News TSMC and GlobalFoundries Dismiss All Patent Lawsuits, Announce 10-Year Cross-License - Tom's

[dark zero]

Seems that TSMC and GloFo can start to dance to get fused. More issues to Intel

 

[Ajay]

Maybe. It's more like . . . Glofo can improve some of their own processes, or toss out ones that are maybe not doing so well and replace them with adapted TSMC nodes.
@Abwx

I'm wondering if AMD will be able to use GF as a second source for some products. 7nm I/O dice perhaps? GF may be able to fix their "broken"/delayed 7nm node faster now.

I think AMD would go for Samsung as a second source well before GF. It will take too much cash (or loans) to bring GF up to speed on a more advanced node and more large customers to be able to front the money needed.

 

[Asterox]

I think AMD would go for Samsung as a second source well before GF. It will take too much cash (or loans) to bring GF up to speed on a more advanced node and more large customers to be able to front the money needed.

Yes, for several reasons it is very logical or expexted.

AMD lands deal with Samsung, will bring AMD's RDNA graphics to smartphones

AMD and Samsung on Monday announced a multi-year strategic partnership in which Samsung will license AMD graphics IP for use in mobile applications including smartphones.

www.techspot.com

 

[Ajay]

Yes, for several reasons it is very logical or expexted.

AMD lands deal with Samsung, will bring AMD's RDNA graphics to smartphones

AMD and Samsung on Monday announced a multi-year strategic partnership in which Samsung will license AMD graphics IP for use in mobile applications including smartphones.

www.techspot.com

Well, that is a Licensing deal. It implies good relations between the companies, but nothing more, IMHO.

 

[Kenmitch]

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Too bad they canned 7nm. I guess maybe they can at least make some decent offerings if everything pans out in the end.

 

[NostaSeronx]

Too bad they canned 7nm. I guess maybe they can at least make some decent offerings if everything pans out in the end.

There is no expansion plan for any of the FinFETs nodes. RFSOI/FDSOI is the only stuff ramping.

In fact, 14LPP/12LP/12LP+ will be de-ramping to let 45LP-RF(45nm eSiGe/thick box FDSOI for Photonics/Radio-frequency/Power&Analog) and 22FDX/12FDX through.

 

[DrMrLordX]

That's . . . unexpected. I didn't know SiFive was doing any kind of memory design/development. Wonder what will be the cost/GB on that HBM2E.

 

[NostaSeronx]

Wonder what will be the cost/GB on that HBM2E.

HBM2E costs about the same as DDR4-3DS. HBM2 started using DRAM cells from DDR4 awhile ago. HBM3 will up that to DDR5.

Comparatively, HBM2 is cheaper than DDR4 per-GB. It also consumes less power and takes less space overall.