Globalfoundries, but the Reg says TSMC.
Not really Pablo. Those are not compatible processes, so if true instead of finishing a design and start working on an updated version or in a brand new design on the process, AMD engineers will have to backport everything from TSMC to Globalfoundries process just because of the WSA nuisance. That's really bad from a TTM POV.
If my speculation is correct, TTM improves both because a) AMD has adopted the ATI way of doing things and part of that is launching new products on existing and new nodes at TSMC and b) TSMC is ahead of GF.
By the way I was surprised how small the Kaveri die is allegedly...
Cost is another matter...but that's the WSA for you.