New Product w/ 2 year HVM does not make sense for 14LPP/12LP/12LP+ since 45SOI at GF is already swamping Fab8 w/ higher profits.
6FF Mendocino ~Q2-Q3 2022 or later => 12FF Monet ~Q2-Q3 2023 doesn't make sense.
AMD given the WSA is receiving in-depth information from GlobalFoundries. Pushing a HVM product on a node with a known supply shrink doesn't make sense.
Given Chengdu Fab11.1(180nm/130nm) and 11.2(22FDX) is being replaced by Singapore Fab7.H. Plus, low $Billions for Dresden Fab1.3 and Malta Fab8.2 would make the more viable option to be a 22FDX-HVM product line.
There is a higher demand for low-cost/low-power/low CPU core count:
Banana Pi R1/R2/R2 Pro versus PC Engines APU2/APU3/APU4
AMD since 2018 is no longer rushing nodes at GlobalFoundries. The reason for the removal of low-cost investment from 2015 is primarily based on unfeasible options of low-cost being on 14LP/7LP/5LP/3LP, etc. However, this is no longer really the case since GlobalFoundries pivoted to Pervasive/Low-cost differentiated markets instead of bleeding edge/scaling leadership.
AMD's strategy at GlobalFoundries must reflect GlobalFoundries' strategy as a whole. It in turn also must reflect the dual roadmap introduction in 2016.
Performance at Any Cost = FinFET track
Cost-effective Performance = FDSOI track
With the subsequent pivot in 2018 favoring FDSOI nodes going forward.
N-2 = 28BLK -> 22FDX
N-1 = 14/12 -> 12FDX
As shown below:
View attachment 54882
"The pervasive semiconductor market is driving breakthrough innovation across broad applications such as longer battery life for mobile devices, always-on access to connected devices, high data throughput for work from home, streaming, gaming and AR/VR, powerful sensing for safe and comfortable autonomous driving and embedded memory for secure cryptographic credentials. Unlike processor-centric compute devices, pervasive semiconductor performance is driven more by circuit design, specialty materials and specialized manufacturing processes.
Innovation in pervasive ICs is measured in terms of precision, accuracy, bandwidth, efficiency and sensitivity. When combined with greater breadth and diversity of customers and end markets, these factors tend to result in more stable demand and pricing for pervasive semiconductors than processor-centric compute semiconductors. Additionally, capital expenditure requirements are generally significantly lower for manufacturers of pervasive semiconductors."
View attachment 54883
New products by AMD at GlobalFoundries obviously will reflect the change.