Globalfoundries, often abbreviated as GF, was spun off from AMD’s original fabrication business. It is considered one of the most well-funded companies in the Middle East and the second-largest foundry in the world after TSMC. However, for AMD, GF has always been a key partner—yet one that came with some challenges. For years, GF struggled with production issues, which deeply affected AMD's product timelines. But recently, GF has shown signs of becoming more reliable, and AMD has officially confirmed that GF can now handle not only CPUs and APUs but also OEM GPUs and host processors.
Traditionally, AMD's CPUs and APUs were manufactured by GF, using processes like 32nm SOI for the FX series and 28nm SHP for current APUs. Meanwhile, GPUs and host processors were handled by TSMC on its 28nm process. This arrangement has changed. At the Credit Suisse 18th Annual Technical Conference, AMD CFO Devinder Kumar stated that GF's role has expanded to cover all of AMD's product lines, including GPUs for graphics cards and semi-custom processors used in the PS4 and Xbox One consoles.
Kumar noted, “The implementation capabilities of Globalfoundries have significantly improved, which will help strengthen our collaboration. In 2014, we achieved a historic partnership in PC products for the first time. This year, we built graphics and PCs at GF's fab, along with semi-custom products, and this cooperation will continue into 2015.â€
AMD hasn't revealed exactly what products GF is manufacturing for them. While CPUs and APUs have long been handled by GF, the same cannot be said for host processors or GPUs. The details of which parts are being produced by GF remain unclear. As for GPUs, it's even more intriguing. AMD offers a wide range of GPU products, and although both TSMC and GF use 28nm technology, the processes for GPUs and CPUs are usually different. A process suitable for a CPU may not be ideal for a GPU.
It seems that Globalfoundries is finally proving itself. AMD's Carrizo APU will be built on GF's 28nm SHP process, and the two companies have worked together to optimize it. As a result, Carrizo achieves higher transistor density and better energy efficiency without requiring a full process upgrade.
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