Globalfoundries (GF) announced today that it will stop investing in the 7nm process indefinitely and focus on the existing 14/12nm FinFET process and 22/12nm FD-SOI process. Considering GF's revenue and profitability over the past few years, cutting-edge technology investments that stop burning money are also a reasonable choice for them. After GF exited 7nm and more advanced process development, AMD announced that it will fully shift its CPU and GPU to TSMC, indicating that its own product roadmap is not affected. AMD is certainly not the biggest victim of this incident. IBM is the GF's acquisition of IBM's fab and IBM's Power series processor. After that, IBM is looking for a new foundry.

Blue Giant IBM also has deep technology accumulation in the semiconductor manufacturing industry. The SOI process used by AMD at the 32nm node comes from IBM's collaborative research and development. SOI wafers are considered to be advanced half-generation level than standard wafer technology. In the early years, IBM also had its own fab. The Power processor is also self-produced, but IBM's wafer business has become a heavy burden. In 2015, the wafer business and technology and patents were eventually sold. GF, GF also received a $1.5 billion subsidy from IBM and reached a wafer supply agreement, and GF will become the foundry of IBM processors.

IBM's current main processor is Power 9, which can have up to 24 cores and a maximum frequency of 3.3GHz. It is also produced by GF's 14nm process. At last week's Hotchips conference, IBM also announced the roadmap for Power processors. The next generation of Power processors, Power 10, will be released around 2020, supporting PCIe 5.0 technology.

Without surprise, IBM's Power 10 processor will be produced using GF's 7nm process. GF's 7nm process should have matured in 2020, but now with GF exiting the 7nm process, IBM's Power processor In the new generation of technology, we must also choose another foundry.

At 7nm and beyond, there are only three companies with plans to push forward - Intel, TSMC and Samsung, Intel can rule out, IBM either chooses Samsung or choose TSMC, but the problem with these two is that they don't In the experience of manufacturing high-performance CPUs, TSMC did OEM X86 processors in the early years, and also produced 16nm APU processors for AMD. Now it has taken AMD's CPU orders and at least high-performance CPU technology. Going further than Samsung.

IBM has not announced specific options yet. Fortunately, the Power 9 processor has to be improved for more than two years. Now there is no need to be so anxious, and AMD is planning to ship 7nm GPUs at the end of this year, so it will be announced as soon as possible. The decision to replace the foundry.

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