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Behind The Intel-GlobalFoundries Rumor A Wall Street Journal report that Intel is looking to buy GlobalFoundries has sparked discussions across the industry. But what exactly this would mean, and why now versus a couple years ago, needs some context. There are layers upon layers of irony behind this would-be deal, and it dates back decades to some rather famous encounters. Consider former AMD CEO Jerry Sanders’ 1991 comment that “real men have fabs.” (This was a reference to a best-selling book about our macho culture entitled, “Real Men Don’t Eat Quiche.”) At the time, TSMC was a minor player in chip manufacturing, and chipmakers that outsourced their manufacturing were at a competitive disadvantage because they had to wait for silicon to come back before making changes to a design. Commercial EDA tools were still in their infancy. DFM/DFY/DFT tools didn’t exist yet. And Sanders apparently had no idea just how fundamentally things were about to change.

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