GlobalFoundries has announced it first customer that is not AMD. Although the news had leaked out that they had a new customer earlier in the week no one was quite sure who the new customer was.
There was talk that it might be nVidia, Samsung, one of the other ARM manufacturers etc. In the end it turns out to be STMicroelectronics.
Right now GF is being asked to make 40nm low power chips, but the exact type has not been disclosed. If GF can make this one work it could open the door to many other customers. This is especially true in the 40nm space where TSMC, GlobalFoundries' largest competitor, is having yield issues with their 40nm process.
All eyes will be on this new relationship to see if the relatively new GF can meet the demands of multiple customers.