As I mentioned in my previous post (http://mycroeconomics.blogspot.com/2009/07/if-you-are-shareholders-of-chartered.html), Globalfoundries was to announce its first non-AMD customer. And the answer is ... STMicroelectronics.
Globalfoundries does not need to be successful to create harm to Chartered. Its sheer existence will bring the burdens described in previous posting.
Furthermore, Globalfoundries announced that they will produce STMicro product based on 40nm (lower better) Low Power technology in 2010, while Chartered is currently at 65nm. Looks like Chartered would be lagging behind the technology race.
# Quote - Globalfoundries Press Release 29/Jul/2009 #
SUNNYVALE, CA – July 29, 2009 – GLOBALFOUNDRIES today announced a strategic customer relationship with STMicroelectronics (NYSE: STM). One of the world’s leading suppliers of semiconductor solutions, ST will partner with GLOBALFOUNDRIES to produce products based on 40nm Low Power (LP) bulk silicon technology. The 40nm LP process is ideal for the next generation of wireless applications, handheld devices, and consumer electronics, which require excellent performance and long battery life. First tape out and production of ST products by GLOBALFOUNDRIES is planned to start in 2010.
# Quote - Chartered Semicon Press Release 13/Jul/2009 #
SINGAPORE - July 13, 2009 - Chartered Semiconductor Manufacturing (Nasdaq: CHRT and SGX-ST: CHARTEREDSC), one of the world's top dedicated foundries, today announced the general availability of an enhanced version of its 65-nanometer (nm) low-power (LP) process, called 65nm LPe. The 65nm LPe process utilizes innovative leakage-reduction techniques to significantly improve system-on-chip (SoC) standby power consumption by up to 50 percent. The result is a lower-power process especially suited for battery-operated and cost-sensitive mobile applications that require active standby conditions, such as mobile handsets, multimedia players or personal internet devices. The process is also supported by a robust range of IP specifically optimized for the lower leakage capabilities.
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