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#News(IoTStack) [ via IoTForIndiaGroup ]
TSMC has always been a fierce competitor but the Apple partnership makes them unbeatable in my opinion. The new “node per year” cadence that Apple requires to launch new products every September has turned out to be a devastating pivot for the other foundries. Not only does it keep Apple ahead with bleeding edge silicon, it helps TSMC introduce new process technology ecosystems at a dizzying pace.
So yes, GF will skip 7nm and below and join the ranks of UMC, SMIC, TowerJazz etc… as a boutique foundry which can be quite profitable. In fact, with CMOS, FinFET, and the FD-SOI offerings, I would crown GF the King of the Foundry Boutiques!
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