How long can Global Foundries keep it up?
GF’s results disappointed, and opens the door to questions about its long term future.
Tag Archives: Global Foundries
Battle of the Business Models
Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.
A Rose by Any Other Name
Global Foundries makes mixed-signal chips on trailing edge processes for use in industrial, automotive and wireless networks. So does TI. Maybe we should start to think of GF as an analog semis company.
Leading is not Everything
Everyone tends to forget that most of the world’s semiconductor capacity runs on old nodes. The trailing edge has a lot to offer and is in many ways just as important to the supply chain as the leading edge.
Stealth Semis
Semis are changing, so it makes sense that some foundries are going to adopt new customer acquisition models. So just like we saw “Stealth IT” encourage cloud adoption, maybe we are going to see “Stealth Semis”.
Global Foundries IPO!!!
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]