Globalfoundries Global Technology Conference 2020 Sets ...

This year Globalfoundries held GF GTC North America 2020 virtually; ... million units of its new 28HV process, shipping in volume production since Q4 2019. Skiptocontent GlobalfoundriesGlobalTechnologyConference2020 GLOBALFOUNDRIES Everyyear,GlobalfoundriesmakesaseriesofbigannouncementsatitsannualGlobalTechnologyConferenceknownasGF(shortforGlobalfoundries)GTC.ThisyearGlobalfoundriesheld GFGTCNorthAmerica2020virtually;likemanyothers,we’vegrownaccustomedtoattendingvirtuallyinplaceofbeingtherein-personduetoCOVID.Globalfoundriestookaslightlydifferentanglewithitsvirtualconferencebycreatingavirtualconferencefloorwithexhibitorbannersandvirtualbooths.IlikethatGlobalfoundriestriedtomakeGTCseemlikeitwasstillhappeninginSanFranciscoandthatyouweremerelytuninginfromafar.Evenso,speakerslikeARM’sCEOSimonSegarsandQualcomm’sCEOSteveMollenkopfpackedtheconference’smainhallmorningspeakerlineup.AbigthemeofGF’sGTCandsomethingthecompanyhasbeenpreachingforafewyearsnowisthatitisadifferentiatedfoundryandonethatbuildsproductsthatcustomersneedandnotjustforthesakeofhavingthelatestnode. 22FDX+follow-upto$4.5Brevenue22FDX OneofthemostsignificantupdatesoutofGFGTC2020wasthenew22FDX+platform,anupdatetothepopular22FDXprocess,whichmanyofGlobalfoundries’customersalreadyuse.Globalfoundriessaysthat 22FDXissopopular thatitalonehasgenerated$4.5billionindesignwins,withmorethan350millionchipsshippedworldwide.22FDXisa22nmprocessusingFD-SOI(fullydepletedsilicononinsulator)thatdelivershighperformanceatlowpowerandcost.Muchlike22FDX,22FDX+targetstheIoT,5G,automotive,andsatellitemarketsandcontinuestoserveGlobalfoundries’customerswithabroadersetoffeatures.ThefirstspecialtysolutionthatwillutilizeGF’s22FDX+processis22FDXRF+,includingdigitalandRFenhancements.Globaldfoundrieshasdesigned22FDXRF+toboostfront-endmodule(FEM)performance,aligningwithGF’sRFleadership.Globalfoundriessaysthat22FDXRF+willbeavailableinQ12021,andmanufacturingwillhappenatits300mmproductionlineatFab1inDresden,Germany. GlobalfoundriesGlobalTechnologyConference2020 GLOBALFOUNDRIES OLEDdisplaydriversdetailed Inadditionto22FDX+,Globalfoundriesgavesomemoreupdatesonitsnew28HVsolutionforOLEDdisplaydrivers.Globalfoundriessaysthatitscustomershavealreadyshipped75millionunitsofitsnew28HVprocess,shippinginvolumeproductionsinceQ42019.Globalfoundrieshasoptimized28HVforhigh-voltageusingthe28nmprocessnode.Itisalsotheonlypure-playfoundrytodayon28nmfordisplayapplications,givingGF’scustomersauniqueadvantage.GlobalfoundriesstartedbuildingproductsfortheOLEDmarket,startingwithits55nmplatformand28HVisthe3rd generationofGF’seffortsinthespace.Globalfoundriessaysthatithasalreadyshippedover135milliontotalunitsofits55nmand40nmOLEDdisplaydriversolutions,thepredecessorsto28HV.GlobalfoundriessaysthatseveralecosystempartnersareapproachingqualificationofIPenhancementstothe28HVprocessdesignkit,whichshouldprovidedesignerswithanevenmoreefficientdesignandfastertimetomarketwith28HV.Globalfoundriesmanufacturesits28HVsolutionatGF’s300mmproductionlineatFab1inDresden,Germany. MovanoandMentoralliances Globalfoundriesalsoannouncedafewsignificantpartnershipstofurtheritspositionasaleaderinthesemiconductormarket.ThefirstpartnershipiswithMovano,ahealth-focusedtechnologycompanycreatingawearable,non-invasivecontinuousglucosemonitoringsystem.MovanousesapatentedRFsensorplatformusingGlobalfoundries22FDXsolutiontocapturerelevantdatafromtheuser’sbodytogetanaccuratebloodglucosereadingwithoutpenetratingtheskin.InadditiontotheimpressiveMovanopartnership,GlobalfoundriesalsoannouncedanewcollaborationwithMentortolaunchanewsemiconductorverificationsolution.Mentorisoneoftheworld’sleadingsemiconductorverificationvendorstodayandhasdecadesofexperienceinthespaceandisalong-timeclosepartnerofGlobalfoundries.IcanrememberseeingMentoratGlobalfoundries’secondGTCbackin2011.MentorispartneringwithGlobalfoundriestolaunchanewsemiconductorverificationsolutionembeddedwithGlobalfoundries’callingadvancedmachinelearningcapabilities.Thenewdesignformanufacturability(DFM)kitleveragesmachinelearningtoacceleratedesigningforGF’supcoming12LP+platformandmaydeliveramoreefficientexperienceandfastertimetomarket.ThisnewDFMkitisanupdatetotheprocessdesignkit(PDK)forGF’s12LP+,aprocessoptimizedforAItrainingandinferenceapplications,andisreadyforproductionatGF’sFab8inMalta,NewYork.GlobalfoundriesexpectsthenewML-enhancedDFMsolutionwillrolloutinboththe12LPand22FDXPDKsinQ42020. GFSHIELDsecurity LastbutcertainlynotleastisasecurityannouncementfromGlobalfoundriescalledGFSHIELD,aprogramdesignedtosafeguardcustomerdataandIPfurther.BecauseGlobalfoundriesisanAmericanfabwithpredominantlyAmericancustomerswithmanydefenseandaerospacecustomers,thecompanyisextendingitssecuritymeasureforthosecustomerstoallcustomers.GlobalfoundrieshasalreadydeployedGFSHIELDcompany-wideamongall16,000employeesandhasrigorouslytrainedthemtomeettheGFSHIELDsecurityprotocols.GFSHIELDitselfincorporatesITsecurity,productsecurity,operationalsecurity,andcybersecurityineverystepofthecustomerexperiencefrominitialmeetingthroughfabricationanddeliveryandevenscrapdisposal.Eversincesemiconductorsbecameanationalsecurityconcern,therehasbeenanincreasedfocusonsemiconductorsecurity. Wrappingup Globalfoundriescontinuestoexecuteitspromisetobeadifferentiatedfoundrythatdeliverssolutionsthatcustomersbothneedtodayandwantinthefuture.WhileGlobalfoundriesmaynolongerbeaplayerinthebleedingedgeprocessnodes,thereisnobusinessshortageforthecompanyindeliveringpreciselytherightspecializedprocesstooptimizeforperformanceandcost. Thecompanyhasshownthatits22FDXisincrediblypopularandwillbuildonthatpopularitywith22FDX+and22FDXRF+.Globalfoundries’leadershipinRFislikelytocontinueas5Gcontinuestogrow,andtheneedforintegratedFEMsincreases.Also,asthedemandforOLEDdisplayscontinuestogrow,therewillbemoredemandforthecompany’s28HVsolutiontopowerthosedisplaysfromphonestoVRheadsetsandevenautomobiles.GlobalfoundriespartnershipswithMentorandMovanoalsoshowitswillingnesstogrowitscustomerbaseandsimplifyadoptingitsuniqueprocessesmoreaccessiblethaneverbefore.ThecompanyalsoindicatesthatittakessecurityveryseriouslyandintendstodeliverthehighestIPanddatasecuritylevelthroughitsnewGFSHIELDprogram.IbelievethatGlobalfoundrieshasdoneanexceptionaljobofshowinghowitisapproachingthefoundrybusinessdifferentlyfromitscompetitorsandhowthathasbecomeawinningformulaatGFGTC2020NorthAmerica.Thecompanyissettingitselfupquitenicelyasitgetsreadyforitspublicoffering. Note:ThisblogcontainssignificantcontributionsbyMoorInsights&StrategysenioranalystAnshelSag. 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