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Without owning the foundry, it's not clear if this is an IBM tech demo that goes nowhere, or if it effects GF's roadmap. GF uses a Samsung process for 14nm (really 14/20 hybrid), so it really looks like IBM is out of the foundry business as far as taking a process all the way to manufacturing.

GF might leapfrog down to 7nm, but if they aren't even fully 14nm at this point, does that really seem plausible?



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