Globalfoundries (GF), originally spun off from AMD's fabrication division, is now one of the most well-funded semiconductor manufacturing companies in the Middle East and the second-largest foundry globally after TSMC. While GF has long been a key partner for AMD, the relationship hasn't always been smooth. In the past, GF struggled with production reliability, which caused some pain for AMD. However, in recent years, GF has shown significant improvement, and AMD has officially confirmed that the company is now responsible not only for manufacturing CPUs and APUs but also for OEM GPUs and custom processors used in gaming consoles.
Traditionally, AMD’s CPU and APU products were produced by GF using processes like 32nm SOI and 28nm SHP. Meanwhile, GPUs and host processors were handled by TSMC using its 28nm technology. This dynamic has changed. At the Credit Suisse 18th Annual Technical Conference, AMD CFO Devinder Kumar highlighted that GF’s role has expanded to cover all of AMD’s product lines. Now, GF is involved in producing not just CPUs and APUs, but also graphics cards, semi-custom processors for devices like the PS4 and Xbox One, and more.
Kumar stated, “The implementation capabilities of Globalfoundries have improved significantly, which will strengthen our collaboration. In 2014, we achieved a historic partnership for PC products. This year, we are building both graphics and computing solutions at GF’s facilities, as well as semi-custom products. This cooperation is expected to continue into 2015.â€
Although AMD hasn’t disclosed exactly what products GF is manufacturing for them, it's known that CPUs and APUs have always been made by GF. The host processors used in the PS4 and Xbox One are also likely being produced by GF, though this isn’t entirely clear. As for GPU products, the situation is even more intriguing. AMD has a wide range of GPU offerings, and while both TSMC and GF offer 28nm processes, the production requirements for GPUs and CPUs can differ significantly. What’s interesting is that GF is now stepping into this space.
It seems that Globalfoundries is finally proving itself as a reliable partner. AMD’s Carrizo APU will be built on GF’s 28nm SHP process, and the two companies have worked together to optimize the design. As a result, Carrizo features higher transistor density and better energy efficiency without requiring a full process upgrade. This marks a positive shift in their long-standing relationship and shows that GF is becoming a more trusted name in high-performance semiconductor manufacturing.
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