Author:
Subject: Editorial
Manufacturer: GLOBALFOUNDRIES

Taking a Fresh Look at GLOBALFOUNDRIES

It has been a while since we last talked about GLOBALFOUNDRIES, and it is high time to do so.  So why the long wait between updates?  Well, I think the long and short of it is a lack of execution from their stated roadmaps from around 2009 on.  When GF first came on the scene they had a very aggressive roadmap about where their process technology will be and how it will be implemented.  I believe that GF first mentioned a working 28 nm process in a early 2011 timeframe.  There was a lot of excitement in some corners as people expected next generation GPUs to be available around then using that process node.

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Fab 1 is the facility where all 32 nm SOI and most 28 nm HKMG are produced.

Obviously GF did not get that particular process up and running as expected.  In fact, they had some real issues getting 32 nm SOI running in a timely manner.  Llano was the first product GF produced on that particular node, as well as plenty of test wafers of Bulldozer parts.  Both were delayed from when they were initially expected to hit, and both had fabrication issues.  Time and money can fix most things when it comes to process technology, and eventually GF was able to solve what issues they had on their end.  32 nm SOI/HKMG is producing like gangbusters.  AMD has improved their designs on their end to make things a bit easier as well at GF.

While shoring up the 32 nm process was of extreme importance to GF, it seemingly took resources away from further developing 28 nm and below processes.  While work was still being done on these products, the roadmap was far too aggressive for what they were able to accomplish.  The hits just kept coming though.  AMD cut back on 32nm orders, which had a financial impact on both companies.  It was cheaper for AMD to renegotiate the contract and take a penalty rather than order chips that it simply could not sell.  GF then had lots of line space open on 32 nm SOI (Dresden) that could not be filled.  AMD then voided another contract in which they suffered a larger penalty by opting to potentially utilize a second source for 28 nm HKMG production of their CPUs and APUs.  AMD obviously was very uncomfortable about where GF was with their 28 nm process.

During all of this time GF was working to get their Luther Forest FAB 8 up and running.  Building a new FAB is no small task.  This is a multi-billion dollar endeavor and any new FAB design will have complications.  Happily for GF, the development of this FAB has gone along seemingly according to plan.  The FAB has achieved every major milestone in construction and deployment.  Still, the risks involved with a FAB that could reach around $8 billion+ are immense.

2012 was not exactly the year that GF expected, or hoped for.  It was tough on them and their partners.  They also had more expenses such as acquiring Chartered back in 2009 and then acquiring the rather significant stake that AMD had in the company in the first place.  During this time ATIC has been pumping money into GF to keep it afloat as well as its aspirations at being a major player in the fabrication industry.

Continue reading our editorial on the status of GLOBALFOUNDRIES going into 2013 and beyond!!

News from the Common Platform Technology Forum

Subject: General Tech | February 12, 2013 - 02:10 PM |
Tagged: IBM, Samsung, GLOBALFOUNDRIES, CNTFETs, nanotubes

You might not think of IBM, Samsung, and GlobalFoundries as working together for a common goal, but much like the HSA the Common Platform Technology Forum brings together some strange bedfellows.  The Tech Report had a chance to sit in on some of the conference and just how this disparate group of Fab owners and pure research companies are working together to shape the future of the silicon beasts we all love to hate.  One of the main topics of discussion was the move to the 14nm process and just how designs must change in order to shrink the process to that size while at the same time increasing wafer size, with GloFo showing off their plans for the near future.  You will also be introduced to the idea of CNTFETs, the proposed carbon nanotube based replacement for Silicon FinFETs which could beat the limits of even Extreme UV lithography if they can be coerced into self assembly.  Read on and check out where the second and third largest Fabs on the planet are headed in the next few years.

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"The opportunity doesn't come along every day to get a detailed peek into the future of computing from the people who are building it. Last week, I had just such a chance."

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GLOBALFOUNDRIES goes 3D with 14nm FinFET transistors

Subject: General Tech | September 21, 2012 - 01:58 PM |
Tagged: 14nm, FinFET, 3d transistors, GLOBALFOUNDRIES, SoC

Intel was first out of the gate with their 3D transistors, which they dubbed Tri-gate and which the rest of the world refers to as FinFET as the normal 2D transistor is flipped on its side in a position reminiscent of a fin.  This leads to much more efficient power usage, perfect for mobile designs and needed as the transistor density at 14nm is going to be quite high.  GLOFO's 14nm eXtreme Mobility will work in conjunction with the current 20nm process used to fabricate SOCs and will be the basis of many lines of chips, such as ARM who have signed a multiyear contract with GLOFO.  Check out DigiTimes for more.

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"Globalfoundries has announced the launch of a new technology designed for the expanding mobile market. The new 14nm-XM offering will give customers the performance and power benefits of three-dimensional "FinFET" transistors with less risk and a faster time-to-market, helping the fabless ecosystem maintain its leadership in mobility while enabling a new generation of smart mobile devices, according to the foundry."

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Source: DigiTimes

AMD Reports Q3 2011 Results

Subject: Editorial | October 28, 2011 - 05:27 PM |
Tagged: Q3 2011, ontario, llano, GLOBALFOUNDRIES, bulldozer, brazos, amd

Unlike Intel, AMD was unable to report record revenues.  What they were able to report was a small profit.  They also were able to show some growth above that expected by most analysts, and even those in AMD.  Earlier this quarter AMD warned that revenues might not be as high as expected, but in the end AMD seemed to have done ok.

The company had a gross revenue of $1.69 billion, which is well above the expected $1.66 billion many analysts were predicting.  Net profit for the quarter came in at a reasonable $97 million.  This is a big improvement from Q3 2010, which had a net income of -$118 million.  Being positive for a quarter is a big accomplishment for AMD.  Controlling costs as a fabless semiconductor company is a lot easier as compared to running multiple Fabs and researching and implementing next generation process nodes.  Margins increased to 45%, but are still a far cry from the 60% plus that Intel achieves.  ASPs are also down due to the large amount of low priced, 45 nm parts that AMD still sells.

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The primary movers for the positive results for AMD are their lineup of APUs.  The “Bobcat” based APUs have been a success for quite a few months, and with their superior performance and features as compared to the competing Intel Atom series, AMD is making a tidy sum off of them.  The big winner in the APU sector is of course Llano.  The uptake on this processor in the mobile space has been tremendous.  AMD has seen a 35% increase in mobile sales, and when combined with the already strong Brazos/Ontario platform, AMD is finally a factor in the mobile market.  The only real issue in this market that AMD is facing is that of continued poor yields on Llano processors.

Continue reading this article after the break.

Source: AMD

Bulldozer Impressions: That was... interesting

Subject: Editorial | October 12, 2011 - 08:45 AM |
Tagged: GLOBALFOUNDRIES, fx-8150, bulldozer, am3+, amd, 32 nm

Huh. 

I am pretty sure I am not the only person who has read these Bulldozer reviews (including Ryan's here at PC Perspective) and had that particular reaction.  Bulldozer was supposed to bulldoze the competition.  It turns out it barely outpaces its own predecessor, the Phenom II X6 1100T.  In fact, in terms of IPC, the older Thuban architecture gives it a sound thrashing when both are clocked at 3.3 GHz.  So why should I be impressed with this processor?

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I guess the answer is… you shouldn’t.  At least not yet.  I distinctly remember back in November of 2007 being invited to Lake Tahoe to test and report about the first Phenom samples that were available for limited testing.  We were not allowed to take the samples home with their new AM2+ based motherboards.  When going over the results of the tests with Ryan (I was not part of PCPer at the time) we quickly saw that the 2.6 GHz Phenom was unable to keep up with the Core 2 Q6600 from Intel.  This was a little surprising, as we expected the original Phenom to clean house due to its very forward looking architecture (HT, IMC, beefier FP/SIMD units, etc.).  The original Phenom had its fair share of problems, to say the least.  TDPs were very high, there was the revision B2 bug that was solved in B3, and due to the 65 nm process it did not nearly have as much cache as was needed to make it a more efficient product.

Click to read the rest of this post.

Source: AMD

Oh Llano, wherefore art thou?

Subject: General Tech | October 3, 2011 - 12:14 PM |
Tagged: llano, APU, GLOBALFOUNDRIES, 28nm, 32nm, trinity, amd

Woe is AMD, as it becomes ever more obvious that Llano is not giving good yields at GLOBALFOUNDRIES.  Back in July the market noticed that while the new Llano chips were great at providing good enough graphics for a great price, they were very hard to find.  As a consumer you might be able to find a notebook to purchase for yourself but as a reseller who needs to buy processors in the thousands before considering that chip as a part of the new product line up you have been out of luck.  According to DigiTimes this will change in 2012 with the arrival of Trinity which will still use GLOBALFOUNDRIES 32nm process, turning to TSMC for the 28nm graphical portion.  The previous hope that the supply problems would be solved in September were obviously a little too optimistic.

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"Supply of AMD's Llano APUs, affected by Globalfoundries's lower-than-expected 32nm yield rates, has been significantly limited and is unlikely to recover until the company's upcoming Trinity arrives in 2012, according to sources from motherboard players. When asked about the company's upcoming Trinity schedule, AMD Taiwan declined to comment on unannounced products.

AMD started suffering from Llano APU supply shortages in July due to the yield issues and the company originally expected the supply status to return to normal in September. However, judging from the current situation, the sources believe the company's supply volume is unlikely to meet client demand through the end of 2011.

The sources estimated that the yield rate issue should be resolved in 2012, when Trinity launches."

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Source: DigiTimes

IDF 2011: Other Foundries Falling Further Behind Intel Technology

Subject: General Tech, Processors | September 13, 2011 - 06:07 PM |
Tagged: TSMC, idf 2011, idf, GLOBALFOUNDRIES

While learning about the intricacies of the Intel tri-gate 22nm process technology at the Intel Developer Forum, Senior Intel Fellow Mark Bohr surprised me a bit by discussing the competition in the foundry market.  Bohr mentioned the performance advantages and competitive edge that the new 22nm technology offers but also decided to mention that other companies like TSMC, GlobalFoundries, Samsung and IBM are behind, and falling further behind as we speak.

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When Intel introduced strained silicon in 2003, it took competition until 2007 to implement it.  For High-K Metal Gate technology that Intel brought into market in 2007 it wasn't until 2011 that AMD introduced in its product line.  Finally, with tri-gate coming in 2011, GlobalFoundries is talking about getting it implemented in the 2015 time frame.

Obviously those are some long delays but more important to note is that the gap between Intel and the field's implementations has been getting longer.  Three years for strained silicon, three and a half for high K and up to four years for tri-gate.  Of course, we could all be surprised to see tri-gate come from a competitor earlier, but if this schedule stays true, it could mean an increasing advantage for Intel's products over AMD's and eventually into ARM's. 

This also discounts the occasional advantage that AMD had over Intel in the past like being the first to integrate copper interconnects (on the first Athlon) and the first to develop a Silicon-on-Insulator product (starting with the 130nm process); though Intel never actually adopted SOI. 

Source: PCPer
Author:
Subject: Processors
Manufacturer: AMD

Bulldozer Ships for Revenue

Some months back we covered the news that AMD had released its first revenue shipments of Llano.  This was a big deal back then, as it was the first 32 nm based product from AMD, and one which could help AMD achieve power and performance parity with Intel in a number of platforms.  Llano has gone on to be a decent seller for AMD, and it has had a positive effect on AMD’s marketshare in laptops.  Where once AMD was a distant second in overall terms of power and performance in the mobile environment, Llano now allows them to get close to the CPU performance of the Intel processors, achieve much greater performance in graphics workloads, and has matched Intel in overall power consumption.

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KY Wong and Marshall Kwait hand off the first box of Bulldozer based Interlagos processors to Cray's Joe Fitzgerald.  Photo courtesy of AMD.

Some five months later we are now making the same type of announcement for AMD and their first revenue shipment of the Bulldozer core.  The first chips off the line are actually “Interlagos” chips; basically server processors that feature upwards of 16 cores (8 modules, each module containing two integer units and then the shared 256 bit FPU/SSE SIMD unit).  The first customer is Cray, purveyor of fine supercomputers everywhere.  They will be integrating these new chips into their Cray XE6 supercomputers, which have been purchased by a handful of governmental and education entities around the world.

Continue reading for our analysis on AMD's processor future...

More on GLOBALFOUNDRIES 32nm process and the supply problems we've seen

Subject: General Tech | September 7, 2011 - 02:07 PM |
Tagged: GLOBALFOUNDRIES, 32nm, llano

We have mentioned in the Podcast and on the front page that GLOBALFOUNDRIES 32nm process has been having some problems.  Poor yields have prevented AMD from hitting the targets that they wanted to see from Llano thought they still produce enough to sell.  The supply is enough to keep up with the demands of the individual DIY system builders but AMD really wants major laptop and system vendors to pick up Llano as a base for new models.  Since they want to order very large numbers of APUs at the same time, until Llano can reliably be available for bulk purchases AMD's new APU is not terribly attractive to those vendors.  Why is the Llano having such troubles? Check out Charlie's theory over at SemiAccurate.

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"Global Foundries is having the proverbial ‘issues’ with their high end 32nm-SHP process. The knee-jerk reaction is to kick GloFo for the problems, but that doesn’t take in to account the good partss of the process.

To say this story is complex and nuanced is putting things mildly. The 32nm-SHP process is the first foundry process to ship High-K Metal Gate (HKMG) chips, and it is the first foundry to ship customer products on a sub-40nm process. They are also the only foundry shipping HKMG products with strain, aka a SiGe cap. That is the hard part, compared to strain, the rest of the HKMG process is easy. The fact that AMD has shipped almost 10 million Llano CPUs by now says that something is going right. GloFo is currently making things that no one else can, and with a 6+ month lead on the competition."

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Source: SemiAccurate

GLOBALFOUNDRIES 20nm tape out

Subject: General Tech | August 30, 2011 - 12:34 PM |
Tagged: tape out, GLOBALFOUNDRIES, amd, 20nm

When then discussion turns to a chip taping out, we are referring to an obsolete practice where a chip would be designed on a large scale and then reduced through photolithography.  Originally, once a chip design was finalized on paper it went to the artwork stage where an engineer would literally tape out and glue the design to create a photomask which would allow light through in a variety of ways or utterly block it.  That light was focused to create a smaller version, which then was used to make an even smaller version ... until it was of a size to etch the physical components of the chip onto the wafer and with a bit of luck and a lot of skill you would end up with a chip that worked to the specs you expected.

You can't exactly do that anymore, as the current generation of chips coming out of GLOBALFOUNDRIES uses a 20nm process, smaller than even extreme UV wavelengths and the magnitude of size reduction would be insurmountable.  Thankfully there is CAD and many other more mature ways of creating chips than the old cut and paste method.  This puts AMD in a good position to transfer to a 20nm process in the future, smaller than Intel's 22nm process but lacking the Tri-Gate three dimensional transistors that Intel will be implementing.  Drop by The Inquirer for more.

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"CHIPSHOP Globalfoundaries has announced that it taped out a test chip using its 20nm process node.

Globalfoundaries, best known for being the main chip fab partner of AMD, has been working to get its 28nm and 20nm process nodes up and running. For Globalfoundaries and its customers - in particular, AMD - having a mature 20nm process is desirable to show it has possibilities for die-shrinkage in the near future."

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Source: The Inquirer