"...Jim Doran is the new senior vice president and general manager of Fab 1, Bruce McDougall is CFO, and Alexie Lee as vice president..."

Then who are these people? No oil sheiks in command?

This article is entirely too calm and positive to have come from the real Charlie's pen. Charlie, you either need to cut back on your meds to get your edge back, or investigate the theft of your identity by parties unknown.

"Globalfoundries" :D

Well, I really thought that GlobalFoundries Fab 2, as it is now called, would never take flight. But thankfully, I have to eat my words.

Our understanding is that Fab 2 will be a duplicate of Fab 1, probably Module 2. In any case, Siemens technology is heavily used at Fab 1, and will be in Fab 2. As the Siemens Solution Partner in the area, guess who will be involved?

I bet they will be making NVidia's GPU's shortly ... based on recent news about TSMC.

Bet UMC are worried too ...

I wonder if Intel will have to close another Fab ... hmmm??

With GF / MSCM / UMC all competing for the scraps in a shrinking market.

Someone's gotta lose.

Who is churning out most of the memory now??

the first two articles of the day from Charlie - one about an ex AMD foundry touting for new custom, another about a fabless compay wanting to manufacture CPU's - Charlie's beloved nVidia.
Could it, should it, would it happen?

Meanwhile the Intel people don't know whether to laugh or sue!