Leading Edge Brings New Challenges
Contract Employee (Former Employee) – Malta, NY – December 26, 2015
A foundry is built on serving multiple customers to distribute the fixed expenses across the product portfolio. As the geometries shrink the challenges are the extreme difficulty to yield. In addition, there are fewer customers who can afford the expense to drive the 14nm and 10nm technology nodes.
On the flip side, everything must work in unison from the subfab, infrastructure, and process area. If not, expect production yields to fluctuate or continue to be low.
Now let's take GF which is a greenfield production area with a collection of people from all over the world. What happened was entropy and chaos took over to where the company is today. Bringing things back into order is more difficult than just installing a bunch of expensive equipment and expecting it to work along with bringing new customers.
Customers want on time delivery and good yield to take the risk with expensive investments of mask sets, new product introduction, etc. With GF it's not evident that the above is fully understood from both the technical and business point of view.
Given the above scenario, in order to bring the company back into some type of order is a monumental task. If this was an IPO, it probably wouldn't be underwritten, so the best thing to do is recreate it with a sale that will most likely benefit a very small percentage of the population within the organization.
As for the state of NY ... at least the building is white (elephant).
Total Chaos, Excess Meetings, No Decision Making, Corruption