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Intel is rumored to be buying capacity at Globalfoundries
If you've seen last weeks yearly results for Intel, you know it, they cannot fab processors and chips in general fast enough. Mainly due to the fact there are still massive shortages on the 14nm node of TSMC and Samsung.
The Homebase of AMD of Global Foundries which they sold a few years ago, and it looks like Intel now is doing a swan dance with the company in order to secure orders.
Intel has delivery issues with 14nm products, they want to fab more but there just isn't any capacity left. Intel employees have been spotted in visiting Korea, which fueled rumors that it was outsourcing capacities to Samsung . The Xe HP graphics card planned for 2022 could be manufactured at TMSC.
Intel might now also be interested in placing orders with global foundries to relieve its own fabs, Globalfoundries has its focus on 4/16 nm. According to the rumor, Celerons, Pentiums and maybe Core i3 should be produced at Globalfoundries.
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Yikes -- not good -- this is just in from several web sources and now Intel confirmed it. It seems that Intel is applying
JamesSneed
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#5755236 Posted on: 01/28/2020 11:55 PM
Personally I think it's smart and I think many of us could see this coming since Intel's fabs can't meet demand. Intel should use every fab out there to get as much product made.
If I were Intel I would keep any decent CPU IP completely in house. However using a third party for non-CPU products like chipsets, USB chips, network controllers, integrated circuits, and flash memory would all help make room for capacity.
Personally I think it's smart and I think many of us could see this coming since Intel's fabs can't meet demand. Intel should use every fab out there to get as much product made.
If I were Intel I would keep any decent CPU IP completely in house. However using a third party for non-CPU products like chipsets, USB chips, network controllers, integrated circuits, and flash memory would all help make room for capacity.
tunejunky
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Posts: 949
Joined: 2017-08-18
#5755469 Posted on: 01/29/2020 04:26 PM
AMD unloaded GloFlo to finance (Ryzen and Vega) development and restructuring AMD.
AMD never had the economies of scale Intel has and nanometer scale node development is big science with a big budget. TSMC had invested over twice their net value to develop 7nm and had the help of the Republic of China (Taipei), along with Apple, AMD, Qualcomm and a few others to fund the development.
Intel, in addition to a differing definition of "nanometer", has such good engineering that it lead the marketing folks (in charge atm and for the last 7 years +) to become fanboys in extreme, which has lead them to believe the hype, but not the numbers that the engineers deliver. unlike Star Trek, you cannot just order up a new phaser for season two, you have to do the work.
Intel does have all the resources it has ever needed, but more complacency than it deserves thanks to bad above-the-pay-grade decisions of the folks in charge.
the "10nm" product (i'm expecting a name that node revision lol) actually looks exciting.
but Intel is getting pegged with that "power pig", not-quite-up-to-date load that AMD has had to deal with (previously) in GPUS.
Having your own fab can be extremely expensive if you fail at getting a new, smaller node to produce results and if you can't keep the whole facility running at a decent level of capacity. The same as a hotel needing enough rooms occupied all the time to be profitable. Apparently GlobalFoundries was too afraid of trying to invest in 7nm to risk it. If they had failed, losing potentially bilions, it might have been the end for GF. Intel is so dirty rich that the partial failure with the 10nm node hasn't even really affected their bottom line. TSMC is also quite rich traditionally and went forward. Furthermore, everything worked perfectly for them.
AMD unloaded GloFlo to finance (Ryzen and Vega) development and restructuring AMD.
AMD never had the economies of scale Intel has and nanometer scale node development is big science with a big budget. TSMC had invested over twice their net value to develop 7nm and had the help of the Republic of China (Taipei), along with Apple, AMD, Qualcomm and a few others to fund the development.
Intel, in addition to a differing definition of "nanometer", has such good engineering that it lead the marketing folks (in charge atm and for the last 7 years +) to become fanboys in extreme, which has lead them to believe the hype, but not the numbers that the engineers deliver. unlike Star Trek, you cannot just order up a new phaser for season two, you have to do the work.
Intel does have all the resources it has ever needed, but more complacency than it deserves thanks to bad above-the-pay-grade decisions of the folks in charge.
the "10nm" product (i'm expecting a name that node revision lol) actually looks exciting.
but Intel is getting pegged with that "power pig", not-quite-up-to-date load that AMD has had to deal with (previously) in GPUS.
Kaarme
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Posts: 1878
Joined: 2013-03-10
#5755529 Posted on: 01/29/2020 06:32 PM
AMD unloaded GloFlo to finance (Ryzen and Vega) development and restructuring AMD.
AMD never had the economies of scale Intel has and nanometer scale node development is big science with a big budget.
AMD let go of GlobalFoundries in 2009. In 2009, 7nm was still a distant dream. 32nm (28nm) was the big thing happening back then. Thus, I wouldn't say it's of much relevance to talk about AMD in this context. Sure, GF needed AMD to keep going even after becoming independent, but they were still separate companies. They have the unholy contract that is now shackling AMD after GF refused to stay in the race, so it's nothing but regrets for AMD at this point.
AMD unloaded GloFlo to finance (Ryzen and Vega) development and restructuring AMD.
AMD never had the economies of scale Intel has and nanometer scale node development is big science with a big budget.
AMD let go of GlobalFoundries in 2009. In 2009, 7nm was still a distant dream. 32nm (28nm) was the big thing happening back then. Thus, I wouldn't say it's of much relevance to talk about AMD in this context. Sure, GF needed AMD to keep going even after becoming independent, but they were still separate companies. They have the unholy contract that is now shackling AMD after GF refused to stay in the race, so it's nothing but regrets for AMD at this point.
tunejunky
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Posts: 949
Joined: 2017-08-18
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Posts: 949
Joined: 2017-08-18
#5756216 Posted on: 01/31/2020 05:14 PM
7nm was a distant dream, but not uArch including infinity fabric and chiplets.
that is what the sale of GF brought specifically to AMD, and why they sold it.
AMD let go of GlobalFoundries in 2009. In 2009, 7nm was still a distant dream. 32nm (28nm) was the big thing happening back then. Thus, I wouldn't say it's of much relevance to talk about AMD in this context. Sure, GF needed AMD to keep going even after becoming independent, but they were still separate companies. They have the unholy contract that is now shackling AMD after GF refused to stay in the race, so it's nothing but regrets for AMD at this point.
7nm was a distant dream, but not uArch including infinity fabric and chiplets.
that is what the sale of GF brought specifically to AMD, and why they sold it.
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and hiring ex amd staff