Expanded w/ speculation/rumors/guh:
2018 to 1H2020: AMD/GF collaboration listed:
22FDX and 12LP+
22FDX => Replaces Stoney (RTO or NTO)
12LP+ => Replaces Raven2/Dali (RTO only (removal of doped fins))
2H2020-present: AMD/GF collaboration listed:
22FDX and 12FDX
22FDX => NTO replacing low-cost Chromebook (Under Mendocino+, possibly on AM4, but most likely to be CPU onboard/BGA)
12FDX => NTO replacing low-cost&low-tdp((low-tdp Renoir-X w/ small iGPU alternative)) 8c and less variants (Under Raphael+, likely to be on AM4, plus possibly being CPU onboard/BGA as well)
Given GF employee in-progress accomplishments:
22FDX product => Fab 1 (home) -> other GF fabs (second) // Capacity-limit will not be fixed till 2024 wafer starts begin.
12FDX product => Fab 8 (home) -> other GF fabs (second) // GF expanded work on 12FDX this year, so it is likely to launch sooner than later.
Lower cost of manufacturing(about $4000+ per wafer to less than ~$3000 per wafer) + shorter lead times(~6 -> ~3 months till wafer get) + higher performance(Frequency at given mm2) + lower power(Power at given mm2), etc.
~$4000(14nm) -> ~$3000(12FDX) :: trailing edge price
~$4000(14nm) -> ~$6000(6nm) -> ~$8000(4nm) :: trailing edge price
Of which AMD is likely to use the 10nm FEOL with 12nm BEOL high-perf variant: 64CPP+56Mx with high mobility straining.
Current news: Fab 8 has already begun sunsetting FinFETs for personal computing. PC on FinFET(complete reduction) is becoming RF on FinFET(2x capacity across the board).
PC on FinFET => PC on FDX (22FDX currently has more personal computing products in production)
AI on FinFET => AI on FDX (Same as above, AI on FinFET died)
RF on FinFET && RF on FDX are non-competitive (12RF(RF FinFET) and 22RF(RF FDX) are different markets:: Wi-Fi 6/6E/7 = RF FinFET and mmWave = RF FDX)
- CEA-Leti CEO => 12FDX && 10nm FDSOI;; May 2020
- GF CEO => 12FDX && 10nm FDSOI;; July 2021
- GF Employee => No 12LP improvement insert (Logic to RF focus) && 12FDX Product bring up, yield bring up, ramp up (FinFET to FDX focus);; February 2022
- US Incentive: ~$4B shared between 12RF and 12FDX
EU Incentive: ~$5B shared between 22FDX and 12FDX ;; 2022