Taipei, Thursday, April 2, 2015 06:35 (GMT+8)
partly cloudy
Taipei
22°C
Globalfoundries quietly becoming a threat to competitors
Jessie Shen, DIGITIMES, Taipei [Monday 1 April 2013]

While market outlets pay close attention to Samsung Electronics' rise and Intel's entry - both a threat to Taiwan Semiconductor Manufacturing Company (TSMC), Globalfoundries has quietly been making strong progress in manufacturing technologies and capabilities.

Globalfoundries was named by IC Insights a top performer in the 2012 semiconductor industry, along with fabless chip giant Qualcomm. According to the research firm in its new report, Globalfoundries enjoyed a 31% revenue increase in 2012, driven by "its success in attracting new IC foundry customers (e.g., STMicroelectronics, Freescale, Qualcomm, etc.)."

Globalfoundries recently reached a deal to buy more than 1,000 sets of production equipment installed at the 12-inch wafer fab of Taiwan-based ProMOS Technologies - a DRAM maker looking to go fabless. ProMOS also disclosed that they are in talks to transfer the whole 12-inch plant as well as the existing employees stationed at the facility, raising speculation that the US foundry might have Taiwan a base for regional operations.

A number of fabless companies specializing in IC parts, such as application processors, panel driver ICs, touchscreen controllers and consumer IC solutions, are headquartered in Taiwan. It is already being rumored that Globalfoundries has landed 28nm chip orders from MediaTek, which contracts TSMC and UMC to manufacture its smartphone solutions.

In addition, Globalfoundries has laid out a roadmap for 2014 that includes 3D FinFET transistors at the 14nm process - a move to keep up with TSMC and also technology leader Intel.

Globalfoundries in a June 2012 Digitimes report said that it would unseat UMC as the world's second-largest pure-play semiconductor foundry in 2012, and aims for global leadership position among contract chipmakers, and the first goal already achieved.

2015 global AP market forecast and vendor analysis
Wireless broadband developments in Southeast Asia markets
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.