InternetNews reports AMD spin-off GlobalFoundries is racking up business and talent pretty fast, making foundry giant TSMC nervous. The article also mentions NVIDIA is likely considering to move at least some portion of its GPU business to GlobalFoundries:
Dean McCarron, president of Mercury Research, said it makes sense for nVidia to talk to GlobalFoundries, even if it is connected to its only real competitor in the marketplace.
"Typically, what happens is suppliers will keep more than one foundry operational so there isn't too much risk involved," he told InternetNews.com. "I wouldn't expect [nVidia] to shut down all business with TSMC but some migration wouldn't be surprising."