What are you talking about? Spinning off global foundry is the best decision AMD has ever made. Don't you see how Intel has been struggling for the past 10 years? They still falling behind right now and have to count on TSMC for leading edge manufacturing. If it's anything, AMD should have spun off its foundry arm even sooner!
You're ignoring what would've happened to AMD, if they'd continued to operate with their own fabs. It wouldn't have helped their financial situation, which was probably already on the brink of bankruptcy, in 2015 or so.
Plus, you're conveniently glossing over how one of Zen 2's big advancements was switching from Glo Fo's 12 nm node to TSMC's 7 nm. Maybe Glo Fo wouldn't have cancelled their 7 nm under AMD's ownership, but it also could've played out like what happened with Intel's 10 nm node. Or, at the least, maybe it simply wouldn't have been competitive with TSMC's.
So says Global Foundry guy? Who just barely went public and has been losing a ton of money. Last time I heard they were losing something like 800 million a year. What does he know?
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HyperText - Friday, December 17, 2021 - link
Great! Let's keep buying ASML shares!StevoLincolnite - Saturday, December 18, 2021 - link
Honestly... This is where Hindsight is annoying...But it feels like AMD missed a big opportunity by selling off it's fabs considering how big this pie is exploding.
DanD85 - Sunday, December 19, 2021 - link
What are you talking about? Spinning off global foundry is the best decision AMD has ever made. Don't you see how Intel has been struggling for the past 10 years? They still falling behind right now and have to count on TSMC for leading edge manufacturing. If it's anything, AMD should have spun off its foundry arm even sooner!meacupla - Monday, December 20, 2021 - link
Not only that, Gloflo is being sued by IBM for $2.5 billion, for gloflo's failure to deliver 10nm and 7nm fabricators.mode_13h - Monday, December 20, 2021 - link
You're ignoring what would've happened to AMD, if they'd continued to operate with their own fabs. It wouldn't have helped their financial situation, which was probably already on the brink of bankruptcy, in 2015 or so.Plus, you're conveniently glossing over how one of Zen 2's big advancements was switching from Glo Fo's 12 nm node to TSMC's 7 nm. Maybe Glo Fo wouldn't have cancelled their 7 nm under AMD's ownership, but it also could've played out like what happened with Intel's 10 nm node. Or, at the least, maybe it simply wouldn't have been competitive with TSMC's.
Oxford Guy - Wednesday, December 22, 2021 - link
Apple has clearly suffered greatly due to not owning a fab.sweetgoals - Tuesday, January 4, 2022 - link
So says Global Foundry guy? Who just barely went public and has been losing a ton of money. Last time I heard they were losing something like 800 million a year. What does he know?