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Tangential to this discussion, what was AMD's original reasoning for getting rid of its own fabs and spinning them out into Global Foundries? It seems these day
by hangonhn 6y ago
Tangential to this discussion, what was AMD's original reasoning for getting rid of its own fabs and spinning them out into Global Foundries? It seems these days that fabs are so strategic. Did they realize they can't compete in that space? Thanks!
- Klinky 6y agoMaintaining fabs is expensive. AMD got to push debt onto Globalfoundries with the deal, and Globalfoundries could focus on other opportunities, not just AMD. Globalfoundries has since fallen behind in process node, with TSMC and Intel leading the way. Given the struggles Intel has had, it is hard to say that AMD would have been in a better position to get to 10nm or 7nm had they kept their fab facilities.
- m4rtink 6y agoIIRC sharing the fab capacity with other companies - with NVIDIA, Apple, Samsung and many others there is a lot more money in the pot. Compare with Intel strugling on their latest fab process, which they traditionally did not share with anyone else.