Globalfoundries

GLOBALFOUNDRIES is shifting its business from mobile toward data centers, automotive, power electronics and specialized chip design, naming AI data centers, silicon photonics and power conversion as the main growth drivers through 2030. The company is increasing capital expenditures, sees itself currently in a supply-constrained growth phase, and is partly financing expansion through customer and government equity participation. Photonics capacity, GaN and BCD technologies, and IP acquisitions (including MIPS, RISC‑V, ARC) are intended to boost market share and margins; long-term growth targets remain at 10–12% annually. Management cites execution capacity (plant installation and product qualification) as the biggest near-term risk, not demand. » Altro su de.investing.com

GlobalFoundries has released process design kits for its new UX platform family. The 40UX and 22UX technologies target energy-efficient microcontrollers, wireless connectivity, sensor interfaces, image processing and edge AI. Volume production for 40UX is planned in Singapore by 2027 (later also in Malta), while 22UX will be manufactured in Dresden. Both platforms are available for prototyping through the GlobalShuttle multi-project wafer program, with quarterly shuttle runs planned through the end of 2027. » Altro su de.investing.com

GlobalFoundries is replacing its change-data-capture infrastructure with Redpanda to stream equipment, process and scientific manufacturing data in real time and to connect core systems. Tier-0 systems are already in production, and the platform is being rolled out at global sites. The company plans to use AI agents to automate IT, procurement and operational workflows to increase transparency, responsiveness and efficiency. » Altro su de.investing.com