Report: GlobalFoundries Apple tie-in not as big a deal as it sounds, might be overflow supply line

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Suggestions that Apple is looking to chipmaker GlobalFoundries to reduce its reliance on Samsung chips are rather wide of the mark, according to sources cited by AllThingsD. The rumors followed a story in the Albany Times Union that Apple might be looking to the Malta, New York, chipmaker to make iPhone and iPad chips.

In the most likely scenario, Samsung will still be the primary manufacturer of Apple’s chips for the iPhone and iPad, they said, continuing the role it has played since the earliest days of the iPhone: Building the chips that Apple designs under contract [...]

Samsung will use GlobalFoundries for what is known as “flex capacity.” This is a long-standing industry practice under which a chip manufacturer pays to occasionally use another company’s factories when demand on their own factory is running higher than they would like, and they need a little help …  Read more

Wild Speculation: Why a $2B AMD purchase would be a puzzle piece fit for Apple

Things aren’t looking good for chipmaker AMD…Following another round of layoffs totaling about 15 percent of its employees last month, Reuters reported today that AMD is looking for an investor to sell its Texas campus in order to raise up to $200 million in cash in a multi-year lease back deal. AMD’s cash dropped from $279 million to $1.48 billion in the third quarter, and today the company sits at a market cap of $1.40 billion.

Despite not being the “main option,” with the restructuring and the company’s financial issues, Reuters’ sources claimed an outright sale of the company isn’t out of the question. This isn’t the first time we’ve heard chatter of an AMD takeover. However, with the company sitting at a market cap of $1.40 billion and rumors of Bob Mansfield’s new Technologies group possibly transitioning away from Intel processors, we can’t help but imagine a few things Apple would stand to gain from the purchase…

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