qubit Everyone writes it as "GlobalFoundries", but the company writes GLOBALFOUNDRIES everywhere on its website, which I think is pretentious and looks stupid.



I'm glad that AMD made the right strategic move here. I wonder if it would be good for Intel too, or is there some advantage for them keeping it in-house?

Well it depends as There are pros and cons in having anything done inhouse vs "outsourcing". Pros are optimizing the fab process to be a perfect fit for the type of processors you intend to build(low power, high power, clockspeed etc) and having better fine control and quality control over the process which could lead to better overall performance. on the downside/cons it is more expensive and challenging to manage because it adds another big division/department in the company. With intels business model, revenue, and market share, it is doable as it can sustain the fabs. Moving forward however lets for example assume amd picks up considerable market share at the expense of intel then it might be a no brainer to spin off the fabs as intels fabs are not a revenue generator and are rather an operating cost which would thin out their profits; especially at the current rate of how increasingly expensive fab development amd operations has become. Another option they would have ofcourse is to adjust their business model to turn their fabs into a revenue generating division where its run as a normal foundry that contracts customers, which we have been hearing about for years with few contracts here and there, Although with little impact so far and much competition in that segment. This move would also fragment intel and is operationally even more challenging to operate than they are today.