singapore, two 300 millimeter fabs in Germany, and one 200 millimeter fab and two 300 millimeter fabs in the US. The company, like a handful of other large players, appears to be taking matters on its own too. There are talks that Intel is exploring a deal to acquire chip manufacturer GlobalFoundries Inc. for US$30 billion. Reuters reported Wednesday afternoon that GlobalFoundries sent IPO paperwork to the Securities and Exchange Commission, with plans to seek a valuation of about $25 billion, according to unnamed sources.
The fab manufactures technologies down to the 90 nm node and is the largest private employer within the state of Vermont. The site also hosted a captive mask shop, with development efforts down to the 7 nanometer node, until it was sold to Toppan in 2019. Fab 10, located in East Fishkill, New York, United States, was previously known as IBM Building 323. It became part of GlobalFoundries operations with the acquisition of IBM Microelectronics.
In 2018, the company installed two extreme ultraviolet lithography machines in a drive to produce 7-nanometer chips, then the industry’s most advanced. However, company executives calculated that they would never be profitable if they continued chasing Moore’s Law and abandoned the project. The Wall Street Journal has caught wind of a potential deal for Intel to buy Globalfoundries for $30 billion, and one that Globalfoundries itself might not even be aware of. Intel’s interest in boosting its chip production is so central to its plans that another report in July said the company could spend an additional $20 billion to alsobuild two chip fabs in Europeif it can get government subsidies. The July 14 storyby Data Centre Dynamicssaid the company is eyeing countries including Germany, the Netherlands, France and Belgium, with the possibility of spending some $100 billion on chip plants in Europe over the next several decades.
GlobalFoundries, Georgia Tech partner on workforce development – FierceElectronics
GlobalFoundries, Georgia Tech partner on workforce development.
Posted: Fri, 31 Mar 2023 19:07:08 GMT [source]
This results in a shorter interconnect length and smaller module area. Our discussions shed light on how technology is transforming many facets of our life, from business to society to culture. AIM discovers new ideas and breakthroughs that create new relationships, new industries, and new ways of thinking.
In September 2016, GlobalFoundries announced it would make a multibillion-dollar investment to refit Fab 8 to produce 7 nm FinFET parts starting in the second half of 2018. The process was planned to initially use deep ultraviolet lithography, and eventually transition to extreme ultraviolet lithography. The moves are meant to help resolve ongoing U.S. semiconductor supply chain shortages.
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