VPPSA Signs Agreement to Provide Power Services to GlobalFoundaries Vermont Facility

Setting a high bar for operational excellence 

GlobalFoundries (GF) has a long history of corporate responsibility and operational excellence. These high standards help us stay true to our company values and deliver for our customers. Our commitment is exemplified through GF’s membership in the Responsible Business Alliance (RBA) and our participation in the RBA’s Validated Assessment Program (VAP) audits. These comprehensive audits are critical for demonstrating that GF adheres to the highest standards of social, environmental and ethical practices. 

Every corner of the company 

RBA VAP audits look at nearly 100 unique requirements, from safety and human resource policies to governance and sustainability. To remain conformant, companies must undergo an audit every two to three years. The RBA began in 2004 as the “Electronics Industry Code of Conduct,” a collaborative effort among leading electronic companies to promote social, environmental and ethical responsibility. Today, it has evolved into the world’s largest industry coalition dedicated to responsible business practices across the globe.  

“The idea is to have a single standard that everyone can operate to, which simplifies compliance and ensures consistency across the industry,” said Brian Raley, Director of corporate sustainability at GF. “There’s a lot of value in having a standardized set of code requirements that everybody can agree to and align to. There’s power in this standardization, both to require it in your supply chain, and to be a strong partner to your customers and be able to say, ‘yes, we are aligned to the standardized code.’” 

Participating in the standardized RBA VAP audits streamlines our compliance efforts, enabling GF to meet the highest standards efficiently and consistently. It minimizes the need for overlapping audits from various agencies and customers, saving valuable time and resources while reinforcing our commitment to excellence, Raley said. 

The RBA VAP audits are conducted by independent, third-party firms approved by the RBA. These audits involve a thorough review of documents, interviews with management and employees, and a visual site survey. The goal is not just to identify issues but to correct them, ensuring continuous improvement and adherence to the RBA standards  

A day in the life of an RBA VAP audit 

While RBA standards conforming business practices are ongoing, preparation for an on-site audit begins months in advance and requires input and information across a wide matrix of teams and roles. The days of the audit are long and intensive. 

“Human resources, ethics and compliance, and Environment, health and safety are key stakeholders in the audit process,” said Ruma Kohli, principal member of technical staff on GF’s sustainability team. “We start preparing months in advance, holding weekly meetings to strategize and identify any gaps. It’s a lot of work, but collaboration and communication are key to our success.” 

Silke Hermanns, principal member of technical staff on GF’s sustainability team based in Germany, said GF’s supply chain is a major component of the RBA VAP audits. “We check suppliers that contribute around 80% of our primary commodity supplier spend for RBA code conformity. This involves a detailed review of their practices and ensuring they align with our standards,” she said.  

“The auditing of smaller on-site service providers, which can be more challenging due to their size and the nature of their work, is another important aspect,” Hermanns said. 

Global footprint 

Performing well in RBA audits is no small feat, particularly for a company like GF with a global footprint and manufacturing facilities in the U.S., Germany and Singapore. Each location presents unique audit complexities, which factor in everything from language translation to varying local regulations. Despite these challenges, GF continues to deliver world-class results. In three out of four of our most recent RBA Validated Assessment Program (VAP) audits, GF achieved Platinum level perfect scores—200 out of 200. Over the last three years, we exceeded our goal to achieve a combined annual score average of at least 180/200. Across all four most recent RBA VAP audits, we achieved full conformance across the sections: Health and Safety, and Environment, Ethics, and Supply Chain Management, and just one excursion for Labor, that is currently being remediated. These scores reflect our unwavering dedication to operating responsibly, ethically and sustainably at every site across the globe.  

Team effort and preparation 

“RBA VAP audits are a full team effort,” said Sam Sherman, Director of EHS for GF in Singapore. The GF team prepares internal audits, he said, in preparation for external third-party audits. 

“We have an audit-ready culture,” Sherman said. “We organize all the necessary documents and evidence related to the code, making it easy for auditors to review. It’s a collective effort across a huge number of various departments.” 

Another benefit from both internal and external audits are the opportunities for continuous improvement, as feedback from auditors helps GF enhance its practices and programs. 

“Passing the RBA audit with no findings validates our systems and ensures we are implementing programs correctly. It’s not just a box-checking exercise; these audits provide meaningful KPIs that we strive to meet,” Sherman said. 

Celebrating success 

At GF, RBA VAP audits are more than just a compliance requirement, they are a testament to our commitment to corporate responsibility, Raley said.   

“By adhering to the RBA standards, we ensure that our practices are ethical, sustainable, and socially responsible,” he said. “The RBA audits help us maintain high standards and provide third-party validation of our systems. It’s a crucial part of our commitment to excellence.” 

Read more about corporate responsibility at GF at: https://gf.com/about-us/corporate-responsibility/ 

Continental to Create an Advanced Electronics & Semiconductor Solutions Organization

How GlobalFoundries is powering the rise of ultra-portable, AI-enabled medical devices one custom chip at a time 

Dr. Anirban Bandyopadhyay, Senior Director & Head of the Medical IoT End Market at GlobalFoundries 

Healthcare is no longer confined to doctor’s offices or hospitals – its boundaries are being pushed to what can be done in the comfort of your own home through technology. In fact, as healthcare and technology become increasingly inseparable, it’s advancing patient care and transforming how we think of it. From continuous glucose monitors (CGM) to AI-enabled ultrasounds, innovations in healthcare are unlocking possibilities once thought impossible. The rise of ultra-portable, data-rich medical devices is changing how we detect, diagnose and manage health conditions. And it’s doing it before a patient ever steps into a clinic. 

What is powering this shift? Semiconductors — more specifically, our essential chips.  

To understand the role GlobalFoundries plays in enabling these medical and health IoT breakthroughs, we spoke with Dr. Anirban Bandyopadhyay, PhD, IEEE Fellow and Senior Director & Head of the Medical IoT End Market. In our conversation, Anirban shares what’s driving the shift, where the biggest opportunities lie and why this space is both a technical frontier and a deeply personal mission. 

Tell us about the intersection of semiconductors and healthcare. Where do you see it evolving in the next few years? 

We’re at an inflection point in the medtech industry. The medical segment is broadly divided into pharmacology (drugs) and medtech (devices). Here, I’m talking about the latter where we’ve seen a dramatic shift in the last two to three years toward ultra-portable devices. 

There are a few reasons for this: Healthcare is expensive, it’s time-consuming to access, and the medical stakes only rise as conditions progress. But if we can catch issues earlier (through monitoring, tracking and diagnostics), we can not only improve outcomes but also reduce long-term costs. That’s where point-of-care devices come in. 

Point-of-care means treatment or diagnostics happen at the site of the patient, whether that’s in a clinic or at home. These devices handle everything from monitoring and diagnosis to therapeutics. For example, think about wearable devices like continuous glucose monitors. As a benchmark, last year, 300 million were sold. That’s unheard of in the medical space. 

Semiconductors make this possible. To create a device that’s small, low-power and high-performing, you need advanced semiconductor technology. Miniaturization, power efficiency and onboard processing are only possible with custom chips; that’s where GlobalFoundries comes in. This is now more important than ever as the MedTech industry, who once depended on off-the-shelf chips that could be reused for various applications and fields beyond medical, has switched to using custom chips, known as application specific integrated circuits (ASICS), to meet the performance/power needs of their end products, allowing our customers to create truly differentiated solutions suited to their unique applications. 

Bring us back to the very beginning. How did you get involved in this space, and what drew GF towards it? 

There are two answers. From GF’s side, we started to see that customers were already using our chips in medical applications — sometimes without us even knowing. That was when we realized we had a unique value proposition: Our technologies could enable power-efficient, high-performance and highly reliable devices.  

So, we made a conscious decision to lean in as we saw advancing digital healthcare not just as an opportunity, but as a social responsibility aligned with our mission. 

As for me, I’ve spent most of my career in connectivity, and the industry knows me for that work. But at home, my wife is a microbiologist, and my daughter is entering medicine. Talking to them, I realized I didn’t always understand their world, but I wanted to. It made me think deeply about how semiconductors could power the breakthroughs they’re working toward. That personal connection inspired my pivot into medical IoT. 

What market or patient trends are driving demand for miniaturized, AI-capable medical devices? 

One of the biggest drivers is early detection. Right now, if you go to your doctor and reference data from your smartwatch or health ring, they won’t use it to inform the diagnosis they’ll make. But that’s changing. Even if a device isn’t 100% accurate, it can flag early indicators to prompt faster diagnostics and that can save lives. 

Consumers want to understand how their bodies respond to food, stress or sleep. Devices like CGMs, smartwatches and wearables are increasingly capable of giving those insights. Some are FDA-approved; others aren’t, but they still serve as early warning systems. 

So, that’s where we’re headed: an era where your body is continuously monitored, and you’re empowered with real-time information on your own health. 

So, what benefits are GF’s platforms bringing to medical and health IoT devices? 

Medical device manufacturers are looking for four things: miniaturization, power efficiency, excellent signal-to-noise ratio and extreme reliability. 

Take our 22FDX® platform for example. It offers industry-leading ultra-low power performance, exceptional receiver sensitivity and a low-noise amplifier. Most medical devices today still use essential nodes (130nm, 90nm, 65nm), but we’re also seeing a shift. As requirements evolve, more customers are moving to 22FDX® to meet next-gen performance and form factor needs. 

On top of that, GF has a proven track record of supporting long-lifecycle products — critical to the medical field. Our experience in aerospace and automotive, where support over decades is non-negotiable, makes us an ideal foundry for this market. 

Are there any specific medical applications you’re particularly excited about? 

Two areas stand out: imaging and diagnostic sequencing. 

Traditionally, when we think of imaging, we picture big machines like CT scanners. But we’re evolving. Handheld ultrasound devices that connect to smartphones are already here, and they’re a real game changer — especially in areas with limited access to care. With minimal training, someone can capture an image and get AI-assisted diagnostics. 

The second is diagnostic sequencing – DNA and protein sequencing to be precise. Why send raw data to a massive server farm for processing when you could do it locally with a system-on-chip? Putting a semiconductor chip directly under the sequencer allows real-time analysis and immediate action. Now, that’s revolutionary. 

GF recently announced its advanced packaging center. How does that fit into the picture? 

Miniaturization doesn’t stop at node scaling. Chiplet architectures and advanced packaging, like vertically stacked chips, allow us to reduce form factors even further. We’re already working with customers on stacked chip designs at both the wafer and die level. 

What sets us apart is how we handle power dissipation in these stacked designs. That’s one of the biggest challenges, and we believe we have a more efficient approach than most competitors. That’s a big differentiator in the medical space, where power and heat management are crucial. 

Final thoughts — what’s really important but often forgotten when it comes to the industry?  

One thing people often overlook is the lifecycle support required for medical devices. These aren’t short-term products. You need a foundry that can support a device for a decade or longer. GF has that scale and that mindset. We’ve done it for aerospace; we’ve done it for automotive, and we’re ready to do it for medical. 

That long-term commitment matters. Because at the end of the day, it’s not just about performance or cost; it’s about trust.  

Dr. Anirban Bandyopadhyay, PhD, is the Senior Director and Head of the Medical/Healthcare segment within GlobalFoundries. Dr. Bandyopadhyay is also an IEEE Fellow and a Distinguished Lecturer of IEEE Electron Devices Society and represents GF in different industry consortia and alliances. Prior to his current role, he held leadership responsibilities within GF, IBM Microelectronics and Intel in areas such as RF Design Enablement, Silicon Photonics, signal integrity in RF and Mixed signal SOC’s and RF technology evaluations for wireless connectivity within different end devices.

Powering the Future of RF: Falcomm and GlobalFoundries at IMS 2025 

The world is becoming increasingly connected, driven by the exponential growth of data and the rise of transformative technologies like AI. This connectivity revolution is placing unprecedented demands on RF technologies, from the need for seamless cloud-edge data links to the continued evolution of 5G, 6G and beyond.  

GF’s comprehensive RF portfolio, including our industry-leading RFSOI, SiGe, 22FDX+ and RF GaN platforms, is purpose-built to push the boundaries of what’s possible in connectivity, but we’re not doing it alone. Together with innovative partners like Falcomm, we’re moving the industry forward, providing our customers with cutting-edge solutions to enhance performance, power and integration and create connected technologies with higher signal quality, better efficiency and longer battery life.  

As the RF world prepares to gather in San Francisco for IMS 2025, GF and Falcomm are excited to share the latest milestones from our partnership that is shaping the future of RF technology. 

About Falcomm  

Headquartered in Atlanta, Georgia, Falcomm, a member of the GlobalFoundries (GF) GlobalSolutions™ Ecosystem, is an emerging leader in the design and development of high-efficiency RF and millimeter-wave integrated circuits. Founded by Dr. Edgar Garay out of pioneering research at Georgia Tech, the company is scaling rapidly, driven by demand across defense, aerospace, and commercial wireless markets. Falcomm’s team includes some of the industry’s best RFIC designers, with core expertise in RF power amplifier (PA) and front-end module design. 

At the heart of Falcomm’s innovation is its patented Dual-Drive™ power amplifier technology. This process- and frequency-agnostic circuit architecture delivers breakthrough performance in power-added efficiency (PAE), output power, linearity, and bandwidth. The technology has now been successfully implemented across multiple GF platforms including 22FDX®, 130NSX, 45RFSOI, demonstrating impressive results in diverse applications. Most recently, Falcomm is implementing Dual-Drive™ architecture on GF’s 130RF GaN process, with the goal of delivering the world’s most efficient and linear GaN power amplifiers to date.  

Falcomm is proudly U.S.-based, and all products are fully designed and manufactured domestically, including products manufactured by GF through their trusted facilities in New York and Vermont. This ensures not only performance excellence but also supply chain resilience for critical infrastructure and defense applications. 

Now, let’s take a look at some of the exciting technologies that we will be showcasing at IMS this year. 

FCM1401 on GF 130NSX Ku-band PA  

Available for evaluation and licensing to qualified partners 

Falcomm has completed timely validation of its FCM1401 product, a high-efficiency Ku-band power amplifier fabricated using GF’s 130NSX bulk CMOS process. This PA delivers a compelling combination of performance, integration, and cost scalability. Performance highlights include: 

  • Frequency: 12.5GHz – 16GHz 
  • PAE: 50 % 
  • Output Power: 20 dBm 
  • Gain: 23 dB 

This product is being used in tactical and commercial Ku-band applications where efficiency, cost and performance are critical. The FCM1401 and FCM1401 evaluation boards are currently available for purchase at Falcomm.com and IP licensing agreements through GF IP Portal.  

FCM2801 & FCM3901 – 28 GHz / 39 GHz Power Amplifiers on GlobalFoundries 45RFSOI for 5G mmWave 

Available for evaluation and licensing to qualified partners 

Falcomm has launched two high-efficiency mmWave power amplifiers: FCM2801 (28 GHz) and FCM3901 (39 GHz), built on GlobalFoundries’ 45RFSOI platform and optimized for 5G New Radio (NR) FR2 applications. These solutions are designed to maximize silicon-area/power efficiency, linearity, thermal performance, and output power, making them ideal for ground-based radios, mobile devices, infrastructure, phased arrays, and broadband front ends. 

The GF 45RFSOI process enables high power density and efficient heat dissipation without large die size or complex thermal strategies, supporting cost-effective and compact system designs. Both products leverage Falcomm’s patented Dual-Drive™ PA architecture to support advanced SWaP-constrained platforms. 

39GHz 5G PA in GF 22FDX+ and enhanced 28GHz high-power PA in GF 45RFSOI for 5G mmWave 

Available for evaluation and licensing in Q4 2025 

Falcomm is expanding its mmWave product line with two advanced 5G power amplifiers: a new 39GHz PA built on GF 22FDX+ platform and an enhanced high-power 28GHz PA on GF 45RFSOI. These solutions are engineered for exceptional power efficiency, linearity, and thermal performance—ideal for 5G NR FR2 applications across infrastructure, phased arrays, and compact, power-constrained platforms. 

The 22FDX+ version of the 39 GHz PA delivers outstanding integration potential with digital and mixed-signal blocks, making it an ideal candidate for advanced beamforming ICs and phased array modules. The updated 28 GHz PA on 45RFSOI achieves higher output power and improved thermal handling, while maintaining Falcomm’s signature Dual-Drive™ efficiency and compact footprint. 

Join Us at IMS 2025  

Falcomm will be showcasing its latest technologies alongside GlobalFoundries at IMS 2025. We invite attendees, partners, and customers to visit Falcomm at Booth 4103 and GF at Booth 149 to explore how your products can benefit from Falcomm’s patented Dual-Drive™ power amplifier architecture and GF’s storied RF-leadership and manufacturing excellence. Join us to discover how we’re pushing the boundaries of RF performance with unmatched efficiency, linearity, and integration! 

For more information or to schedule a meeting at IMS, contact us at [email protected]  

GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth

Backed by leading tech giants, the investment reinforces domestic semiconductor production and U.S.-based innovation in AI-enabling and power efficient technologies

MALTA, N.Y., June 4, 2025 – GlobalFoundries (Nasdaq: GFS) (GF), working with the Trump Administration and with support from leading technology companies aiming to onshore critical components of their supply chain, today announced plans to invest $16 billion to expand its semiconductor manufacturing and advanced packaging capabilities across its facilities in New York and Vermont. GF’s investment is a strategic response to the explosive growth in artificial intelligence, which is accelerating demand for next-generation semiconductors designed for power efficiency and high-bandwidth performance across datacenters, communications infrastructure and AI-enabled devices.

GF is collaborating with major technology companies such as Apple, SpaceX, AMD, Qualcomm Technologies, Inc., NXP and GM, that are committed to reshoring semiconductor production to the U.S. and diversifying their global supply chains. These companies partner with GF to support their production of U.S.-made chips, underscoring GF’s role as a trusted supplier of essential semiconductors and a key enabler of supply chain security. 

“At GlobalFoundries, we are proud to partner with pioneering technology leaders to manufacture their chips in the United States—advancing innovation while strengthening economic and supply chain resiliency,” said Tim Breen, CEO of GlobalFoundries.  “The AI revolution is driving strong, durable demand for GF’s technologies that enable tomorrow’s datacenters – including GF’s leading silicon photonics, as well as GaN for power applications. Meanwhile at the edge, GF’s proprietary FDX technology is uniquely positioned to support AI functionality with low power consumption. With all these technologies and more manufactured right here in the U.S., GF is proud to play its part in accelerating America’s semiconductor leadership.”

“GlobalFoundries investment is a great example of the return of United States manufacturing for critical semiconductors,” said U.S. Secretary of Commerce, Howard Lutnick. “President Trump has made it a fundamental objective to bring semiconductor manufacturing home to America. Our partnership with GlobalFoundries will secure U.S. semiconductor foundry capacity and technology capabilities for future generations.”

The rapid rise of AI in both the cloud and at the edge is driving the adoption of new technology platforms and 3D heterogeneous integration technologies. These advanced solutions are essential to meet the exponentially growing requirements for power efficiency, bandwidth density and performance. GF is uniquely positioned to lead in this space, with its 22FDX® and silicon photonics capabilities in production in New York and advanced development of differentiated GaN-based power solutions in Vermont.

GF’s investment builds upon the company’s existing U.S. expansion plans, including more than $13 billion to expand and modernize its New York and Vermont facilities and funding for its recently launched New York Advanced Packaging and Photonics Center—the first U.S.-based facility of its kind dedicated to silicon photonics packaging. GF is committing an additional $3 billion, which includes advanced research and development initiatives focused on packaging innovation, silicon photonics and next-generation GaN technologies. In aggregate, these investments represent a $16 billion plan to strengthen U.S. semiconductor leadership and accelerate innovation in AI, aerospace, automotive and high-performance communications.

“Today’s announcement is a direct result of President Trump’s leadership and his vision to bring back high-paying manufacturing jobs and reestablish secure, domestic supply chains for critical technologies,” said Dr. Thomas Caulfield, Executive Chairman of GlobalFoundries.  “We look forward to continuing to work with the U.S. government to help create the conditions for industry and government to work together and drive meaningful, long-term impact.”

“GlobalFoundries has supplied semiconductors for Apple products since 2010 and we’re excited to see them expand right here in the United States. These chips are an essential part of Apple products like iPhone, and they’re a powerful example of American manufacturing leadership.”

Tim Cook, Apple’s CEO

“Advanced semiconductors are critical to the advanced satellite capabilities which SpaceX has been pioneering for over two decades. We are excited by the expansion of GlobalFoundries’ manufacturing base right here in the U.S., which is core to Starlink’s growth and our commitment to manufacturing in the U.S., as well as our mission to deliver high-speed internet access to millions of people around the world.”

Gwynne Shotwell, president and COO at SpaceX

“As a valued technology partner, we’re pleased to see GlobalFoundries deepen its commitment to U.S. manufacturing. These efforts are critical to building a secure and resilient semiconductor supply chain in the U.S. to support the next wave of innovation in our industry.” 

Dr. Lisa Su, AMD Chair and CEO

“As a strategic supplier of Qualcomm, GlobalFoundries shares our vision for strengthening U.S. chip production capacity. This commitment from GlobalFoundries will help secure a resilient semiconductor supply chain to support the next wave of U.S. technology innovation, especially in areas vital to enabling power efficient computing, connectivity, and edge intelligence.”

Cristiano Amon, president and CEO of Qualcomm Incorporated

“Deepening our partnership with GlobalFoundries aligns with NXP’s hybrid manufacturing strategy, where we work with leading foundry partners to better serve our customers’ strategic technology, capacity and resilience needs. This collaboration allows us to scale efficiently, expand production in the U.S. and continue delivering for our customers. It’s a strong step forward in building a resilient, high-performing semiconductor supply chain in the United States.”

Kurt Sievers, chief executive officer of NXP Semiconductors

“Semiconductors are critical to the future of vehicles, and their importance will only grow. GlobalFoundries’ investment supports our work to secure a reliable, U.S.-based chip supply—essential for delivering the safety, infotainment and features our customers expect.”

Mark Reuss, president of General Motors

About GF  

GlobalFoundries (GF) is a leading manufacturer of essential semiconductors the world relies on to live, work and connect. We innovate and partner with customers to deliver more power-efficient, high-performance products for automotive, smart mobile devices, internet of things, communications infrastructure and other high-growth markets. With our global manufacturing footprint spanning the U.S., Europe, and Asia, GF is a trusted and reliable source for customers around the world. Every day, our talented global team delivers results with an unyielding focus on security, longevity and sustainability. For more information, visit www.gf.com.

©GlobalFoundries Inc., GF, GlobalFoundries, the GF logos and other GF marks are trademarks of GlobalFoundries Inc. or its subsidiaries. All other trademarks are the property of their respective owners. 

Forward-looking Information

This press release includes “forward-looking statements” that reflect our current expectations and views of future events. These forward-looking statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995 and include but are not limited to, statements regarding our financial outlook, future guidance, product development, business strategy and plans, and market trends, opportunities and positioning. These statements are based on current expectations, assumptions, estimates, forecasts, projections and limited information available at the time they are made. Words such as “expect,” “anticipate,” “should,” “believe,” “hope,” “target,” “project,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “might,” “could,” “intend,” “shall,” “outlook,” “plan,” “aim,” and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements are subject to a broad variety of risks and uncertainties, both known and unknown. Any inaccuracy in our assumptions and estimates could affect the realization of the expectations or forecasts in these forward-looking statements. For example, our business could be impacted by geopolitical conditions such as the ongoing political and trade tensions with China; the market for our products may develop or recover more slowly than expected or than it has in the past; our operating results may fluctuate more than expected; there may be significant fluctuations in our results of operations and cash flows related to our revenue recognition or otherwise; a network or data security incident that allows unauthorized access to our network or data or our customers’ data could result in a system disruption, loss of data or damage our reputation; we could experience interruptions or performance problems associated with our technology, including a service outage; global economic conditions could deteriorate; and our expected results and planned expansions and operations may not proceed as planned if funding we expect to receive  is delayed or withheld for any reason. It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make. Moreover, we operate in a competitive and rapidly changing market, and new risks may emerge from time to time. These statements are based on our historical performance and on our current plans, estimates and projections in light of information currently available to us, and therefore you should not place undue reliance on them.

Although we believe that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assumes responsibility for the accuracy and completeness of these statements. Except to the extent required by federal securities laws, we undertake no obligation to update any information or any forward-looking statements as a result of new information, subsequent events or any other circumstances after the date hereof, or to reflect the occurrence of unanticipated events. Investors are urged to review in detail the risks and uncertainties discussed in our 2024 Annual Report on Form 20-F, current reports on Form 6-K and other reports filed with the Securities and Exchange Commission.

Media Contact:
Erica McGill
e[email protected]

OpenGMSL™ Association Announces Formation to Revolutionize the Future of In-Vehicle Connectivity 

CEO Tim Breen talks with Nasdaq about what’s ahead

oneNav Unveils World’s First L5-direct™ ASIC, Delivering More Than an Order of Magnitude Improvement in Jamming Resilience for Positioning and Timing, Leveraging GlobalFoundries’ 22FDX® Process Node

Inside A Car’s Digital Brain: MCUs, the Engine Powering SDV Innovation

Wael Fakhreldin, End-Market Director of Automotive Processing at GlobalFoundries

Software-defined vehicles (SDVs) have taken center stage as part of the automotive industry’s digital revolution. Think of SDVs as smartphones on wheels. And at the center of it all – but not so visible – are microcontroller units (MCUs) — the “digital brains” of today’s cars. These tiny but powerful chips, ranging from the size of a fingernail to a grain of rice, control everything from essential systems like brakes, to ambient lighting.

So, to break it all down, we turned to Wael Fakhreldin, GF’s Director of Automotive Processing, about the trends shaping the next generation of vehicle architectures, the evolving demands on MCUs, and how GlobalFoundries is co-innovating with its automotive customers to push the boundaries of what’s possible.

Let’s start big picture — what are some of the biggest automotive challenges you’re seeing that are pushing the need for new architecture?

Consumers want their in-vehicle experience to be as seamless as using the smartphone in their hands, and automakers are on a mission to make driving as safe as possible. But, what does that mean? In traditional vehicle architectures, each new feature would require its own hardware, creating significant complexities and costs for OEMs to integrate multiple different control units. The push for smarter and more connected vehicles demands new architecture, empowering drivers to access new features instantly, without the need for costly hardware upgrades.

Now, these pressures have spurred the acceleration toward SDVs that can rapidly deliver new features to keep pace with consumer expectations and market demand for new functionalities, without requiring physical updates. This approach relies on versatile, scalable high-performance compute platforms, enabling seamless over-the-air updates. They are key to overcoming these challenges.

What do you see as the most promising vehicle architectures today, and how do you think they’ll evolve over the next few years?

SDV zonal architecture is raising the standard for efficiency and performance, and it’s doing so in multiple ways. For instance, it is: 1) consolidating control & processing features based on their physical location in the vehicle, rather than their function and 2) significantly reducing wiring complexity and overall vehicle harness weight. In recent years, cross-domain zonal architectures have gained traction because they align well with the physical layout of modern vehicles. Each zonal controller manages different vehicle domain functions – from body and comfort to chassis control, or gateways – and different zonal controllers are connected via a fast ethernet up to 10Gbps, which acts as the vehicle’s backbone.

Central compute architecture is not expected to be broadly adopted until 2030, but adoption is already underway. This approach introduces a high-performance compute cluster, which orchestrates almost all vehicle functions, routing data from various sensors and components through aggregators to a central processing unit. Semiconductor innovations, such as automotive chiplets, will be critical in advancing these architectures, providing the high-performance capabilities required to support the on-demand software updates that consumers now expect.

There’s lots of talk about updating SDV architectures to drive more efficiency. What demands are zonal architectures placing on microcontroller units (MCUs) to deliver from a computing standpoint?

SDVs are only as smart as the architecture behind them. Simply put, they cannot reach their full potential without Zonal Controller Units. These controllers consolidate vehicle functions by physical cluster, rather than by feature. This shift is putting a big spotlight on MCUs and pushing the boundaries of what MCUs need to deliver — process faster, connect more devices, and support emerging features like AI at the edge.

  • More Compute: MCUs are being pushed to handle far more real-time computing. As chipmakers seek out arrays of different of logic cores, which run at higher operating frequencies. They are moving to more advanced nodes and bringing different digital cores’ virtualization concepts allowing MCUs to manage multiple tasks flexibly and efficiently.
  • Input/Output Overload: Modern vehicles have over 90 smart sensors, 800 sensors and loads, requiring zonal MCUs to have denser digital and analog I/O offerings to handle this level of data processing.
  • Memory That Can Keep Up: Embedded non-volatile memory (eNVM) has to get both bigger and faster. Bigger up to 32MB and more, and faster to support the fast-switching digital cores without adding any latencies or risking bottlenecks.
  • Faster Communication: The volume of data in cars continues to surge, and MCUs need to move that data — fast. Technologies like high-speed Ethernet and Serializer-Deserializer (SerDes) interfaces are becoming standard to guarantee reliable communication between zones and between zones and complex vehicle sensors.

GF’s advanced chip technologies like 12LP+ MRAM and 22FDX MRAM are helping chipmakers support the complex processing of today’s cars with fast, power-efficient vehicle controllers.

As zonal compute rises, the analog tasks shift to the vehicle’s edges. Now, auto chipmakers are bundling these functions – motor controllers, audio amps, even communication interfaces into single MCUs on GF’s 130BCD or 55BCD technology platforms.

Speaking of the edge, AI acceleration in vehicles is skyrocketing. How is AI at the edge reshaping the requirements of automotive MCUs in SDVs?

AI at the edge is powering many newer features – battery lifetime extension, in-cabin sensing, voice recognition, intelligent motor control. This approach reduces complexity, costs and power consumption, but it also enhances user privacy by processing information locally, rather than on the cloud. In instances like these where AI acceleration is not happening in central computers or ZCUs, end nodes require embedded AI acceleration to execute these functionalities.

With this evolution, some MCUs are adapting by offering specialized IPs primed for AI acceleration: graphics processing units (GPUs) to run complex mathematical models, language processing units (LPUs) for language and communication models, and digital signal processing (DSPs) to transform real-time signals. For more intensive workloads, MCUs are also integrating faster, more reliable interfaces to connect with external memory, ensuring they can process high volume data required for advanced AI applications.

Following Aerial Top Down Drone View: Autonomous Self Driving Car Moving Through City Highway, Overtaking Other Cars. Visualization Concept: Sensor Scanning Road Ahead for Vehicles, Speed Limits

Safety, security and functionality are non-negotiable. How are MCUs evolving to ensure that SDVs are meeting the highest standards when it comes to these areas?

Functional safety is at the core of automotive design, but the transition to SDVs adds a layer of complexity. Modern MCUs play a vital role in maintaining freedom from interference by isolating safety critical systems from non-safety critical functions. This ensures that safety critical systems, like steering systems, brakes, and airbags, have uninterrupted access to computing resources needed without delays. MCUs can also support advanced error detection triggering fail-safe or fail-operational mechanisms with the right corrective actions to keep passengers safe.

A safe driving experience also requires cybersecurity. MCUs are responsible for securing over-the-air (OTA) updates, verifying new software images come from trusted sources, and protecting the communication happening between nodes. As more critical safety functions become software-driven, the possibilities of vehicle theft schemes, cyber breaches and unauthorized communications rise.

What’s happening behind the scenes with MCUs to enable fast connectivity and low power consumption?

Connectivity is the backbone of SDVs, and MCUs are at the root of connecting everything from zonal controllers to ADAS features and the in-cabin experience. The direction toward simplified network architectures, like IP-to-the-Edge, reduces wire complexity and eliminates the need for multiple gateways, sending data directly from sensors to MCUs with low latency. To support this, MCUs are adopting technologies like Ethernet, which can transfer data at speeds up to 10 Gbps, and 10BaseT1s with multi-drop technology delivering advantages in reducing system costs  and system power consumption.

And who doesn’t want lower power consumption and more range on electric vehicles? MCUs are engines powering this future of power-efficient vehicles. Advanced platforms like our 22FDX+ offer minimal power leakage, leading the charge forward to a future of higher performance, lower power vehicles.

Finally, how is GlobalFoundries enabling the next generation of automotive MCUs to support the shift to software-defined vehicles?

GF offers scalability with automotive-qualified platforms to serve diverse SDV needs ranging from compute-heavy analog-heavy or analog-light zonal MCUs to compute-light analog-heavy last mile MCUs. Each GF platform offers a broad portfolio of automotive qualified IPs relevant to its performance class and supported applications.

Resilience is a key part of the equation for success, especially given the long and complex path that comes with qualifying MCU alternatives. That’s why we’ve built a global team and manufacturing footprint, ensuring our customers have reliable access to cutting-edge MCU technologies. This approach empowers us to support the world’s leading automotive manufacturers as they embrace the next chapter of software-defined vehicle architecture.

Wael Fakhreldin is a director of automotive processing at GlobalFoundries. He focuses on automotive microcontrollers, microprocessors, AI accelerators and chiplets enabling next generation vehicle electronic architectures.