Quote Originally Posted by mstp2009 View Post
Not to nit-pick, b/c I agree with what you are saying, but the "who" that GF could sign would be ARM customers. ARM chips are like grains of sand compared to desktop CPUs. They are everywhere, in everything.

Sign a big enough ARM design (say Qualcomm and cell phone products), and they could potentially load up the fab with no need for AMD.


Just speaking hypothetically, don't flame me for it.
No, you're totally correct, ARM could be a big customer for GF. One of the challenges in having someone like ARM is that on a "per wafer" basis, the revenue *could* be lower. But I don't know any GF details, I am not that close to manufactring operations to know.