Light-speed ambition: GlobalFoundries acquires AMF and InfiniLink to power the AI datacenter revolution November 25, 2025 By Kevin Soukup, Senior Vice President of Silicon Photonics Business, GlobalFoundries Artificial intelligence is redefining how the next generation of datacenter networks are architected. With traditional copper connections nearing their limits, silicon photonics leverages light to deliver higher bandwidth and improved energy efficiency, driving the next wave of datacenter innovation. To address this critical need across datacenters and long-haul communications, GF is taking decisive steps to advance silicon photonics and reinforce its leadership in the field through two strategic acquisitions: Advanced Micro Foundry (AMF), a silicon photonics foundry based in Singapore, and InfiniLink, a startup specializing in advanced optical data connectivity chips, based in Cairo, Egypt. These strategic acquisitions, in addition to expanding manufacturing capacity, turbocharge our roadmap. They expand our manufacturing muscle and enhance our design capabilities, enabling us to deliver a superior, broader roadmap for both pluggable transceivers and co-packaged optics (CPO). This opens new opportunities into adjacent markets like sensing and quantum computing. Why AMF: Capability, reach and resilience AMF is a premier silicon photonics foundry with a proven 200 mm platform and deep expertise in “within data center” and “long‑haul” optical communications. This acquisition means instant capacity, broader technology and a competitive advantage across AI datacenters and communications. We will continue to support demand on AMF’s 200mm lines and, as the market grows, we have a clear path advancing toward 300mm in Singapore—improving supply assurance across regions globally. This acquisition also accelerates our Singapore operations and complements our U.S. photonics footprint, enabling us to serve silicon photonics markets in both North America and Asia, helping our customers build secure, resilient supply chains. As for what’s next in Singapore, we intend to establish a Silicon Photonics Center of Excellence, including collaboration with A*STAR, to advance next‑generation materials, packaging and platforms targeting 400G/λ based solutions. With AMF joining GF, we expect to become the largest pure‑play silicon photonics foundry by revenue. Why InfiniLink: Design depth for connectivity InfiniLink, a design-focused company with deep expertise in connectivity chips, brings advanced capabilities in high‑speed connectivity, including SerDes, optical transceiver chipsets and monolithic silicon photonics. Every customer engagement at GF starts with a deep discussion about system architecture, link budget, and a variety of design choices. Their engineering talent and IP enhance GF’s in‑house design capabilities and will help a broad range of customers strengthen their optics roadmaps and design into GF. Together, they enable our customers’ differentiation and delivery of complete optical engine modules for both pluggable and co-packaged optics—accelerating innovation and optimizing performance. Better together: Manufacturing and design for end‑to‑end differentiation Adding AMF’s manufacturing expertise and InfiniLink’s design expertise and portfolio to GF’s established silicon photonics business helps accelerate the journey from a great concept to a qualified product running high in volume, further streamlining time to value for customers. Here’s what that means: End‑to‑end photonics solutions—from design IP and reference designs to process and PDKs to packaged modules—meeting customers both where they design and where they manufacture. A multi‑year roadmap for pluggables and CPO that increases bandwidth while reducing the pJ/bit for high speed data transmission. Accelerating growth of photonics into adjacent applications, including sensing and LiDAR for physical AI, industrial and automotive markets, and emerging quantum systems, supported by broader technology and packaging toolkits. What our customers can expect These strategic acquisitions will expand GF’s technology portfolio, both inside and outside the datacenter. Customers can expect secure, in-region supply with additional manufacturing value supported by complementary facilities in both the U.S. and Singapore, providing multi-region sourcing and stronger supply chain resilience. With expanded technology capabilities brought into GF’s portfolio through new solutions, IP and talent, customers will also benefit from faster innovation cycles, with integrated design and manufacturing that accelerate progress toward 400G/λ solutions. And with closer co-development, partners can engage earlier on complete CPO modules and connectivity chipsets, working more seamlessly with hyperscalers and enterprise customers from the start. Forging a strong path forward Silicon photonics is an essential infrastructure for the AI era, and we’re excited to partner with companies that share this vision. With the latest acquisitions of AMF and InfiniLink, GF is building a globally competitive, innovation‑driven “GDS to OE module” platform that helps customers move data faster and more efficiently. Forward-looking information This blog post may contain forward-looking statements, which involve risks and uncertainties. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof.
RPI and GlobalFoundries Partner on Semiconductor Research, Education, and Workforce Development Initiatives November 24, 2025 New strategic partnership to include educational opportunities for RPI students, support for RPI faculty, STEM outreach, talent pipelines, curriculum development, and joint R&D programs. Rensselaer Polytechnic Institute (RPI), the first technological research university in the United States, and GlobalFoundries (Nasdaq: GFS) (GF), a leading semiconductor manufacturer, today announced a new strategic partnership to foster collaboration on semiconductor research, education, talent, and workforce development. By creating and implementing new educational, engagement, and research opportunities for students and faculty, RPI and GF are driving semiconductor innovation and producing the next generation of leaders in the semiconductor industry. The agreement builds on and formalizes a longstanding collaboration between the two institutions. GF recently endowed two Dean’s Faculty Fellows in the School of Engineering to recognize outstanding mid-career faculty working in the areas of mutual interest in chips and semiconductors. Additionally, GF has supported RPI students with a strong interest in the semiconductor industry and RPI’s Community College Scholars Program. GF and RPI are also engaged in a unique curricular development initiative, bringing modern practical industrial perspectives into the classroom through lectures in RPI’s Microelectronics Manufacturing courses. These courses are led by industry experts from GF and include field trips to GF’s fabs, benefitting graduate and undergraduate students from many disciplines. The program is currently in its fourth year and has engaged nearly 200 students interested in semiconductor manufacturing. More than 150 RPI alumni currently work at GF, and each year a sizeable cohort of RPI students are hired for internships and full-time roles at the company. RPI recently opened a 6,000 square-foot facility at NY Creates’ Albany NanoTech Complex, where GF maintains a significant presence. RPI professors are also active in GF’s University Partnership Program, a design innovation program that bridges the academia-to-industry gap. “RPI has a long history of groundbreaking research and education in semiconductors and microelectronics,” said RPI President Martin Schmidt ‘81, Ph.D. “Formalizing a strategic partnership with GlobalFoundries allows RPI faculty, students, and researchers to collaborate with one of the world’s most innovative and technologically advanced companies to advance solutions that benefit society and foster economic development in New York State, across the country, and globally.” “GlobalFoundries is at the forefront of essential innovation, and this new partnership with RPI strengthens our ability to deliver differentiated semiconductor technologies and shape the future of microelectronics,” said Dr. Ted Letavic ‘90, Ph.D., corporate fellow and senior vice president of technology and innovation at GF. “By combining RPI’s world-class research and education with GF’s industry expertise, we are creating opportunities that will accelerate technology development, strengthen the workforce through a robust talent pipeline and drive economic growth in New York and beyond.” The strategic partnership recognizes RPI as a GlobalFoundries strategic university partner and incorporates GF into RPI’s Industry Engagement Program (IEP). Formalizing this relationship allows RPI and GF to continue their current collaborations while developing a roadmap to expand the partnership into areas such as joint faculty/engineering exchanges and cutting-edge R&D initiatives. For RPI, the relationship will be managed by the Office of Strategic Alliances and Translation (OSAT), RPI’s new portfolio for industry partnerships and research translation. About RPI Founded in 1824 for the application of science to the common purposes of life, Rensselaer Polytechnic Institute is the first technological research university in the United States. Today, it is recognized as a premier university, noted for its robust and holistic learning community that connects creativity with science and technology. RPI is dedicated to inventing for the future, from shaping the scientists, engineers, technologists, architects, financiers, managers, and entrepreneurs who will define what’s next for humanity, to research that bridges disciplines to solve the world’s toughest problems. Learn more at rpi.edu. 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 the 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. Forward-looking Information This news release may contain forward-looking statements, which involve risks and uncertainties. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. GF undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.
GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and Manufacturing for AI Datacenters and Critical Power Applications November 20, 2025 New technology and foundry partnership expands U.S. capacity for advanced GaN technology, design and at-scale manufacturing to support a wide range of power management applications MALTA, N.Y. and TORRANCE, C.A., November 20, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) and Navitas Semiconductor (Nasdaq: NVTS) today announced a long-term strategic partnership to strengthen and accelerate U.S.-based gallium nitride (GaN) technology, design and manufacturing. Together, the companies will collaborate, develop and deliver advanced solutions for critical applications in high power markets that demand the highest efficiency and power density, including AI datacenters, performance computing, energy and grid infrastructure and industrial electrification. Navitas Semiconductor, a pioneer in GaN and high-voltage SiC technologies, has achieved successful GaN deployment in high-volume markets such as mobile fast chargers, consumer, performance computing, electric vehicles, energy storage and industrial devices and is working to accelerate GaN adoption in high power markets. GF brings decades of experience as a trusted global foundry partner, ensuring reliable, high-quality production at scale. Through this long-term partnership, GF and Navitas Semiconductor will manufacture next-generation GaN technology at GF’s Burlington, Vermont facility, leveraging the site’s expertise in high-voltage GaN-on-Silicon technology and Navitas Semiconductor’s long established GaN technology and device expertise. Development is set for early 2026 with production expected to begin later in the year. By combining GF’s world-class manufacturing capabilities and Navitas’ leadership in GaN innovation, this strategic partnership will provide customers with the most advanced, secure and scalable GaN solutions. Together, the companies will enable customers to achieve a U.S. pathway for GaN, supporting national security and competitiveness while driving decarbonization across next-generation energy and compute platforms. “GaN is transforming how the world moves power. And this partnership represents a significant step forward for U.S. semiconductor leadership and the deployment of GaN technology to address essential applications,” said Tim Breen, CEO of GlobalFoundries. “By joining forces with Navitas, we are enabling a secure and sustainable supply chain for GaN technologies that power the future of AI, energy and industrial innovation.” “GaN adoption is accelerating in high power semiconductor markets such as AI datacenters, performance computing, energy and grid infrastructures and industrial electrification, and our collaboration and partnership with GF ensures that Navitas can deliver the performance, efficiency and scale our customers demand and to manufacture those solutions in critical and national security applications in the United States,” said Chris Allexandre, President and CEO of Navitas. “Together, we are building a foundation for next-generation applications that are critical to national competitiveness and energy sustainability. Our partnership with GF is another milestone and step forward for Navitas 2.0”. 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. About Navitas Navitas Semiconductor is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, performance computing, energy and grid infrastructure, and industrial electirication. With more than 30 years of combined expertise in wide bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™ high-voltage SiC devices leverage patented trench-assisted planar technology to provide industry-leading voltage capability, efficiency, and reliability for medium voltage grid infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral®-certified. Forward-looking information This news release may contain forward-looking statements, which involve risks and uncertainties. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. Neither GF nor Navitas Semiconductor undertakes any obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law. Media contacts: GF Stephanie Gonzalez [email protected] Navitas Semiconductor Vipin Bothra [email protected]
GlobalFoundries and BAE Systems Collaborate on Semiconductors for Space November 19, 2025 GF’s semiconductor technology, securely manufactured in the U.S., will be radiation-hardened by BAE Systems to withstand the harsh environment of space MALTA, N.Y., November 19, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) today announced that BAE Systems will use GF’s advanced FinFET semiconductor technology in a new offering for space applications. Securely manufactured at GF’s facility in Malta, New York, this technology enables BAE Systems and others to create highly differentiated chips for electronic systems to withstand the harsh environment of space. With its new RH12™ Storefront, BAE Systems, using its intellectual property and design techniques, has created a turnkey solution to allow for the rapid development of custom radiation-hardened semiconductor solutions for space applications. These chips are manufactured using GF’s high-volume commercial 12LP FinFET technology platform that delivers excellent processing performance, secure connectivity, exceptional power efficiency and reliability for demanding applications such as space avionics and telecommunications. With integrated features for RF, low-power memory and logic, the 12LP platform enables customizable, compact designs for increasingly complex technologies that handle processing and connectivity. “Our work with BAE Systems is a tremendous example of the value GF can create using our feature-rich commercial semiconductor platforms to create new, highly differentiated chips for use in sensitive aerospace and defense systems,” said Ezra Hall, senior director of aerospace, defense and critical infrastructure at GF. “GF’s essential chips deliver the performance, reliability and yield of our commercial offerings but with custom enhancements for aerospace and defense applications and security features, enabled through our DMEA accreditation.” “Our RH12 Storefront provides a turnkey solution for customers requiring radiation-hardened 12 nanometer integrated circuits,” said Joe Dziezynski, director of Space Systems at BAE Systems. “This approach uses commercial foundry technology for space missions, qualifying not only the library components but also the process for how each of those components are designed into customer integrated circuits. Customers now have a one-stop-shop for state-of-the-art microelectronics performance to complete their missions in the harsh space environment.” BAE Systems applies radiation-hardening design techniques to enable chips to be used in space. GF is a longstanding supplier to BAE Systems and supplies chips built on its 12S0 SOI technology. The new offering on GF’s FinFET platform enables a new generation of reliable, high-performance and energy-efficient chips for space-based computing. GF’s Malta, New York facility is accredited to securely and reliably manufacture sensitive chips for BAE Systems and other aerospace and defense customers, meeting strict standards for manufacturing semiconductors used in critical land, air, sea, and space systems. Additionally, GF complies with ITAR and EAR export controls, reinforced by GF’s industry-leading GF Shield security platform. 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. About BAE Systems BAE Systems, Inc. and its nearly 41,000 people are part of a global defense, aerospace, and security company with approximately 100,000 employees worldwide. We deliver a full range of products and services for air, land, sea and space, as well as advanced electronics, intelligence, security, and IT solutions and support services. Our dedication shows in everything we do. Inspired by the exceptional, our ambitious teams design, produce, and deliver—to protect those who protect us in a high-performance, innovative, flexible, and collaborative culture. We push the limits of possibility to provide a critical advantage to our customers where it counts
GlobalFoundries Acquires Advanced Micro Foundry, Accelerating Silicon Photonics Global Leadership and Expanding AI Infrastructure Portfolio November 17, 2025 GF now the largest pure-play silicon photonics foundry, expanding global manufacturing capabilities to serve a broader customer base and meet the growing optical communication demands of AI datacenters SINGAPORE – November 17, 2025 – GlobalFoundries (NASDAQ: GFS) (GF) today announced the acquisition of Advanced Micro Foundry (AMF), a silicon photonics foundry based in Singapore, marking a pivotal step in GF’s strategy to advance innovation and its leadership in silicon photonics. This acquisition will expand GF’s silicon photonics technology portfolio, production capacity and research and development in Singapore, complementing its existing technology capabilities in the U.S. and unlocking new market opportunities with a broader set of datacenter and communication technologies. GF’s acquisition of AMF brings together AMF’s manufacturing assets, extensive intellectual property and skilled talent to significantly expand GF’s silicon photonics technology and establish the company as the largest silicon photonics pure-play foundry by revenue. Leveraging over 15 years of AMF’s manufacturing expertise, GF will address demands in long-haul optical communications, computing, LiDAR and sensing on AMF’s 200mm platform in Singapore with plans to scale to 300mm as market needs grow, ensuring reliable global supply for AI datacenters, communications and next-generation applications. As traditional copper connections reach their physical limits, silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance. As GF continues to expand its U.S. manufacturing capacity for silicon photonics in New York, this acquisition accelerates the ramp of our Singapore operation, enhancing supply chain resilience and enabling customers to source secure, differentiated solutions from multiple geographies. “Silicon photonics technology is essential for AI infrastructure. As data moves faster and workloads grow more complex, the ability to move information with greater speed, precision and power efficiency is now fundamental to AI datacenters and advanced telecom networks,” said Tim Breen, CEO of GF. “Acquiring AMF enables GF to deliver an expanded, and differentiated, decade-long roadmap for pluggable transceivers and co-packaged optics, while accelerating growth of photonics into adjacent markets such as automotive and quantum computing.” In line with the acquisition, GF plans to establish a silicon photonics research and development center of excellence (CoE) in Singapore. This CoE will partner with the Agency for Science, Technology and Research (A*STAR), Singapore’s lead public sector R&D agency, to advance GF’s innovation roadmap by focusing on next-generation materials for ultra-fast data transfer at 400Gbps speed. This collaboration will enhance the company’s silicon photonics platform to provide high-performance, secure data transfer solutions to our customers worldwide. “AMF and GF share a vision of innovation and close customer partnerships to deliver differentiated solutions,” said Jagadish CV, CEO of AMF. “With complementary technology portfolios, we are proud to join forces with a trusted manufacturer with global reach, and together, look forward to advancing silicon photonics technology for a broader range of markets and customers.” A slide presentation with more details can be found on GlobalFoundries’ Investor Relations website at https://investors.gf.com. About Advanced Micro Foundry Advanced Micro Foundry (AMF) Singapore is the world’s first specialty Silicon Photonics foundry. AMF offers a full spectrum of manufacturing, prototyping, and testing services, all supported by proprietary technology platforms. These platforms are enhanced by continuously evolving Process Design Kits (PDKs), which are designed in-house for applications in sectors like Telecom, Data Centers, LiDAR, and Sensors. AMF’s commitment to device innovation and excellence in delivery has been pivotal in the rapid growth of Silicon Photonics products globally. 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. Forward-looking information This press release contains forward-looking statements regarding and in connection with GF’s acquisition of AMF, including but not limited to expected market demand and growth trends for silicon photonics; product development and demand and related business strategy plans; business opportunities, partnerships and positioning; and trends and market demands in AI development. Forward-looking statements are subject to a broad variety of risks and uncertainties, including, but not limited to, potential delays or failures to integrate the acquired operations, technologies, services and personnel, to further develop the acquired business and technology and transition customers, and to perform the ongoing contractual obligations in connection with the AMF acquisition, as well as potential adverse effects or changes to relationships with customers, employees, suppliers or other parties resulting from the completion of the AMF acquisition, any of which could adversely affect our business, including current plans and operations. Readers are cautioned not to place undue reliance on any of these forward-looking statements and urged to review 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. These forward-looking statements speak only as of the date hereof and are based on current expectations, assumptions, estimates, forecasts, projections and limited information available at the time they are made. GF undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law. Media contact: Kenneth Craig GF Corporate Communications [email protected]
Powering the future: Why GF’s new agreement with TSMC is supercharging GaN innovation November 17, 2025 On Nov 11, GlobalFoundries announced a new partnership with Taiwan Semiconductor Manufacturing Company (TSMC) on gallium nitride technology to power the next generation of products for data center, industrial and automotive power applications. We sat down with Téa Williams, the Senior Vice President of the Power Business at GF, to discuss this technology agreement, why GF is doubling down on GaN and what customers can expect next. What is the technology agreement between GF and TSMC, and why does it matter? GF has entered into a technology licensing agreement with TSMC for 650V and 80V GaN power technologies. In practical terms, this enables us to accelerate development and commercialization of next‑generation GaN products for both industrial applications, like data centers, as well as consumer applications like automotive and smart mobile. For us, this partnership is a strategic step that blends TSMC’s proven process IP with GF’s GaN offerings and manufacturing scale. Not only will this agreement drive the development of our next-generation GaN chips to address power needs for mission critical applications, but it will also provide U.S.-based GaN capacity for our global customer base. Why is GaN so important right now? Traditional silicon CMOS is hitting performance limits for high‑efficiency power conversion. GaN delivers higher efficiency, greater power density, and more compact systems. This is exactly what’s needed for hyperscale data centers, electric vehicles, renewable energy systems and fast charging electronics. GaN is empowering our customers to achieve more with less energy and less space. What’s driving GF’s growing investment in GaN? We’re doubling down on GaN for three key reasons. First, the market pull is undeniable. We’re seeing exploding demand for efficient power conversion — everywhere from electric vehicles to AI data centers to power grid modernization. Second, GaN is simply the right technology for the job. Its performance hits the sweet spot for some of the toughest system requirements out there, including high voltage, high frequency, and thermal robustness. Finally, we can bring something unique to the table. We combine differentiated GaN technology with a holistic approach to reliability, all the way from process development to device performance and application integration. That means we’re delivering solutions built to thrive in harsh environments and last for the long haul. How will customers benefit from this agreement? By giving customers access to proven GaN nodes, we’re accelerating both our own roadmap and our customers’ design cycles, so that they can get their products to the market faster. As we offer advanced GaN manufacturing with U.S.-based capacity to serve global programs, we’re strengthening our domestic manufacturing capabilities. That means greater geographic diversity and stronger supply chain resilience for our customers. Will customers in the U.S. be the only ones to benefit from this? This will be beneficial to our customers from a global perspective. We are in discussion with many US and multinational customers that are eager to engage with us as we ready GaN for production. Talking about ramping GaN, I want to also mention our Kolkata Power Center in India (ex-Tagore team), which has been a critical part of our GaN strategy. This center is closely aligned with GF’s facility in Burlington. I am excited to build on the complementary skillsets between these locations to further advance GF’s research, development and leadership in GaN chip manufacturing on a global scale. Why will GaN technology be qualified and produced in Burlington, Vermont? Burlington, Vermont is a center of innovation for GaN. Our site has deep expertise in high‑voltage GaN‑on‑Silicon and is equipped to scale volume production for customers who need next‑generation power devices with the highest standards of quality and reliability. We’re excited to continue investing in these efforts, and have Burlington be the shining example of 200mm GaN Center of excellence. How does this support U.S. semiconductor leadership, and is it driven by trade policy and tariffs? This agreement is about accelerating time to market, and building a resilient, balanced manufacturing footprint here in the U.S. By qualifying advanced GaN technologies on U.S. soil, we’re strengthening the domestic supply of essential power semiconductors while serving global markets. Despite tariffs or trade policy continuing to evolve, this move is about supporting customers, boosting national competitiveness and growing the broader semiconductor ecosystem. What’s coming up next for customers? For any customers planning product launches in 2026–2027 for data centers, industrial or automotive segments, now’s the time to get involved. The Power team is collaborating closely with sales and manufacturing to plan an orderly ramp of top customers while building scale to serve the market as broadly as possible. Any final thoughts, Téa? There has never been a better time to be in Power Semiconductors! I am truly inspired about what we are building here at GF with GaN, BCD and integrated magnetics. Each of these process pillars by themselves can lead to outstanding opportunities, but when these strengths are put together, they unlock true differentiation in power product design. We live in a world where energy consumption will only matter more every day: from smartphones to massive data centers. With our innovation and ingenuity in how to contribute to more sustainable and greener power solutions, GF is creating a better future now. About the Author Téa Williams is Senior Vice President, Power Business at GlobalFoundries (GF), a position she was appointed to in 2023. She brings more than 20 years of extensive experience in strategic business development, product development, and operations management in the semiconductor industry. Before joining GF, she served as Senior Vice President of Lumentum’s 3D Sensing Business and spent 17 years at Texas Instruments in roles spanning business leadership, site management and engineering. She holds both a Bachelor of Science and a Master of Science in Electrical Engineering from the University of Arkansas as well as Executive Education from INSEAD and Harvard Business School Executive Education.
GlobalFoundries to Host Inaugural Business and Strategy Webinar November 14, 2025 MALTA, N.Y., November 14, 2025 – GlobalFoundries (NASDAQ: GFS) today announced that it will host a webinar for investors and analysts on Wednesday, December 3, 2025, at 10:00 a.m. ET. At this event, GF’s business leaders will provide a market, technical, and strategy update on the opportunities for GF across the rapidly evolving Physical AI market. The upcoming webinar will showcase how GlobalFoundries’ MIPS and ultra-low power solutions are driving the evolution of smart, autonomous, and connected devices from edge to physical AI applications. Webcast Information Presentations will be followed by a Q&A session. Interested parties may join the scheduled conference call by registering here. A webcast will be available on GlobalFoundries’ Investor Relations website at https://investors.gf.com. 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 the 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. For further information, please contact: [email protected]
GlobalFoundries Reports Third Quarter 2025 Financial Results | GlobalFoundries Inc. November 12, 2025
GlobalFoundries Licenses GaN Technology from TSMC to Accelerate U.S.-Manufactured Power Portfolio for Datacenter, Industrial and Automotive Customers November 10, 2025 Technology licensing agreement will advance development of GF’s next generation GaN technologies with products available in late 2026 MALTA, N.Y., November 10, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) today announced that it has entered into a technology licensing agreement with TSMC for 650V and 80V Gallium Nitride (GaN) technology. This strategic move will accelerate GF’s next generation of GaN products for datacenter, industrial and automotive power applications and provide U.S.-based GaN capacity for a global customer base. As traditional silicon CMOS technologies hit their performance limits, GaN is emerging as the next-generation solution for meeting the increasing demand for higher efficiency, power density and compactness in power systems. GF is developing a comprehensive GaN portfolio, including high-performance 650V and 80V technologies aimed at enabling electric vehicles, datacenters, renewable energy systems and fast-charging electronics. GF’s GaN solutions are designed for harsh environments, with a holistic approach to GaN reliability that spans process development, device performance and application integration. GF will qualify the licensed GaN technology at its manufacturing facility in Burlington, Vermont, leveraging the site’s expertise in high-voltage GaN-on-Silicon technology to accelerate volume production for customers seeking next-generation power devices. Development is set for early 2026, with production to begin later in the year. “This agreement reinforces GF’s commitment to innovation and its strategic focus on differentiated technologies that address essential power devices that we use to live, work and connect,” said Téa Williams, senior vice president, power business at GlobalFoundries. “With the addition of this proven GaN technology, we will accelerate the development of our next-generation GaN chips and deliver differentiated solutions that address critical power gaps for mission critical applications from the datacenter, to the car, and to the factory floor.” 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 the 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. Forward-looking information This news release may contain forward-looking statements, which involve risks and uncertainties. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. GF undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law. Media Contact: Stephanie Gonzalez [email protected]
