In case you missed it last week, GlobalFoundries (the company AMD spun off to manage its foundries) has acquired Chartered Semiconductor in Singapore. This changes the playing field a lot in the foundry world. A world dominated by UMC and TSMC.
Acquiring Chartered allows GlobalFoundries to dissolve some of AMDs interest in the company, as well as bring on board many more customers. Before, Global only had AMD, and STm as clients, now they have all of Chartered’s which includes such names as Toshiba, and Microsoft.
A game changer for sure. While they are not as big as TSMC, they certainly will be making TSMC look over their shoulder more. This will help the foundry industry remain competitive and force TSMC and GlobalFoundries to remain innovative and on the cutting edge of fab technology.