GlobalFoundries GTC 2017 was full of major announcements and major customers getting front and center about their latest products as well as future aspirations with GlobalFoundries. Even when IBM paid GlobalFoundries to take their fabs and some technology, it looked like GlobalFoundries was just taking on yet another risky bet. The situation has changedThe situation improved with AMD and I’ll admit, I was wrong on part of the IBM fab and technology acquisition. GlobalFoundries delivered for Advanced Micro Devices on Ryzen desktop and it appears on Epyc, although I’m sure Epyc would appreciate some more frequency. 22FDX is very differentiated, China appears committed, and it appears TSMC and others are chasing the company on this one.

Source: Forbes September 28, 2017 17:37 UTC