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Thanks to Marc from HFR for the info !
UPDATE12/31/2014 :
Global Foundries Says on Track with 14-Nano Chip Tech - BlogBarrons
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Robert Maire Original Blogpost
SemiWiki Article
Robert Maire on GF answer :
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SourceLongtime semiconductor equipment observer Robert Maire of Semiwatch this morning warns that tool makers could be hurt in Q1 because contract chip maker Global Foundries is diverting shipments of equipment to make chips at 14 nanometer dimensions to a warehouse.
"We have confirmed through numerous sources that over the last two weeks Global Foundries has stopped deliveries of tools for 14nm to its fab and instead is having the tools housed at a nearby warehouse," writes Maire.
"We hear that tool makers are told that the fab facilities are not ready and it sounds like a one to two quarter delay," writes Maire. "Some tool makers are speculating that the delay could also be related to financial issues or yield issues or a host of other odd rumors."
Maire opines this may hurt Samsung Electronics (005930KS) in its bid to win back Apple's chip business in 2015. he thinks "part of the pitch to Apple by Samsung was the availability of an independent, US based supplier." That means Taiwan Semiconductor Manufacturing (TSM) may hold onto Apple's business longer, thinks Maire.
Thanks to Marc from HFR for the info !
UPDATE12/31/2014 :
Global Foundries Says on Track with 14-Nano Chip Tech - BlogBarrons
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Notable Links :Global spokesperson Jason Gorss wrote in an email that Global's use of its tools remains business as usual:
Our 14nm plan has not changed. A key part of the strategy is to order tools ahead of facility readiness to enable the fastest possible ramp. Due to the large number of tools coming in, we have our vendors stage these tools at a nearby warehouse to facilitate a fast install. This logistical move is in no way related to yield challenges or a delay in our technology ramp and is, in fact, quite the opposite. Our Fab 8 ramp is on track and we have yielding customer product on our 14nm technology.
Robert Maire Original Blogpost
SemiWiki Article
Robert Maire on GF answer :
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I am not mistaken...
I have checked my facts with numerous tool makers...
Global Foundries admitted they are warehousing tools today....
They asked tool vendors for modified terms for what sounds like 1-2 quarters of potential delay.
They put out a carefully "spun" statement that doesn't say wether they are delayed or not .....
Tool vendors were only told of this in the last two weeks as a surprise that they were not happy with ....sounds unplanned given that tools have been on order for a long time with a last minute change to a holding pattern at a warehouse
I it quacks like a duck and waddles like a duck....its probably a duck