Teardown Reveals Globalfoundries 22FDX Shipping In End Products Like Google's 2nd Gen Nest Mini

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forbes.com, Dec. 28, 2019 – 

It has been a year since Globalfoundries made the strategic decision to focus on its FDX platform, FinFET, RF and low power technologies over the bleeding edge. I have never seen the company more energized and focused than it is now, and I believe the industry is genuinely relieved the "pivot" is working out as competition in the overall independent fab market is dwindling, and chip customers need optimized technologies for 5G RF, IoT and automotive markets.

Globalfoundries' 22FDX is core to the company's shift to a more focused fab approach, and the company describes 22FDX as offering "best in class performance, power consumption, integration capability and optimized cost profile for 5G mmWave, Edge AI, IoT and automotive applications." I believe 22FDX is Globalfoundries biggest differentiator right now as its design is based lower cost CMOS while delivering low power and high performance. Foundry competitors were quick to emulate 22FDX, too, giving credence to the approach.

The last time we publicly heard about the business status of FDX, the company touted $2B in design revenue with 52 companies in its ecosystem. This was over a year ago, so where is 22FDX today? Well, it's in shipping end products like the Google Nest Mini.

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