GloFo, by choosing to cease development work on their leading edge node processes, has essentially written their epitaph, just years ahead of when their demise finally happens.
SOI wafers are largely dependent on SOI providers. So, GloFo's node introduction on FDX is largely built on SOITEC providing.
GlobalFoundries' FinFETs are like UMC's FinFETs. So, them getting money from leading edge FinFETs is pretty much like UMC getting money from leading edge FinFETs.
Just because it exists doesn't mean there is demand for it. GloFo can just force AMD to use it and still not make a profit as they did with 14LPP/12LP. Fab8 basically has run at a loss from 2014 onward.
Whereas 22FDX has been a profit.
22FDX+ apparently has removed the sandbagging that in turn reintroduces high performance to the platform. Before, 12FDX would have popped up which was suppose to be the high performance driver.
I see AMD abandoning GlobalFoundries for most if not all modern products. Following the N-1 rule, instantly AMD does 5nm it means all HVM APUs will be on 7nm or smaller.
The only products AMD has with GlobalFoundries that are available for new product replacements are for Stoney (Entry-level Chromebooks) and Polaris 24 (Iceland/Topaz). Both of which launched 2019 and are still 28nm. We have yet to see small CU/WGP RDNAx and I'm withholding statements on the other till Zen3. Specifically, if the rumor of the FPU co-processor model finally being shuttered. General Purpose gets to use all Map/NSQ(Unified NSQ Map) or Computational gets to use all those resources. No more 50/50 Int/Fp to get all resources used.