Quote Originally Posted by JF-AMD View Post
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.
You indirectly admitted with that statement that there are risks in the Fab-Light strategy.

As the analyst wrote on eetimes that I quoted in my earlier post, not everybody could be a FAB's No.1 customer.

It is not too far fetched to assume a future situation, where GF has to choose to invest in either a SHP (super high performance) SOI process or a HP bulk process first.

If they choose the HP process and AMD is still using SOI, then AMDs process gap to intel will increase even more ...

I hope that this will never be the case, because GF is now starting to be a big FAB company with many employees; thus they should have sufficient personnel to work in parallel on both approaches ... but who knows.

I hope AMD will sell lots of CPUs to remain GF's No.1 customer ;-)

cheers

O.