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Comment by bcrl

It is somewhat disappointing that Global Foundries basically stopped participating in the leading edge process node race around the time of the split with AMD. The world is in a rather precarious place with virtually all eggs in the TSMC basket.

[ Intel has yet to prove that it can sustain itself as a foundry for third parties, and until they do, I have a hard time believing the massive culture shift required across the whole company can be achieved without splitting the company up into separate parts. Samsung has fallen behind, but at least they have diversity across a variety of markets including HBM. Neither have leading edge fabs in Europe, so everything continues falls back on TSMC. ]

parent bcrl 1 month ago

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