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  • semi_equip_junkie semi_equip_junkie Jan 10, 2013 7:01 PM Flag

    10 Billion Global Foundries plant just announced...dagger for Intel

    I red the "blurb" and could not find a time line for the $10 billion fab either.

    GF is in trouble IMHO due to large exposure to AMD and if I recall correctly GF had lay offs in S'pore (ex Charter fab perhaps)....
    Nov 30, 2012 – GlobalFoundries' plans to layoff 300 workers in Singapore won't impact its operations in Malta, New York, a company spokesman told....
    GF too was hoping for Apple business but it looks TSMC has been selected and AMD cut back/paid GF money for taking less wafers.
    Samsung is OK because of captibe business - that leaves GF most vulnerable.
    And than there is talk about GF IPO and hoping to break even by 2015(?)
    Personally I think it's absolutely crazy that all (top notch) fabless US chip makers depend on this tiny island - one tsunami could cripple everything.
    So I think there is really a need for a financially and technical strong US foundry but try this to explain to an oxymoron like GS Covello who seems to be more or less brain dead.

    And I think Apple is crazy for not hedging by using Intel chips at least for some products.
    But Apple was dumb enough to give all chip business AP, NAND , LPDRAM and display to Samsung. So Apple is learning it the hard way.
    Apple and Samsung US (staffed with US engineers and techs) probably worked out very well -
    sometimes things like communication (in English) can become a problem.

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    • Intel does not control any future technology with any monopoly anymore............

      NAND flash domination SANDISK/TOSHIBA/SAMSUNG
      MRAM leader ship ..new players dominating EVERSPIN now leads
      DRAM a commodity ...not Intel either
      SSD Intel is a joke
      Screen technology..not Intel
      RF..just a lagard

      Now Processor business under threat.....................

      Sentiment: Strong Sell

      • 2 Replies to singhlion2001
      • The Processor business has always been under attack. Intel has levered their process lead to take advantage.

        DRAM: Samsung is begging Intel to use the advanced DRAMs Intel abandoned DRAM 30 years ago because it was a commodity. Right move.

        NAND: Intel sold NAND when it became unprofitable.

        SSD: You don't seem to understand the difference between a enterprice SSD design and pricing.

        SCREEn RF, ..... just tossing everything out.

        You have very little understanding about "future technology". Twenty years in the business and it is rather obvious why you are not still involved.

      • NAND flash domination SANDISK/TOSHIBA/SAMSUNG

        you're an imbecile and you start annoying me
        4/18/2012 12:51 PM EDT
        SAN JOSE, Calif.--"As long as the insatiable thirst for memory exists, we will always continue to beat Moore's Law," said Ramin Ghodsi, Micron Technology Inc.'s senior director of NAND development, at an award ceremony naming Intel Corp. and Micron's 20-nm NAND flash the Semiconductor of the Year.

 
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