Critical Factors to GLOBALFOUNDRIES Long-Term Success

ATIC, the financial backer of GLOBALFOUNDRIES and AMD, acquired Chartered Semiconductor and will combine the two companies under GLOBALFOUNDRIES. Market research firm In-Stat believes this marks a huge step for the young GLOBALFOUNDRIES and a major shift in the semiconductor foundry industry. This transaction delivers the third of the three critical factors that In-Stat believes is vital to GLOBALFOUNDRIES’ long-term success — gaining a significant customer, breaking ground on new capacity, and joining the Common Platform manufacturing alliance.

Critical Factors to GLOBALFOUNDRIES Long-Term Success

  • Critical factor #1: GLOBALFOUNDRIES has already announced that STMicroelectronics will be working with the company for wireless devices.
  • Critical factor #2: The company has broken ground on new capacity at the same time it builds out capacity at Fab 1 (formerly Fabs 36 & 38).
  • Critical factor #3: Gaining Chartered Semiconductor gives the company formal entrée to the Common Platform alliance, which it was already loosely linked to through its relationships with IBM. This does assume that the transaction doesn’t nullify the alliance or any contractual obligations, but we do not believe that it will because it actually adds more value to the Common Platform as an alternative to TSMC, the world’s foundry powerhouse.

What is most impressive is that GLOBALFOUNDRIES accomplished all three of these tasks in less than a year, far quicker than In-Stat had predicted.

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In-Stat’s market intelligence combines technical, market and end-user research and database models to analyze the Mobile Internet and Digital Entertainment ecosystems. Our insights are derived from a deep understanding of technology impacts, nearly 30 years of history in research and consulting, and direct relationships with leading players in each of our core markets. In-Stat provides its research through reports, annual subscriptions, consulting and advisory services to inform critical decisions. Technology and semiconductor vendors, infrastructure and device manufacturers, service providers and media companies worldwide rely on partnerships with In-Stat?s tenured, experienced staff and on our in-depth market intelligence to support critical business, product and technology decisions. In-Stat is a strategic segment of the $9 billion Reed Elsevier global information network, with access to an expansive worldwide electronic network, extensive technology databases and well-informed personnel. As a member of Reed Business Information, In-Stat is a division of the largest business-to-business publisher in the U.S.