TSMC reiterated that it will be ready with a 28 nanometer manufacturing process by Q4 2011. The semiconductor company handles manufacturing of graphics processors for both AMD and NVIDIA. After the current 40 nm process, 32 nm, the next milestone process, was canceled for GPU makers to leap to 28 nm, this caused the foundry transition to the next process to take longer than usual. The current 40 nm process already seems to be saturated by GPUs with over 3 billion transistors, which are barely able to maintain acceptable thermal specs without using some sort of power-load throttling mechanism.

TSMC Chairman and CEO, Morris Chang, confirmed that tape-outs will be starting as early as in Q3, and production of 28 nm chips will start in Q4. Chang expects that up to 3% of TSMC's revenues will be made from 28 nm chips by the end of the year. "We plan to have around 2% or 3% of our total revenue in the fourth quarter [to] be 28nm. The tape-outs of the 28-nanaometer will start to ramp in the second half, starting in the third quarter and then more in the fourth quarter. But the real momentum [for 28nm], we believe, will be next year," Chang said. Apart from GPUs, the 28 nm process will also benefit ARM processors, with multi-core ARM chips clocked at 3 GHz being on cards. The 28 nm bulk process will also dish out AMD's next generation accelerated processing units (APUs).

Prospects are looking brighter by the day for GlobalFoundries, as the firm is reportedly in talks with Toshiba to strike a chip foundry partner deal. The deal will give GlobalFoundries contract to manufacture any or many of the plethora of chips Toshiba uses in computer hardware and consumer electronics. On GlobalFoundries' side, Doug Grose, chief executive officer of the American foundry, told Nikkei that the two firms are in the final stages of negotiations.

"We had been considering outsourcing production to Samsung Electronics Co and GlobalFoundries since last year," said a Toshiba official. With this deal, Toshiba is looking for 28 nm and 40 nm class manufacturing, thereby cutting a chunk of its R&D, and making its engineers focus on chip design. Parallel to this, a deal with Samsung will allow the Korean electronics giant to manufacture low-cost image-processing chips, while GlobalFoundries manufactures products with the latest-technologies.

AMD is just about complete with its top-to-bottom lineup of DirectX 11 compliant GPUs, whose series is codenamed Evergreen. Under this, the company has a GPU and its derivative targeted at almost every price point, from the entry-level Radeon HD 5450, to the fastest graphics card - Radeon HD 5970. With the onset of NVIDIA's first current-generation GPU codenamed Fermi, NVIDIA might attempt to reclaim the performance crown, and infuse competition in the higher-end segment. Currently there's no news of lower-end derivatives of Fermi.

Probably in response to Fermi, AMD is readying a new GPU architecture slated for release within this calendar year, in the second half. "We are ramping the ATI Radeon HD 5000 series now and look forward to refreshing the entire lineup in the second half of next year," said Dirk Meyer, chief executive officer of AMD, during quarterly conference call with financial analysts. His reference to "next year" was of next fiscal year (FY 2010), in context of him speaking at a quarterly conference call with financial analysts for FY 2009. The new series of GPUs is codenamed "Northern Islands". At this point in time, nothing much is known about the new GPU series. TSMC, AMD's main foundry partner for GPUs and motherboard chipsets, earlier claimed that it will be ready with a 28 nm production node by the end of this year. Whether the new GPU series makes use of the new fab technology is anybody's guess.

TSMC, one of the world's major semiconductor foundries, said that it has resolved all issues pertaining to proper yields of chips built on the 40 nanometre node. During a company event on the 19th, Mark Liu, Senior VP of Operations, said that the quality of production on the 40 nm node is almost on par with the 65 nm one. Liu stated that the chamber matching problems that had impacted yield rates for the company's 40nm node have been resolved.

TSMC caters to graphics processor giants NVIDIA and AMD, with both having designs of 40 nm performance graphics processors with multi-billion transistor counts. AMD has been selling 40 nm GPUs made by TSMC since its previous generation ATI Radeon HD 4770, it currently makes all its Radeon HD 5000 series GPUs on the node. NVIDIA is poised to release its first billion transistor 40 nm GPU, the GF100, in its consumer GeForce brand later this quarter.

In addition to this, TSMC has just finished building a new factory at the Hsinchu Science Park (HSP), Taiwan, part of its Fab 12. The new facility will be able to commence volume production of 28 nm products as early as by Q3 2010.

ARM and GLOBALFOUNDRIES today announces a long-term strategic relationship to provide their mutual customers with an innovative SoC enablement program. To support the long-term relationship, GLOBALFOUNDRIES and ARM have signed a broad agreement on processor implementation and circuit optimization to provide mutual customers with a robust enablement program geared towards next-generation applications.

The SoC enablement program, built around a full suite of ARM Physical IP, Fabric IP and Processor IP, will deliver customers unparalleled design flexibility on GLOBALFOUNDRIES' most advanced HKMG semiconductor manufacturing capabilities. The collaborative efforts of the partnership will initially focus on enabling SoC products which use the low power and high performance ARM Cortex -A9 processor on GLOBALFOUNDRIES 28nm HKMG process. The characteristics of GLOBALFOUNDRIES 28nm "Gate First" HKMG technology is optimized for high performance processing with minimal leakage making it an ideal choice for advanced mobile solutions.

As the semiconductor industry begins its transition to the next technology node, GLOBALFOUNDRIES is on track to take its position as the foundry technology leader. On October 1 at the Global Semiconductor Alliance Emerging Opportunities Expo & Conference in Santa Clara, Calif., GLOBALFOUNDRIES (Booth 321) will provide the latest details on its technology roadmap for the 32nm/28nm generations and its innovative "Gate First" approach to building transistors based on High-K Metal Gate (HKMG) technology.

"With each new technology generation, semiconductor foundries are increasingly challenged with the economics to sustain R&D and the know-how to bring these technologies to market in high-volume," said Len Jelinek, director and chief analyst, iSuppli. "With a heritage of rapidly ramping leading-edge technologies to high volumes at mature yields, combined with aggressive investments in capacity and technology, GLOBALFOUNDRIES is uniquely-positioned to challenge for next-generation foundry leadership."

Taiwan Semiconductor Manufacturing Company, Ltd. has become the first foundry not only to achieve 28 nm functional 64 Mb SRAM yield, but also to achieve it across all three 28 nm nodes.

"Achieving 64 Mb SRAM yield across all three 28 nm process nodes is striking. It is particularly noteworthy because this achievement demonstrates the manufacturing benefits of the gate-last approach that we developed for the two TSMC 28 nm high-k metal gate processes," explained Dr. Jack Sun, vice president, Research and Development at TSMC.

"This accomplishment underscores TSMC's process technology capability and value in 28 nm. It shows TSMC is not only able to extend conventional SiON technology to 28 nm, but is also able to deliver the right 28 nm HKMG technology at the same time," explained Dr. Mark Liu, senior vice president, Advanced Technology Business at TSMC.

GLOBALFOUNDRIES today announced it officially broke ground on the construction of Fab 2, a new semiconductor manufacturing facility located at the Luther Forest Technology Campus in Saratoga County, New York. Once completed, Fab 2 will stand as the most technologically advanced semiconductor manufacturing facility, or fab, in the world and the largest leading-edge semiconductor foundry in the United States. The construction and ramp-up phases for the new $4.2 billion facility are expected to take approximately three years to complete, with volume production expected in 2012.

"Semiconductors are the building blocks of technology innovation and are present in everything from mobile phones to kitchen appliances and solar panels," said Hector Ruiz, chairman of GLOBALFOUNDRIES. "As today's chip designers push the boundaries on the next generation of products, there is a growing need for a new approach to design and manufacturing rooted in collaboration and innovation. With Fab 2, GLOBALFOUNDRIES moves the semiconductor industry away from the traditional model of isolated regional development and into an era of global hubs of manufacturing and technology expertise."

Nearly a month since AMD's introduction of the 40 nm RV740 GPU, there is still no concrete sign of a 40 nm GPU from NVIDIA slated for anytime soon, apart from timely scoops on the GT300. Sources at graphics card vendors however seem confident that by the end of 2009, 40 nm GPUs will constitute at least 30% of NVIDIA's GPU shipments, that too sourced from TSMC, a foundry-partner which has been in the news off late, for technical problems with their 40 nm node, that are affecting its output efficiency.

What's more, NVIDIA seems to have expressed interest in becoming one of the first clients for TSMC's upcoming 28 nm process that is expected to become a reality in Q1 2010. This should also tell you that for GPUs, the next step for silicon fabrication technology will be 28 nm, unlike 32 nm for CPUs.