Wafer Supply Agreement Discussion

[III-V]

No.

Seeing as you're now caught up to speed... the answer is yes, correct?

 

[Idontcare]

Isn't that the same kind of limitation that UMC and SMIC have to deal?

Nope, both have retained fully-independent internal R&D teams for node development, same as what Samsung did.

Very few companies joined the IBM fab alliance in a 100% committed and dependent fashion.

Many chose to join the fab club as a way of keeping tabs on what others were doing, no different than joining other industry consortium's such as Sematech, CEA-Leti, Imec, etc.

To my knowledge, GloFo is the only foundry in the world that is dependent on external R&D development for process node. Of course they have a skeleton crew of R&D folks positioned at Fish Kill but that is a very different situation than what we are talking about when discussing why Samsung has options which GloFo does not have.