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Hmm that doesn't seem great for AMD, but I don't really know - anyone else?

• janoc 8y ago
  AMD has already announced they are moving all their CPUs and GPUs to TSMC. The big loser in that case will be Global Foundries.
  • lettergram 8y ago
    I recognize that, but I'm assuming there was an assumption 7nm was coming up soon. As that is no longer the case, would they change their plans?
    • wmf 8y ago
      It's possible that AMD abandoned GloFo first (they've been coyly saying "a variety of fabs" for months) and then without a lead customer GloFo decided to cancel 7 nm.
• philjohn 8y ago
  It's actually great news for AMD. Due to the terms of the spinoff of GloFo, AMD had minimum order volumes they HAD to send their way, and that caused issues when they were ramping up Ryzen, causing GloFo to have to license the Samsung process so they could keep their end of the bargain up. This frees AMD to go exclusively with TSMC, or split their fab needs between Samsung and TSMC.
  • dogma1138 8y ago
    No it doesn’t the WAS still stands which is OK as AMD likely will have enough 14nm parts to go until 2020.
    • philjohn 8y ago
      GloFo have said (as part of this move) they'll be renegotiating the WAS.
• Fnoord 8y ago
  AMD spun off GloFo and isn't tied to them. It is bad news for us all because less competition equals higher prices. The less competition will be shown in all products related to 7 nm.