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Globalfoundries asks EU to investigate TSMC

R

raghu78

Diamond Member
http://www.reuters.com/article/us-e...tigate-bigger-rival-tsmc-source-idUSKCN1BW25D

https://www.nytimes.com/reuters/201...tsmc-globalfoundries-antitrust-exclusive.html

GlobalFoundries has told the European Commission that TSMC is unfairly using loyalty rebates, exclusivity clauses and bundled rebates and even penalties to discourage customers from switching to rivals, the source said.

The practices, which go back several years, have affected GlobalFoundries’ ability to compete, the source said, adding that the tactics escalated after a key GlobalFoundries product started to win new customers.

TSMC denied the allegations.

This is interesting times in the foundry landscape as TSMC faces renewed competition from Globalfoundries and Samsung. I am curious what is the key GF product mentioned here . 7LP or 22FDX. I think the next few years are going to be very exciting to watch in the foundry industry.
 
NTMBK said:
But 22FDX has not been available for "several years", so it can't be that.
Click to expand...
The practices, which go back several years, have affected GlobalFoundries’ ability to compete, the source said, adding that the tactics escalated after a key GlobalFoundries product started to win new customers.

Even though it was claimed to be happening for a few years, I interpret the statement to read that a new product's introduction was when GloFlo basically said "that's enough". So we're talking about a recent intro that caused the response.
 
Abwx said:
First they lost AMD, aka RTG, GPUs and second are AMD s custom chips for the XBox 2 and the next PS...
Click to expand...

Consoles have more to do with quantity. I bet GF doesn't have enough fabs to create all the PS4 and xbox socs. Especially not now since they are all filled up with producing Ryzen dies.
 
Several Years!?

Come On, GF! You only just gotten around making better node and filling capacity, it is on going good. Now you are playing this card?

I mean, were GF seriously competing in the past, no, since its inception? Fabs Capacity, Yield, Roadmap Delays, performance, density.
 
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