Ajay
Lifer
- Jan 8, 2001
- 16,094
- 8,106
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Don't confuse tape-out with customer orders. Tape-out is just a design milestone.
I'm not. IIRC, tape-outs, now-a-days, means a sample run in silicon. It used to just mean the design was ready to go to the fab (literally on mag-tape). So, GF could have pending orders waiting on a successful tapeout, but no hard orders yet if their process is still too immature. I'm just reaching for straws here - trying find out what is going on at Malta.
IDC indicates that Samsung are dragging their feet a bit on 14 nm, so that's one mystery solved, but is going on with 20nm?
GF recently hired a new CEO, specifically to take on the Malta challenge - http://www.bizjournals.com/albany/m...m-to-take-ny-plant-to-new-level.html?page=all. But I'm having trouble find out if GF is just having technical problems like TSMC or if 20nm was pretty much busted like 14XM was.