Thread regarding Intel Corp. layoffs

AMD Amended Wafter Supply Agreement. Not tied to Global Foundaries

Looks like AMD is taking its previous supply change issues seriously with it's amended WSA agreement that gives it a nuclear option to second source fab from anyone else, TSM and Samsung in particular if GF does not perform well....Or if GF can't keep up with demand.

http://wccftech.com/analysis-amd-multi-year-amendment-2016-wafer-supply-agreement/

The amendment also has interesting implications. Zen is critical to AMD’s success and quite possibly its ability to stay afloat going forward. It can be argued that the company remaining a going concern depends on Zen not being a failure. With that context in mind, it is easy to see why AMD might be looking to diversify its options in case GlobalFoundries does not perform. While that does hint at the fact that the company might not be happy with the foundry at the moment, it is not something we can say for sure. It goes without saying though that with this amendment in place AMD is now free to look to either TSMC or Samsung to source a portion of its future portfolio of GPUs and CPUs. It is worth noting at this stage that Nvidia has also chosen to pursue a similar strategy and reached out to Samsung to diversify its foundry capabilities along with TSMC.

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Post ID: @OP+LRRxyih

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Epic Yawn.

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Post ID: @dkw+LRRxyih

What's a "Wafter"?

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Post ID: @eyj+LRRxyih

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