Globalfoundries Global Technology Conference 2020 Sets ...

1-ranked tech analyst Patrick Moorhead gives his take on GTC 2020. BETAThisisaBETAexperience.Youmayopt-outby clickinghereMoreFromForbesDec17,2021,12:42pmESTEstoniaGovernmentCTO:OpenDataIsNoFreeLunchDec16,2021,04:42pmESTPureStorageElevatesFlashArrayToStorage’sTopTierDec16,2021,03:28pmESTAsMeta’sDatacenter’sNeedsChange,TheCompanyWillDiversifyItsApproachToSiliconDec16,2021,10:21amESTThe$10BillionJamesWebSpaceTelescopeIsOurNewTimeMachineDec15,2021,08:39amESTCloudWatching,NewBarometersToWeatherTheObservabilityStormDec14,2021,01:06pmESTCatchingUpOnCloudInfrastructureStartupsAfterTheHashiCorpIPODec14,2021,11:30amESTCybersecurityGiftsThatGiveAllYearDec13,2021,12:00pmESTMediaTek’sFlagshipDimensity9000SoCIsn’tTheCompany’sOnlyInterestingNewChipDec13,2021,09:09amESTArmisStrivesToBeThe‘GoogleMaps’ForProtectingYourTechnologyEditStorySep29,2020,02:26pmEDT|GlobalfoundriesGlobalTechnologyConference2020SetsTheStageForGrowthPatrickMoorheadSeniorContributorOpinionsexpressedbyForbesContributorsaretheirown.CloudIwriteaboutdisruptivecompanies,technologiesandusagemodels.SharetoFacebookSharetoTwitterSharetoLinkedin GlobalfoundriesGlobalTechnologyConference2020 GlobalFoundries Everyyear,GlobalfoundriesmakesaseriesofbigannouncementsatitsannualGlobalTechnologyConferenceknownasGF(shortforGlobalfoundries)GTC.ThisyearGlobalfoundriesheldGFGTCNorthAmerica2020virtually;likemanyothers,we’vegrownaccustomedtoattendingvirtuallyinplaceofbeingtherein-personduetoCOVID.Globalfoundriestookaslightlydifferentanglewithitsvirtualconferencebycreatingavirtualconferencefloorwithexhibitorbannersandvirtualbooths.IlikethatGlobalfoundriestriedtomakeGTCseemlikeitwasstillhappeninginSanFranciscoandthatyouweremerelytuninginfromafar.Evenso,speakerslikeARM’sCEOSimonSegarsandQualcomm’sCEOSteveMollenkopfpackedtheconference’smainhallmorningspeakerlineup.AbigthemeofGF’sGTCandsomethingthecompanyhasbeenpreachingforafewyearsnowisthatitisadifferentiatedfoundryandonethatbuildsproductsthatcustomersneedandnotjustforthesakeofhavingthelatestnode. 22FDX+follow-upto$4.5Brevenue22FDX OneofthemostsignificantupdatesoutofGFGTC2020wasthenew22FDX+platform,anupdatetothepopular22FDXprocess,whichmanyofGlobalfoundries’customersalreadyuse.Globalfoundriessaysthat22FDXissopopularthatitalonehasgenerated$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,startingwithits55nmplatformand28HVisthe3rdgenerationofGF’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. MOREFORYOUWesternDigital’sJourneyToBuildBusinessResiliencyThroughCloudAndERPTransformationAmazonClimatePledge:TwoYearsInAndGoingStrongMicrosoftTakesFirstStepsToFinallyKillThePassword 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. Followmeon Twitter or LinkedIn. Checkout my website or someofmyotherwork here. Note:MoorInsights&Strategywritersandeditorsmayhavecontributedtothisarticle. Disclosure:MoorInsights&Strategy,likeallresearchandanalystfirms,providesorhasprovidedpaidresearch,analysis,advising,orconsultingtomanyhigh-techcompaniesintheindustry,including8x8,AdvancedMicroDevices,Amazon,AppliedMicro,ARM,ArubaNetworks,AT&T,AWS,A-10Strategies, Bitfusion,Blaize,Calix,CiscoSystems,ClearSoftware,Cloudera, Clumio,CognitiveSystems,CompuCom,Dell,DellEMC,DellTechnologies,DiabloTechnologies,DigitalOptics, Dreamchain,Echelon,Ericsson,ExtremeNetworks,Flex,Foxconn,Frame,Fujitsu,GenZConsortium,GlueNetworks,GlobalFoundries,Google(Nest-Revolve),GoogleCloud,HPInc.,HewlettPackardEnterprise,Honeywell,HuaweiTechnologies,IBM,IonVR, Inseego,Intel,Interdigital,JabilCircuit,KonicaMinolta,LatticeSemiconductor,Lenovo,LinuxFoundation, MapBox, Mavenir,MarseilleInc,MayfairEquity,Meraki(Cisco), Mesophere,Microsoft,MojoNetworks,NationalInstruments,NetApp,Nightwatch,NOKIA(Alcatel-Lucent),Nortek, Novumind,NVIDIA,ONSemiconductor,ONUG,OpenStackFoundation,Oracle,Poly,Panasas, Peraso,Pexip,Pixelworks,PlumeDesign, Portworx,PureStorage,Qualcomm,Rackspace,Rambus, Rayvolt E-Bikes,RedHat, Residio,SamsungElectronics,SAP,SAS,ScaleComputing,SchneiderElectric,SilverPeak,SONY, Springpath,Spirent,Splunk,Sprint,StratusTechnologies,Symantec,Synaptics,Syniverse,Synopsys,Tanium,TEConnectivity, TensTorrent, Tobii Technology,Twitter,UnityTechnologies,UiPath,VerizonCommunications, Vidyo,VMware,WaveComputing, Wellsmith,Xilinx,Zebra, Zededa,andZohowhichmaybecitedinthisarticlePatrickMoorheadPrintReprints&Permissions