Posted on 07/15/2021 6:49:52 PM PDT by blam
This is a game changer.
What is being done now is too little too late.
Starting from around the dot com bubble, advanced chip fabs in the US one by one started shuttering their fabs and sending their chip manufacturing to Taiwan. Due to big tax breaks by the governments in Asia to promote chip manufacturing in their countries, and also dumbass free trade deals signed by US politicians, it became lucrative for US chip manufacturers to shut down facilities here in the US and outsource manufacturing to Taiwan. The consequences of the general cluelessness and lack of strategic foresight from the US are now becoming apparent as the US has lost it’s lead in advanced chip manufacturing. Now in a time when more and more things become dependent on chips and as we enter the era of 5G, Artificial Intelligence, etc more than half of world chip production and 100% of the most advanced technology node chip production is now dependent on a country right in the backyard of the CCP’s military.
Well played by China. While Dubya was blowing trillions of taxpayer money in Iraq and Obama was doing his hopey changey fluff, the CCP was planning and thinking decades in advance.
this is a big deal
AMD buys xilinx for $35 billion last fall. It was finally approved by the US and the EU this year. They will merge later this year. AMD has better chips the Intel.
I really hope Intel can come back, and win vs. TSMC.
I hereby nominate this for consideration of "Post of the Year".
They purchase to consume.
AZ is a base plant.
Real action is Oregon.
Fluck Intel . AMD Ryzen go ! I recently bought a Lenovo all in one PC . So far the best PC I’ve even owned . Others : Fujitsu , Dell , and HP , had major problems within the first couple of months .
China owns the mines. I wonder how many p Hunter Biden paintings end up in China.
Ok thanks for the info.
“No they don’t.”
Yes, they do.
May 13, 2021
AMD plans to purchase $1.6 billion worth of wafers from GlobalFoundries in the 2022 to 2024 timeframe, the chipmaker revealed today (May 13) in an SEC filing.
In the face of global semiconductor shortages and record-high demand, AMD is renegotiating its Wafer Supply Agreement to secure additional capacity. The partners’ previous agreement required both parties to agree to any changes to annual wafer purchase targets and wafer pricing beyond 2021.
The “Amended and Restated Seventh Amendment to the Wafer Supply Agreement” applies to purchases at the 12 nm and 14 nm technology nodes for the period beginning May 12, 2021 and continuing through December 31, 2024.
The net result is that as of this moment, AMD has slated all of their currently-announced leading-edge 7nm CPUs and GPUs to use TSMC’s 7nm process, and AMD is further free to tap Samsung as well if they desire. Past that, the latest WSA update will see AMD continue to rely heavily on GlobalFoundries for any larger nodes, as the firm will remain AMD’s long-term strategic supplier for 12nm and above. The new agreement sets purchase commitments by AMD and prices by GlobalFoundries through 2021.
(2019)
Meanwhile, it’s worth noting that while the latest WSA amendment lays out detailed volume and pricing plans through 2021, AMD’s overall agreement with GlobalFoundries still runs through 2024. So in the next couple of years, AMD and GlobalFoundries will still need to decide how the fab will supply AMD over the final years of the agreement.
“The reason they dropped the program is no one was interested in a process 30% slower and 30% more expensive than their 14nm process.”
You, the only one saying AMD does not purchase from GF, are the only one saying that.
AMD split with GF and went with TSMC, which is ten times the size of GF.
Intel’s Interest in GlobalFoundries Could Affect These 4 Chipmakers
The chipmaker could be gearing up for its biggest takeover ever.
Leo Sun
Jul 21, 2021 at 12:00PM
https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/
Intel Says First 10nm Desktop CPUs Land in Second Half of 2021
By Paul Alcorn July 23, 2020
https://www.tomshardware.com/news/intel-says-first-10nm-desktop-cpus-land-in-second-half-of-2021
Intel’s first 10nm desktop CPUs are still a year away…oh and 7nm is delayed (again)
By Paul Lilly July 24, 2020
https://www.pcgamer.com/intels-first-10nm-desktop-cpus-are-still-a-year-awayoh-and-7nm-is-delayed-again/
10nm? 7nm? Who cares? Intel may be trying to ditch chip technology definitions
What won’t change is how well chips perform in games and other applications, and how much power they consume.
By Mark Hachman
Senior Editor, PCWorld | MAR 30, 2021 10:39 AM PDT
https://www.pcworld.com/article/3613590/why-intel-may-move-away-from-defining-its-chips-as-10nm-14nm-and-more.html
Intel 10nm Tiger Lake CPUs Arrive on 11th Gen Desktop Platforms, B-Series Chips With Willow Cove Cores & 65W TDPs
By Hassan Mujtaba
May 29, 2021 00:10 EDT
https://wccftech.com/intel-10nm-tiger-lake-cpus-arrive-desktop-pc-platform-b-series-chips-willow-cove-cores-65w-tdp/
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