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Some of these foundries explicitly do not compete on cutting edge node-sizes. Global Foundries, for instance, have said they will focus on specialty circuitry,
by krastanov 6y ago
Some of these foundries explicitly do not compete on cutting edge node-sizes. Global Foundries, for instance, have said they will focus on specialty circuitry, but will not try to compete on things like <10nm node sizes. I think it is fair to say they are not really competitors as their business is sufficiently different.
- jorvi 6y agoDidn't GlobalFoundries state they would skip 7/5nm and directly jump to whatever node would be below that?
- greggyb 6y agoWhether they compete on cutting edge nodes is irrelevant to whether they compete. My comment was explicitly in response to the idea of a TSMC foundry monopoly. It's certainly valuable to understand the specific nature of their competition, but such conversation tautologically defines TSMC as not-monopoly. Ninja-edit: And even if you want to restrict the definition of competition in chip manufacturing to only those foundries with cutting edge nodes, then Samsung's existence is sufficient argument against the claim of monopoly on that front.