TechTechPotato | [30] I asked GlobalFoundries' CEO about those EUV machines and 7nm @TechTechPotato | Uploaded 10 months ago | Updated 45 minutes ago
Speaking with Tom Caulfield, CEO of GlobalFoundries, about how the company is navigating the industry in new AI world, what it's doing with AI, and where those EUV machines went that they used to have.
[00:00] GTS 2023
[00:34] How's Business?
[01:25] What are 'essential chips'?
[02:30] What portion of the market is essential chips?
[03:45] What are GF's expansion plans?
[06:37] How does the Chips Act affect build out?
[07:50] What is GlobalFoundries' R&D?
[09:44] Any R&D that makes you feel warm and fuzzy?
[10:49] Are we currently meeting demand with supply?
[13:00] What part does GF play in Machine Learning?
[15:26] What should people know about GF?
[16:40] What happened to those EUV machines?
[17:11] Where is 12FDX?
[17:40] Why was the recent announcement in Malaysia, not Singapore?
[18:30] Can we scale analog?
[19:02] Photonics down to 22nm or 12nm?
[19:24] When will GF be the number foundry?
[19:50] Anything going on with Intel?
-----------------------
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Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #globalfoundries #essential
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent.
Speaking with Tom Caulfield, CEO of GlobalFoundries, about how the company is navigating the industry in new AI world, what it's doing with AI, and where those EUV machines went that they used to have.
[00:00] GTS 2023
[00:34] How's Business?
[01:25] What are 'essential chips'?
[02:30] What portion of the market is essential chips?
[03:45] What are GF's expansion plans?
[06:37] How does the Chips Act affect build out?
[07:50] What is GlobalFoundries' R&D?
[09:44] Any R&D that makes you feel warm and fuzzy?
[10:49] Are we currently meeting demand with supply?
[13:00] What part does GF play in Machine Learning?
[15:26] What should people know about GF?
[16:40] What happened to those EUV machines?
[17:11] Where is 12FDX?
[17:40] Why was the recent announcement in Malaysia, not Singapore?
[18:30] Can we scale analog?
[19:02] Photonics down to 22nm or 12nm?
[19:24] When will GF be the number foundry?
[19:50] Anything going on with Intel?
-----------------------
Need POTATO merch? There's a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #globalfoundries #essential
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent.
![[30] I asked GlobalFoundries CEO about those EUV machines and 7nm](https://i.ytimg.com/vi/vUQ6Wizhbpo/hqdefault.jpg "[30] I asked GlobalFoundries CEO about those EUV machines and 7nm
Speaking with Tom Caulfield, CEO of GlobalFoundries, about how the company is navigating the industry in new AI world, what its doing with AI, and where those EUV machines went that they used to have.
[00:00] GTS 2023
[00:34] Hows Business?
[01:25] What are essential chips?
[02:30] What portion of the market is essential chips?
[03:45] What are GFs expansion plans?
[06:37] How does the Chips Act affect build out?
[07:50] What is GlobalFoundries R&D?
[09:44] Any R&D that makes you feel warm and fuzzy?
[10:49] Are we currently meeting demand with supply?
[13:00] What part does GF play in Machine Learning?
[15:26] What should people know about GF?
[16:40] What happened to those EUV machines?
[17:11] Where is 12FDX?
[17:40] Why was the recent announcement in Malaysia, not Singapore?
[18:30] Can we scale analog?
[19:02] Photonics down to 22nm or 12nm?
[19:24] When will GF be the number foundry?
[19:50] Anything going on with Intel?
Need POTATO merch? Theres a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #globalfoundries #essential
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent.")
