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Intel Corporation Message Board

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  • semi_equip_junkie semi_equip_junkie Nov 21, 2012 8:36 PM Flag

    GloFo and the end of easy money

    The announcement of a goal for Globalfoundries to be profitable by 2015 and a potential IPO suggests Globalfoundries' parent - the sovereign wealth investment vehicle Advanced Technology Investment Co. – wants to stop handing out cash and indeed is looking to reduce and, possibly, to eventually eliminate its stake in the chip maker.

    I would not call this stellar would you ?

    Anyway I was always wondering about GF financial performance - high exposure to AMD....
    no easy switching from one foundry to another....nowadays both parties are "locked in" for almost good and
    Welcome to the brave new world of 20nm -
    double/triple patterning is extremely complex and expensive process - not just litho -
    it requires etch as well as deposition equipment:
    quote from ASML referring to TSMC fab for Apple:
    they might suggest that there could be a fab work or about 40,000, 45,000 wafer starts to put in, which in the mid 2013 and mid 2014, and 45,000 wafer start fab at 20 nanometer is about €1 billion
    (US 1.3 billion) in little (litho) investment. Again versus the 600 or so for the 28-nanometer investment, it’s quite substantial.

    I recall Intel (and actually AMD) using "older" (depreciated) equipment for NOR flash - maybe they can work this in similar way for SoC.
    TSMC 's overall margins are taking 5% hit due to Apple (according to blurb I posted) - keep in mind the leading edge is only 10 to 20% of overall business ....

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