GF dropped out of the race of leading edge in 2018 at 7nm after significantly lagging behind. Two years down, when the next technology 5nm is in production (and this is on the internet), has GF's 'pivot' to differentiation worked and derivatives started selling? Or, GF is lucky to survive with solid demand in legacy, not-so-leading-edge business from usual customers fueled by covid-19 semi boom, and hoping to ride to IPO with it in 2022 (CEO recently talked about IPO plan in public)? If so, how long can it continue? If not, is there a roadmap? May be the many veterans and senior execs left over from IBM going to wait till IPO in the hopes of stock, and then quickly pack the bags, while the younger ones will be left fighting. Advice: fix the directors and up specially those that are no value. People are not stupid.
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