Any reason you think they'll "get hit hard" by that?
The exact nature is GlobalFoundries is going to be de-ramping 14HP/14LPP/14LPP+/12LP/12LP+ soon, with a complete halt of those lines by third quarter 2020.
The hard hit is how will AMD sustain the revenue going to GlobalFoundries. If there isn't going to be wafers for those nodes.
Q4-2019 => ~75% of the wafer starts
Q1-2020 => ~50% of the wafer starts
Q2-2020 => ~25% of the wafer starts
Q3-2020 => ~0% of the wafer starts
TSMC won the FinFET fight, hence no customers to sustain the nodes after IBM/AMD leave. Production of course dips after the next product is introduced. (Malta contributes the most to GlobalFoundries net loss.)
TSMC has lower prices, higher capacity, more incentives, etc. There is nothing stopping AMD from making a 7nm I/O chip at TSMC. AMD only needs to produce MPUs/GPUs/Chipsets per Orignal WSA agreement for anything above the 7nm node.
Hence the hard hit, the Malta nodes are suspect and high-risk.
-> Go TSMC pay 7nm.
-> Port 14LPP products to Samsung.
-> Stay GlobalFoundries port to another process.
All of it costs money, only one doesn't cause delta percentage take-pay.