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To: TexasGator

No they don’t.
They used to make processors for AMD but that hasn’t been the case for years.


18 posted on 07/15/2021 8:13:21 PM PDT by Zathras
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To: Zathras

“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.


32 posted on 07/16/2021 8:27:31 AM PDT by TexasGator (UF)
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To: Zathras

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.


33 posted on 07/16/2021 8:29:53 AM PDT by TexasGator (UF)
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To: Zathras

(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.


34 posted on 07/16/2021 8:32:16 AM PDT by TexasGator (UF)
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