Grabage Culteries doomed to fail.
4 replies (most recent on top)
I think the guy or gal behind 'The same subjective posts..' is a ben chod in India, wakes up and keep posting that nasty message. Get a life dot head
I think this was the only decision GF could make, it was bleeding $1B loss per year after the IBM acquisition. GF didn't have the scale/size to make 7nm and below work. Now one could argue maybe they should have been more creative and collaborated with another company to make the numbers work. However, they are playing in a limited portfolio space where the SAM is not expanding like TC told everyone it would, and more customers are making the jump to 10nm and below than TC expected. Basically, TC's bad decision will haunt the company and cause the ship to sink over time. Even if GF wanted to know collaborate with a UMC or other foundry on going together into 7nm EUV world, they don't have the device/process integration engineers left who could make this happen, they all left Malta and went to places where their talents were needed not tech transferring 45RFSOI like techs into a fab. This decision to stop at 12nm made short term financials increase and TC, DR and many other execs got very rich, however, this was at the expense of the long-term future of the company. TC will go down as being the CEO who IPO'd GF but also at the end bankrupted it!!
It was SUCH A BAD BUSINESS DECISION
GlobalFoundries made a pivotal mistake in 2018 by shifting its focus from cutting-edge semiconductor manufacturing to essential chips produced with older technology (12nm and above). This move, intended to save costs, led to reduced R&D and capital expenditures but also limited its growth potential, especially as demand for advanced chips surged. The decision forced key clients, like AMD, to move to competitors like Taiwan Semiconductor (TSMC). Now, GlobalFoundries struggles with saturated markets and declining revenues, missing out on the fast-growing, high-tech chip sector.