GlobalFoundries 计划扩充纽约以及德累斯顿 28nm /22 nm 产能

Edison

Only a year has passed since AMD officially spun off its manufacturing division with the help of ATIC. The resulting GlobalFoundries have been busy getting its ducks in a row in preparation for inevitable battle with TSMC. It started with construction of Fab 8 (formerly GF Fab 2) in Saratoga County, NY due for revenue production in 2012. Today GF is announcing plans to expand Fab 8 before its completion and an expansion to Fab 1 (formerly AMD Fab 30/36) in Dresden.

Global also announced initial plans to create a similar cluster of fabs in Abu Dhabi. These clusters are placed on a site that can house three manufacturing modules, similar to what’s being expanded at Dresden and being built in Saratoga County. Given that GlobalFoundries’ majority shareholder is ATIC, an investment arm of the government of Abu Dhabi, the next location for fab expansion makes perfect sense.





At the end of last year, ATIC announced that it would acquire Chartered Semiconductor for $3.9 billion. The acquisition gave GlobalFoundries a 300mm fab in Singapore. The move wasn’t about taking out a competitor, but rather acquiring a customer base on aging manufacturing processes and giving them the option of migrating to smaller transistor geometries, something Chartered didn’t have the roadmap to do. A very smart move on GlobalFoundries’ part. To make room for the planned growth we have the aforementioned expansions at Fab 1 and Fab 8.

Fab 1 will get a new facility that can manufacture 45/40/28nm wafers and take Dresden’s total maximum output from 50,000 wafers per month to 80,000. The first production from this expansion will ship in 2011. We can also expect to see initial 22nm development done here, with Fab 1 eventually shifting to 22nm production over time.




Fab 8’s clean room will grow another 40% by the time it’s done. The original plans for Fab 8 targeted 35,000 wafer starts per month, but with the expansion we’re looking at a maximum of 60,000 with additional equipment.




It’s not all good news though. Fab 8 is still expected to ship revenue generating wafers starting in 2012, but volume production won’t happen until 2013. Thankfully ATIC has very deep pockets.

GlobalFoundries has often mentioned to me that if it had a customer willing to pay for it, it could offer transistor size and performance on par with Intel. In the past, AMD simply hadn’t been willing (or able) to pay for it. The 3rd bullet point on the slide below seems to make that same statement publicly.




A good AMD design coupled with a good process from GF could do some damage. Will Bulldozer be that design? It’s far too early to tell. Personally I’m more interested in seeing what a GPU manufactured at GlobalFoundries would look like.

http://www.anandtech.com/show/3750/globalfoundries-plans-to-expand-dresden-and-ny-fabs-in-anticipation-of-2822nm

IAFCyg

以后A家的芯片是不是可以牛叉一些？
至少制程不要落后了..

magicspectre

推土机跟北岛就靠GF了

boris_lee

油老板就是有钱啊，
而且是在米国设厂

gz_easy

看标题后的第一感觉就是28nm for GPU, 22nm for CPU.

cool_exorcist

TSMC和NV的末日到了

yukika

回复 9# cool_exorcist
为啥?理论上NV可以也完全有可能找GlobalFoundries代工，没冲突吧?
至于TSMC，资本投入和产量摆在那，只要Samsung不发力，它会一直是代工一哥，即便是先进工艺不理想

德国这厂子真神奇，居然还能扩到8W，现在看来倒是纽约新厂的地方选小了，潜力一般

X-River

难道台积电要悲剧了

cool_exorcist

回复  cool_exorcist
为啥?理论上NV可以也完全有可能找GlobalFoundries代工，没冲突吧?
至于TSMC，资本投 ...
yukika 发表于 2010-6-1 16:19

只要AMD继续持有GF的股份，GF的代工之路就不会一帆风顺，除非老黄疯了，打算把自己的家底全部送给AMD。

earcandy

纽约的28纳米工厂2013年才能量产，北岛？

Edison

纽约的28纳米工厂2013年才能量产，北岛？
earcandy 发表于 2010-6-1 18:13

那是 fab8，实际上一直都没投产。

fab 1 就不一样了。

Fab 1 will get a new facility that can manufacture 45/40/28nm wafers and take Dresden’s total maximum output from 50,000 wafers per month to 80,000. The first production from this expansion will ship in 2011. We can also expect to see initial 22nm development done here, with Fab 1 eventually shifting to 22nm production over time.

earcandy

回复 19# Edison
德累斯顿 基本是做CPU的吧