AMD certainly wasn't the biggest victim of this, IBM was, GF had bought IBM's wafer plant and built the IBM OEM Power seriesprocessorAfter that, IBM is also looking for a new foundry.
Blue Giant IBM also has a deep technological accumulation in the semiconductor manufacturing industry. The SOI process used by AMD at 32 nm nodes comes from IBM's collaborative research and development. SOI wafers are considered to be half a generation more advanced than standard wafer processes. IBM had its own wafer factory in the early years, and its own power processors were sold. But IBM's wafer business became a heavy burden. In 2015, it eventually sold its wafer business and technology and patents to GF. GF also received a $1.5 billion subsidy from IBM and reached a wafer supply agreement. Become a IBM processor foundry.
IBM's current main processor is Power 9, which can have up to 24 cores and a maximum frequency of 3.3GHz. It is also produced by GF's 14nm process. At last week's Hotchips conference, IBM also unveiled a roadmap for the next generation of Power processors, called Power 10, to support PCIe 5.0 technology around 2020.
Not surprisingly, IBM's Power10 processors will be produced using GF's 7Nm process, which should have matured by 2020, but now with GF's withdrawal from the 7Nm process, IBM's Power10 processors will have to choose another factory for the next generation of processes.
On the 7Nm and subsequent nodes, there are only three companies that have planned and capable advancement.IntelIntel can rule out that IBM either chooses Samsung or TSMC, but the problem is that they have no experience in making high-performance CPUs. TSMC manufactured X86 processors earlier and 16nm APUs for AMD, and has now taken orders for AMD's CPUs. In high-performance CPU technology, at least further than Samsung.
IBM hasn't announced any specific options yet. Fortunately, the Power 9 processor will have to be improved for more than two years. There's no need to rush. AMD is planning to ship 7 nm GPUs at the end of this year, so the decision to replace the power plant was announced in the first place.