Globalfoundries six months on: maybe we could use another foundry
October 1, 2009
In the discussion of Globalfoundries celebrated spin-off from AMD and subsequently-announced intent to purchase Chartered Semiconductor, one question seems basic: do we really need another foundry right now, and if so, why? Or was the whole exercise really just about getting some big assets off of AMD's balance sheet? The answer from customers is yet to be heard. Globalfoundries has announced only one customer so far, ST. But the company is clarifying its strategic positioning, and it clearly does not intend to be just one more foundry.
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