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224 points mshockwave | 2 comments | | HN request time: 0.013s | source
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somanyphotons ◴[] No.44502235[source]
Suddenly another company that has (old?) fabs and a cpu design team in-house

This could be interesting to see how much they try to loss-lead to get market share in the low-end

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kragen ◴[] No.44502358[source]
GF's fabs aren't that old. They were neck-and-neck with TSMC until 02018, when they could do 12nm: https://web.archive.org/web/20190107061855/https://www.v3.co...
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kasabali ◴[] No.44502554[source]
Imagine canning your 7nm process last minute only few years before the chip shortage.

Must be the most moronic decision ever.

and it's not like 20/20 hindsight either, because every hardware enthusiast knew at the time Intel was having troubles and was worried TSMC (and Samsung at the time) were going to be the only fabs producing leading edge lithographies.

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bee_rider ◴[] No.44502753[source]
I think it would require some work to call it a “moronic decision.” My suspicion is that even if they could see the future and predict that shortage, 7nm by 2020/2021 was not on the table for them.

These nm values are really bullshit anyway, but the tech node that was supposed to be Intel’s 7nm, which ended up being called “Intel 4” (because they branded some 10nm tech as Intel 7), only came out in like 2023. Given they Global Foundries was always behind Intel, suddenly leapfrogging them by 2-3 years would be quite a feat.

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kasabali ◴[] No.44502954[source]
Oh no, it is a moronic decision and everyone thought so even then. It was a competitive process, they said volume production was due in late 2018 and they canned it at the very last minute citing it financially not feasible. You can read details at this news article (https://www.anandtech.com/show/13277/globalfoundries-stops-a...) or thousands of forum discussions regarding the news. No need to even look that far, just skimp the discussions on the forum topic below the news article I linked and it was plain as a day to anyone what would happen.

> These nm values are really bullshit anyway, but the tech node that was supposed to be Intel’s 7nm, which ended up being called “Intel 4” (because they branded some 10nm tech as Intel 7), only came out in like 2023. Given they Global Foundries was always behind Intel, suddenly leapfrogging them by 2-3 years would be quite a feat.

This is a very weak argument. Intel was ahead of everyone, now everyone is ahead of Intel. Remember TSMC's blunder processes like 20nm? How they turned around after that? Or how GloFo has had always mediocre processes but they finally hit the nail in the head with their 14/12nm? Fab business has always had companies leapfrogging each other, it turns out the worst sin is not trying. GloFo's greedy investors chose to bury the business in the ground for their short term profits.

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1. phkahler ◴[] No.44503611[source]
>> Fab business has always had companies leapfrogging each other, it turns out the worst sin is not trying. GloFo's greedy investors chose to bury the business in the ground for their short term profits.

Name company making chips with EUV that is not TSMC, Samsung, or Intel?

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2. kasabali ◴[] No.44504642[source]
3 company managed to do it, was there a law forbidding a 4th one from doing so?