AMD and GlobalFoundries Update Wafer Supply Agreement: Orders Through 2024, Now Non-Exclusive (Anandtech)


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AMD and GlobalFoundries Update Wafer Supply Agreement: Orders Through 2024, Now Non-Exclusive (Anandtech)

In a brief Securities and Exchange Commission Form 8-K filing, AMD this afternoon has revealed that it has once again amended its wafer supply agreement with US fab (and AMD fab spin-off) GlobalFoundries. Under the terms of the amended seventh amendment, AMD will see out its existing commitment to use GlobalFoundries through 2024, with the latest amendment setting purchase targets for 2022, 2023, and 2024. Beyond those new targets, however, the agreement releases AMD from all further exclusivity commitments to GlobalFoundries. AMD is now free to use any fab on any process node that it wants. ....................
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Vice Admiral Special
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es schreibt sich Anandtech

Man sollte meinen AMD und GloFo würden dazu eine ordentliche Pressemitteilung machen. Es gab wohl nur die Börsenmitteilung:
Item 1.01 Entry into a Material Definitive Agreement

Amended and Restated Seventh Amendment to the Wafer Supply Agreement

On May 13, 2021, Advanced Micro Devices, Inc. (the “Company”) entered into an amended seventh amendment (the “A&R Seventh Amendment”) to the Wafer Supply Agreement with GLOBALFOUNDRIES Inc. (“GF”) to extend GF’s capacity commitment and wafer pricing to the Company under the backdrop of the current global supply environment. The terms of the previous seventh amendment to the Wafer Supply Agreement required the parties to mutually agree on annual wafer purchase targets and wafer pricing beyond 2021.

The A&R Seventh Amendment modifies certain terms of the Wafer Supply Agreement applicable to wafer purchases at the 12 nm and 14 nm technology nodes by the Company for the period commencing on May 12, 2021 and continuing through December 31, 2024. Specifically, GF agreed to a minimum annual capacity allocation to the Company for years 2022, 2023 and 2024. The A&R Seventh Amendment also removes all prior exclusivity commitments and provides the Company with full flexibility to contract with any wafer foundry with respect to all products manufactured at any technology node.

Further, the Company and GF agreed to pricing and new annual wafer purchase targets for years 2022, 2023 and 2024, and the Company agreed to pre-pay GF certain amounts for those wafers in 2022 and 2023. If the Company does not meet the annual wafer purchase target for any of these years, the Company will be required to pay to GF a portion of the difference between the actual wafer purchases and the wafer purchase target for that year. The Company currently estimates that it will purchase approximately $1.6 billion of wafers from GF for years 2022 to 2024 under the A&R Seventh Amendment.

The foregoing description is not complete and is qualified in its entirety by reference to the A&R Seventh Amendment, a copy of which will be filed with a Quarterly Report on Form 10-Q.

Die Einigung gibt AMD nicht nur Freiheit bei anderen Fabs grössere Fertigungsstrukturen als 7nm zu bestellen sondern sichert AMD auch feste Volumen der GF Kapazitäten bis 2024 zu.
Vermutlich will AMD auch die kommenden Jahre IO Chiplets oder Chipsets bei GloFo fertigen lassen, auch FPGA könnten dort möglich werden.


Grand Admiral Special
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Geht man von 4.000$/Wafer aus (vermutlich billiger), dann wären das 11.111 Wafer/Monat 2022-24.
Erhält man etwas 300 Rohdice (bei gut 200sqmm), wären das dann >2.2 Mio/Monat, oder etwa 13,3$/Die
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