[PCGames]AMD no longer has to pay millions in royalties to make 7nm CPUs and GPUs - Overclock.net - An Overclocking Community

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[PCGames]AMD no longer has to pay millions in royalties to make 7nm CPUs and GPUs

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post #1 of 11 (permalink) Old 01-30-2019, 10:26 PM - Thread Starter
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[PCGames]AMD no longer has to pay millions in royalties to make 7nm CPUs and GPUs

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Lisa Su confirmed the seventh amendment to its Wafer Supply Agreement with GlobalFoundries during its Q4 earnings call. That’s a pretty big deal for team red, too. It had been beholden to the WSA with GlobalFoundries ever since it divested its interest in the foundry, and it has always had to spend mountains of cash on royalties to bypass the agreement when required by its clients’ needs.

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Im pretty sure we all knew this was inevitable when GF announced they canned the 7nm process entirely and were scaling back on all R&D. AMD has to remain competitive, and to do that they need competitive nodes. This was easy leverage for AMD to use to get out of the wafer supply agreement completely for new products.

Everyone says that the main reason AMD uses 14nm for the IO chip in the new CPUs is the cost of 7nm. That may definitely be a big factor, but I bet it also had to do with negotiations here. AMD promising to keep some business at GF 14nm node for another year or two. Im guessing we will probably also see all the new chipsets the next couple years on GF 12nm/14nm?


Last edited by ryan92084; 01-31-2019 at 06:30 AM.
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post #2 of 11 (permalink) Old 01-31-2019, 04:54 AM
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You're likely right that the business part influenced the use of 14nm for the I/O, although yields definitely play a big factor as well, if not the biggest factor.

Anywhere that AMD can save money right now is a good thing. They can put it to good use, although it remains to be seen if they really will. I'd hate to see Global Foundries go down though.
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post #3 of 11 (permalink) Old 01-31-2019, 05:42 AM
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Definitely good for AMD although I do hope GF gets their act together eventually.

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post #4 of 11 (permalink) Old 01-31-2019, 05:42 AM
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Quote: Originally Posted by EniGma1987 View Post
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Im pretty sure we all knew this was inevitable when GF announced they canned the 7nm process entirely and were scaling back on all R&D. AMD has to remain competitive, and to do that they need competitive nodes. This was easy leverage for AMD to use to get out of the wafer supply agreement completely for new products.

Everyone says that the main reason AMD uses 14nm for the IO chip in the new CPUs is the cost of 7nm. That may definitely be a big factor, but I bet it also had to do with negotiations here. AMD promising to keep some business at GF 14nm node for another year or two. Im guessing we will probably also see all the new chipsets the next couple years on GF 12nm/14nm?
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post #5 of 11 (permalink) Old 01-31-2019, 05:57 AM
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12nm is fine for I/O, chipsets etc. Performance 7nm is good for computing and power efficient 7nm for mobile SoCs. Better yields and costs for I/O and chipsets on 12nm. Intel does the same spitting out 22nm chipsets right now isn't it.

GF never seems competitive enough in their developments. They announced long ago that they will now focus on making money now instead of chasing 10nm and lower nodes at all cost. Specializing their 12/14nm for customer needs and letting those fabs churn money out.
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post #6 of 11 (permalink) Old 01-31-2019, 06:32 AM
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Quote: Originally Posted by ku4eto View Post
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post #7 of 11 (permalink) Old 01-31-2019, 09:21 PM
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Hopefully, AMD can buy it back!

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post #8 of 11 (permalink) Old 01-31-2019, 11:28 PM
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Quote: Originally Posted by Gunderman456 View Post
Hopefully, AMD can buy it back!
With the level of performance GloFo had, that would be terrible move. They were the reason, why the Bulldozer sucked so bad initially AFAIK.

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post #9 of 11 (permalink) Old 01-31-2019, 11:36 PM
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Quote: Originally Posted by ku4eto View Post
They were the reason, why the Bulldozer sucked so bad initially AFAIK.
Bulldozer was finished before AMD finalized the spin off of their foundries.

Bulldozer development: 2006-2009
Steamroller development: 2009-2012

All of Bulldozer's flaws are from decisions made at AMD. 32nm PDSOI performed so well, AMD didn't need to fix those flaws.
Quote: Originally Posted by ku4eto View Post
With the level of performance GloFo had, that would be terrible move.
GlobalFoundries' internal nodes are generally better than shared/competitor nodes.
20LPM was faster than 20SOC/20LPP. (Contrary to popular opinion 20LPM != 20LPP, BEOL is the same but FEOL/MOL was not)
14XM/8.25T was faster than 14LPP/9T.
7LP/6T was as fast as TSMC's N7/7.5T.

If not the nodes themselves, GlobalFoundries leading edge has a pathetic amount of customers. So, if AMD didn't want it, then nobody wanted it. Playing to AMD, meant GlobalFoundries was always going to fail.

Leading edge cancellation comes from the lack of customers of 14LPP to support the roadmap. This is generally a given just look at the net income, all losses. AMD by itself would never keep GlobalFoundries afloat. AMD and IBM would not have the money to pay off Mubadala.


Last edited by Seronx; 02-01-2019 at 01:23 AM.
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post #10 of 11 (permalink) Old 02-01-2019, 09:03 AM - Thread Starter
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Quote: Originally Posted by Seronx View Post
32nm PDSOI performed so well, AMD didn't need to fix those flaws.
Not initially. It was a very leaky pos node that took a year of tweaking to become any good. Towards the end of AMD's use of it though, it was an extremely good node

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