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\"<p>In
In February, GlobalFoundries announced that it had signed up the U.S. Department of Defense as a customer for its 45-nanometer offerings at a factory in upstate New York.<\/span><\/figcaption><\/figure>By Tim Culpan<\/strong>

“Legacy” and “mature” are the words usually thrown at the semiconductors<\/a> Tom Caulfield produces at factories in Singapore, the U.S. and Germany. He doesn’t like that.

Instead, the chief executive officer of GlobalFoundries<\/a> wants people to refer to his chips as “feature-rich,” a term he feels better describes their wide array of uses. His point is valid. While larger rivals Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co.<\/a> and Intel<\/a> Corp. battle it out to make ever-more advanced chips, the world is suffering most from a lack of capacity in the very products that GlobalFoundries<\/a> offers.

“The industry has painted itself into a corner by focusing on single-digit nanometer,” Caulfield said in an online press conference Tuesday, referring to the current obsession with smaller, more advanced manufacturing geometries. “Today we have cars sitting in a parking lot missing chips made on 45 or 65 nanometer.”

While the three largest foundry players, led by TSMC, get much of the kudos for driving chip manufacturing into new frontiers, the reality is that most semiconductors<\/a> simply don’t need to be the most-advanced. Chips used for radio communications, to control display screens, regulate power, or operate tiny motors do just fine with technology that debuted a decade ago. And that’s the sandpit in which New York-based GlobalFoundries plays.

This is why its $6 billion plan to boost capacity globally in 2021 and 2022, including raising output at its Singapore facility by around 50%, makes sense. It might even go further toward solving the current chip shortage than the $100 billion TSMC expects to spend over the next three years. The Hsinchu-based company, which controls around half the made-to-order chip market, is crucial to ensuring Apple Inc.<\/a>, Qualcomm Inc.<\/a> and Nvidia Corp.<\/a> get the most powerful chips available. Yet only 28% of its revenue last year came from products made using older technologies and just 3% of sales were to the automotive sector, one of the hardest hit by the current shortage.

There’s no doubt that GlobalFoundries is talking its own book. Ranked fourth in the world by share of the chip foundry market, the company is planning a New York initial public offering that could value it at $30 billion while also trying to convince governments around the world to help fund its expansion. Singapore’s Economic Development Board said it is a partner in the $4 billion project there, without specifying just how much it has invested.

Chip Opportunity<\/strong>
Yet the demand does exist. Much of the new Singapore capacity will be funded by prepayments from clients eager to ensure they’ll have guaranteed capacity in coming years. That follows an April announcement by Taiwan’s United Microelectronics Corp., one of GlobalFoundries’ nearest rivals, that clients were putting down deposits to secure supply to help fund a $100 billion ($2.8 billion) factory project in Taiwan.

Importantly, this pre-booking isn’t for current or future manufacturing processes. While Apple<\/a> was the primary driver for TSMC to build an advanced factory in southern Taiwan a decade ago, clients today want to ensure they have access to “legacy” (or “feature-rich”) technology. In February, GlobalFoundries announced that it had signed up the U.S. Department of Defense as a customer for its 45-nanometer offerings at a factory in upstate New York.

Caulfield can also offer something that none of his rivals are able: a truly global footprint. TSMC has almost the entirety of its capacity in Taiwan, Samsung<\/a> is largely in South Korea and Intel<\/a> is heavily weighted toward the U.S. Yet GlobalFoundries has around one-third of its manufacturing in each of Singapore, New York and Dresden. That’s the kind of balance that allows it to convince both governments and clients that it’s not overly dependent on a single geography, a particularly salient point given recent fears over supply chain security.

GlobalFoundries is betting that as the global chip industry keeps spending money to accelerate toward the leading edge, those who hang back will enjoy their own spoils.
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一个被遗忘的芯片制造商可能结束全球短缺的关键

GlobalFoundries认为随着全球芯片行业不断花钱加速向前沿,畏缩不前的人会喜欢自己的战利品。

  • 更新在2021年6月23日上午10:58坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
< p > 2月,GlobalFoundries宣布签署了美国国防部作为它的转向服务的客户在纽约北部的一个工厂。< / p >
今年2月,GlobalFoundries宣布签署美国国防部作为其转向产品的客户在纽约北部的一个工厂。
蒂姆•Culpan

“遗留”和“成熟”这句话通常扔的半导体汤姆·考尔菲德生产工厂在新加坡、美国和德国。他不喜欢。

相反,的首席执行官GlobalFoundries希望人们把他作为“功能”,芯片他觉得更好地描述他们的广泛的用途。他的观点是有效的。而规模更大的竞争对手台湾半导体制造有限公司三星电子有限公司和英特尔公司奋力争夺更加先进的芯片,世界正在经历最缺乏能力的产品GlobalFoundries报价。

广告
“行业已经把自己逼到死角了通过专注于单一纳米,”·考尔菲德周二在一个在线新闻发布会上说,他指的是当前对规模较小、更先进的制造几何图形。“今天我们有汽车坐在停车场失踪45或65纳米芯片了。”

而三大铸造球员,由台积电,获得很多荣誉驱动芯片制造成新领域,现实是大多数半导体根本不需要的最前沿。芯片用于无线电通讯,控制显示屏,调节功率,或操作微型电机技术就可以了,十年前首次亮相。这就是纽约的GlobalFoundries扮演的沙坑。

这就是为什么其60亿美元的计划来提高产能在2021年和2022年,全球包括新加坡工厂提高产量的50%左右,是有意义的。它甚至可能进一步解决当前芯片短缺比台积电预计将花费1000亿美元在未来三年。Hsinchu-based公司控制着大约一半定做的芯片市场,确保是至关重要的苹果(aapl . o:行情)。,高通(qcom . o:行情)。和Nvidia Corp .)得到最强大的芯片。然而,去年只有28%的收入来自产品使用老技术,仅有3%的销售收入来自汽车行业,受打击最大的一个当前的短缺。

广告
毫无疑问,GlobalFoundries交谈自己的书。世界上排名第四的芯片代工市场份额,该公司正计划纽约首次公开发行(ipo),价值300亿美元,同时试图说服世界各国政府资助其扩张。新加坡经济发展局合伙人说,40亿美元的项目,不指定多少投资。

芯片的机会
然而,需求确实存在。新加坡的新产能将从客户希望由提前支付,以确保他们将在未来几年有担保能力。之后4月宣布台湾联华电子公司GlobalFoundries的最近的竞争对手,客户放下存款安全的供应,帮助基金1000亿美元(28亿美元)在台湾工厂项目。

重要的是,这个预购不是为当前或未来的制造过程。而苹果是台积电的主要动力在台湾南部建立一个先进的工厂十年前,今天客户希望确保他们获得“遗留”(或“功能”)技术。今年2月,GlobalFoundries宣布签署美国国防部作为其转向产品的客户在纽约北部的一个工厂。

·考尔菲德还可以提供一些他的对手都可以:一个真正的全球足迹。台积电在台湾,几乎全部的能力三星在很大程度上是在韩国和吗英特尔还严重偏重于美国GlobalFoundries约有三分之一的制造业在新加坡、纽约和德累斯顿。这样的平衡,允许它说服政府和客户,这不是过度依赖单一地理,一个特别突出的点鉴于最近对供应链安全的担忧。

GlobalFoundries认为随着全球芯片行业不断花钱加速向前沿,畏缩不前的人会喜欢自己的战利品。
  • 发表在2021年6月23日,10:57坚持

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  • 一个被遗忘的芯片制造商可能结束全球短缺的关键
\"&lt;p&gt;In
In February, GlobalFoundries announced that it had signed up the U.S. Department of Defense as a customer for its 45-nanometer offerings at a factory in upstate New York.<\/span><\/figcaption><\/figure>By Tim Culpan<\/strong>

“Legacy” and “mature” are the words usually thrown at the semiconductors<\/a> Tom Caulfield produces at factories in Singapore, the U.S. and Germany. He doesn’t like that.

Instead, the chief executive officer of GlobalFoundries<\/a> wants people to refer to his chips as “feature-rich,” a term he feels better describes their wide array of uses. His point is valid. While larger rivals Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co.<\/a> and Intel<\/a> Corp. battle it out to make ever-more advanced chips, the world is suffering most from a lack of capacity in the very products that GlobalFoundries<\/a> offers.

“The industry has painted itself into a corner by focusing on single-digit nanometer,” Caulfield said in an online press conference Tuesday, referring to the current obsession with smaller, more advanced manufacturing geometries. “Today we have cars sitting in a parking lot missing chips made on 45 or 65 nanometer.”

While the three largest foundry players, led by TSMC, get much of the kudos for driving chip manufacturing into new frontiers, the reality is that most semiconductors<\/a> simply don’t need to be the most-advanced. Chips used for radio communications, to control display screens, regulate power, or operate tiny motors do just fine with technology that debuted a decade ago. And that’s the sandpit in which New York-based GlobalFoundries plays.

This is why its $6 billion plan to boost capacity globally in 2021 and 2022, including raising output at its Singapore facility by around 50%, makes sense. It might even go further toward solving the current chip shortage than the $100 billion TSMC expects to spend over the next three years. The Hsinchu-based company, which controls around half the made-to-order chip market, is crucial to ensuring Apple Inc.<\/a>, Qualcomm Inc.<\/a> and Nvidia Corp.<\/a> get the most powerful chips available. Yet only 28% of its revenue last year came from products made using older technologies and just 3% of sales were to the automotive sector, one of the hardest hit by the current shortage.

There’s no doubt that GlobalFoundries is talking its own book. Ranked fourth in the world by share of the chip foundry market, the company is planning a New York initial public offering that could value it at $30 billion while also trying to convince governments around the world to help fund its expansion. Singapore’s Economic Development Board said it is a partner in the $4 billion project there, without specifying just how much it has invested.

Chip Opportunity<\/strong>
Yet the demand does exist. Much of the new Singapore capacity will be funded by prepayments from clients eager to ensure they’ll have guaranteed capacity in coming years. That follows an April announcement by Taiwan’s United Microelectronics Corp., one of GlobalFoundries’ nearest rivals, that clients were putting down deposits to secure supply to help fund a $100 billion ($2.8 billion) factory project in Taiwan.

Importantly, this pre-booking isn’t for current or future manufacturing processes. While Apple<\/a> was the primary driver for TSMC to build an advanced factory in southern Taiwan a decade ago, clients today want to ensure they have access to “legacy” (or “feature-rich”) technology. In February, GlobalFoundries announced that it had signed up the U.S. Department of Defense as a customer for its 45-nanometer offerings at a factory in upstate New York.

Caulfield can also offer something that none of his rivals are able: a truly global footprint. TSMC has almost the entirety of its capacity in Taiwan, Samsung<\/a> is largely in South Korea and Intel<\/a> is heavily weighted toward the U.S. Yet GlobalFoundries has around one-third of its manufacturing in each of Singapore, New York and Dresden. That’s the kind of balance that allows it to convince both governments and clients that it’s not overly dependent on a single geography, a particularly salient point given recent fears over supply chain security.

GlobalFoundries is betting that as the global chip industry keeps spending money to accelerate toward the leading edge, those who hang back will enjoy their own spoils.
<\/body>","next_sibling":[{"msid":83769115,"title":"Flash sales: Confusion among e-commerce companies, handset brands, sellers","entity_type":"ARTICLE","link":"\/news\/etailers-not-clear-despite-clarification\/83769115","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"83769357","title":"iStock-966899094","entity_type":"IMAGES","seopath":"small-biz\/trade\/exports\/insights\/a-forgotten-chipmaker-may-be-key-to-ending-the-global-shortage\/istock-966899094","category_name":"A forgotten chipmaker may be key to ending the global shortage","synopsis":"In February, GlobalFoundries announced that it had signed up the U.S. Department of Defense as a customer for its 45-nanometer offerings at a factory in upstate New York.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-195807\/83769357.cms?width=150&height=112","link":"\/image\/small-biz\/trade\/exports\/insights\/a-forgotten-chipmaker-may-be-key-to-ending-the-global-shortage\/istock-966899094\/83769357"}],"msid":83770044,"entity_type":"ARTICLE","title":"A forgotten chipmaker may be key to ending the global shortage","synopsis":"GlobalFoundries is betting that as the global chip industry keeps spending money to accelerate toward the leading edge, those who hang back will enjoy their own spoils.","titleseo":"telecomnews\/a-forgotten-chipmaker-may-be-key-to-ending-the-global-shortage","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":454,"shares":0,"engagementtimems":2032000},"Alttitle":{"minfo":""},"artag":"Bloomberg","artdate":"2021-06-23 10:57:14","lastupd":"2021-06-23 10:58:25","breadcrumbTags":["semiconductors","GlobalFoundries","Apple Inc.","apple","Samsung","Devices","Samsung Electronics Co.","Qualcomm Inc.","Nvidia Corp.","Intel"],"secinfo":{"seolocation":"telecomnews\/a-forgotten-chipmaker-may-be-key-to-ending-the-global-shortage"}}" data-news_link="//www.iser-br.com/news/a-forgotten-chipmaker-may-be-key-to-ending-the-global-shortage/83770044">