Soldato
- Joined
- 25 Sep 2009
- Posts
- 10,013
- Location
- Billericay, UK
GF must be giving AMD a very competitive price given AMD resigned a wafer agreement with them (last year I believe) that AMD is happy to sacrifice a bit of performance that they would have gained from TSMC node.Problem is GF don't seem quite as competitive even using the same node as other foundries - AMD may need to go elsewhere to be truly competitive again :s
I wonder if HBM becomes hard to hold of if AMD will ask GF to start manufacturering it? It could be a way of using up any surplus supply it's wafer agreement.