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.
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!!! – 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.
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 […]