We haven’t seen any lithography equipment for the 28nm bulk process, but Udo Nothelfer, Vice President and General Manager of Globalfoundries confirmed that Dresden is getting ready for 45nm and especially important 28nm bulk production.

These are the two processes that might get the most interest, and we also think that bulk production should not be a big problem for Globalfoundries as the manufacturing is not more complex than silicon on insulator, something that Globalfoundries has done for many years for AMD.

The 28nm process should start with risk production in late 2010, it looks like Q4 2010 now, and high end complex graphics chips are the main target for this. We are quite sure that AMD & ATI are interested in 28nm graphics chips and it’s just a matter of time when Nvidia will start considering Globalfoundries as an alternative fab.

At this time, everything we know about bulk from the Dresden fab is only a paper spec, and we still have to see some real chips and healthy yields from this new bulk manufacturer.