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Honestly, they're probably stuck with Samsung for the mid term (5 years). You simply can't get any TSMC capacity on their top nodes when Apple and AMD get first
by smitty1110 5y ago
Honestly, they're probably stuck with Samsung for the mid term (5 years). You simply can't get any TSMC capacity on their top nodes when Apple and AMD get first and second bid on everything. Maybe GloFo will figure out their issues, and maybe Intel will sell their latest nodes, but until then companies are stuck with their current partners.
- mardifoufs 5y agoDidn't gloflo officially announce they will stick to >14nm a few years ago? Have they started developing a new node? IIRC they just didn't have the capital to keep churning out a few dozens of billions on r&d/equipment every few years, so they shifted their focus on maximizing yield on older nodes
- Iwan-Zotow 5y agoGloFo is out of the race.