TSMC is all-in on R&D and latest fabs, but GloFo is not. GF gave up on 7nm: https://www.eetimes.com/document.asp?doc_id=1333637 https://www.eetimes.com/docume

TSMC is all-in on R&D and latest fabs, but GloFo is not. GF gave up on 7nm: https://www.eetimes.com/document.asp?doc_id=1333637 https://www.eetimes.com/document.asp?doc_id=1333637 AMD's recent success partially has to do with renegotiating its contracts with GloFo, allowing AMD to use TSMC more: https://wccftech.com/amd-is-negotiating-a-7th-amendment-to-the-wsa-wafer-supply-agreement/ https://wccftech.com/amd-is-negotiating-a-7th-amendment-to-t...