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> (I'm not sure how independent GF really is - is it conceivable for Nvidia to work with GF?)

AMD just gave up their stake in GlobalFoundries, so I'm assuming so.



I would only add that they gave up their stake after issues with yield for Bulldozer and their Llano platform which is a generation behind at 32nm -- if NVIDIA wanted to play nice with GF at 22nm, I don't know how that would happen.

At the absolute cutting edge I think there are only 2 or 3 companies on the planet stamping hardware at that level; Intel being 1 of them, TSMC being another and I am sure IBM is in there somewhere (does IBM have its own foundries? Given their PowerPC history and then the Cell processor I assumed so, but maybe all that production was external?)


Yes, IBM has fabs that are similar to GF.




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