Global Foundries and Apple

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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jets911

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Global Foundries and Apple

posted on Jul 17, 2014 07:34AM

Interesting piece extracted from Seeking Alpha

Samsung and/or GLOBALFOUNDRIES seem to be the winners
If Taiwan Semiconductor isn't building the 2015 iPhone processor, then unless Intel (NASDAQ:INTC ) is the stealth supplier of the A9 (which seems unlikely), Samsung, GLOBALFOUNDRIES (using the Samsung-developed 14-nanometer process), or both will supply the chips there.

Interestingly enough, Samsung is Apple's most powerful competitor, and it seems unlikely that Apple would be keen to enable Samsung. However, if Samsung is delivering wafers at more competitive prices and/or on a more competitive timeline, then Apple really has no choice.

It is likely that Apple will want to build as much as it can at GLOBALFOUNDRIES, which is not a direct competitor to Apple, but given that GLOBALFOUNDRIES doesn't quite have the track record that Samsung does, Apple may ultimately end up sourcing from both.

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