GlobalFoundries appears to be pushing for RFSOI/FDSOI at Malta.
/PRNewswire/ -- Soitec (Euronext) and SunEdison, Inc. (NYSE: SUNE) announced today that they have entered into a patent cross-license agreement relating to...
www.prnewswire.com
This carried over to GlobalWafers
Long-term $800 million supply deal includes $210 million capital expansion, creation of more than 75 new jobs in Missouri and […]
globalfoundries.com
"...Today announced an $800 million agreement to add 300mm silicon-on-insulator (SOI) wafer manufacturing and expand existing 200mm SOI wafer production at GWC’s MEMC facility in O’Fallon, Missouri."
GloFo needed an uncertain amount of funds to Fab8 to support 15k wph of 7LP/7LP+. Which they didn't get nor would have gotten with IBM/AMD ditching.
However, for RFSOI and FDSOI they didn't need such funds.
Having no funding nor support from IBM/AMD, it makes sense for them to cancel further FinFET nodes. Since, combined the RFSOI+FDSOI makes more money faster overall.
45RF => >$1B (first customer 2018)
22FDX => >$4.5B (first customer 2018)
14LPP/12LP => >$4B (first customer 2015)
Even if IBM wins I do not think it will cause a dent to the SOIs, but might be the nail that kills off existing FinFETs at Fab8. There has been a couple times GlobalFoundries cut capacity for 14LPP/12LP already. $2.5B going away from Fab8 will just be them killing FinFETs. Since, customer drainage has been going on for a while. 14LPP/12LP/12LP+ can only go so far with 8LPP/8LPA, 7LPP/5LPP, 7FF/6FF/5FF, etc. I believe SMIC got some of GloFo's 14nm customers when GloFo killed Chinese access to 14LPP/12LP.
Far post-pivot:
Research and development of 45nm FD-SOI...
US,NY,Malta
Nov 2019+
Senior integration Engineer, 45nm MOL process integration
^-- I believe this node will replace 45RF, later on, which is a PDSOI node. While there appears to several specialty versions of 45FD; UHV, Photonics, RF, etc.