GTA 2023 [[30] I asked GlobalFoundries' CEO about those EUV machines and 7nm]

[YouTube Video]
Speaking with Tom Caulfield, CEO of GlobalFoundries
about how the company is navigating the industry in
new Al world, what it's doing with Al, and where those
EUV machines went that they used to have.

[00:00] GTS 2023
[00:34] How's Business?
[01:25] What are 'essential chips"?
[02:30] What portion of the market is essential chips?
[03:45] What are GF's expansion plans?
[06:37] How does the Chips Act affect build out?
[07:50] What is GlobalFoundries' R&D?
(09:44] Any R&D that makes you feel warm and fuzzy?
[1 0:49] Are we currently meeting demand with supply?
[13:00] What part does GF play in Machine Learning?
[1 5:26] What should people know about GF?
[1 6:40] What happened to those EUV machines?
[17:11] Where is 12FDX?
[17:40] Why was the recent announcement in
Malaysia, not Singapore?
[18:30] Can we scale analog?
[1 9:02] Photonics down to 22nm or 12nm?
[1 9:24] When will GF be the number foundry?
[19:50] Anything going on with Intel?

https://youtu.be/vUQ6Wizhbpo?si=AjPV3xcvombvjHru

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3 replies (most recent on top)

@1gah GF has many foundry business processes, software tools and HV/RF/Analog technologies Intel doesn't have in their portfolio. Yes, much of the good talent GF used to have is now gone, there are still a few excellent engineers left who put up with the incompetent leadership. I think this could be a win/win for GF and Intel, however, the investment company is too greedy and will never sell.

Why would INTEL buy GF after they've already hired away all the key technology scientists and TSMC, Samsung, CNSE took the rest

12FDX is still on the roadmap, what a joke!! The 12FDX ball has been kicked down the street year after year with no real plans in sight. TC doesn't list anything new coming for GF's roadmap. Basically, he is betting on the current portfolio to grow the company. Having Intel buy GF would be the best thing for the employees, this would get employees back in the scaling game and also have roadmaps where real development and differentiation will occur.

Thread regarding GlobalFoundries layoffs

GTA 2023 [[30] I asked GlobalFoundries' CEO about those EUV machines and 7nm]

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