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0 pointsjustinclift2y ago0 comments

But Global Foundries doesn't have the ability to do newer/smaller node sizes, so they can't "level up" at a future time. That is, unless Global Foundries makes some massive investments. Which they've not demonstrated any willingness to do, nor competence at doing.

This deal with TSMC at least seems like it provides a way forward with people that know how to execute. One that the Global Foundries option can't credibly provide.

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crote2y ago

Nothing is stopping GloFo from licensing 7nm and beyond from Samsung, like they did for 14nm. Except indeed those massive investments.

But TSMC isn't willing to make those investments in Europe either. It's their goose that lays golden eggs, and keeping it all in Taiwan makes a lot more sense from a geopolitical perspective. The only reason they are now building this fab in Germany is because it is ancient technology to them and they are basically getting a free fab out of it.

j / k navigate · click thread line to collapse

0 pointsjustinclift2y ago0 comments

This deal with TSMC at least seems like it provides a way forward with people that know how to execute. One that the Global Foundries option can't credibly provide.

0 comments

crote2y ago

Nothing is stopping GloFo from licensing 7nm and beyond from Samsung, like they did for 14nm. Except indeed those massive investments.

j / k navigate · click thread line to collapse