Embedding Physical AI at the RF edge for defense systems March 10, 2026 How GlobalFoundries and MIPS enables “sense–think–act–communicate” architectures for radar, SATCOM, and electromagnetic advantage. Ashish Shah, Deputy Director, Aerospace and Defense, GlobalFoundriesEric Schulte, Sales Director, MIPS Defense RF platforms are evolving from “sense-and-stream” architectures to “sense–think–act–communicate” Physical AI architectures where inference and control occur as close to the antenna as possible to shorten decision loops and improve performance in contested environments. This shift is driven by rapidly increasing spectrum and waveform complexity, paired with strict size, weight, power and cost (SWaP‑C) constraints, and the growing need for trusted microelectronics in sensitive defense applications. In practical terms, operators need RF systems that can adapt to dense spectral occupancy, interference, jamming/spoofing, multipath and complex multi-function sensor operations without relying on high latency backhaul to centralized compute. As spectrum becomes more crowded, and decisions more real time, defense systems must redesign RF architectures to achieve in-theatre electromagnetic advantage with closed-loop, edge-resident intelligence. Physical AI is not a software add-on with associated high overhead. It is a real-time workload within the RF signal chain driving performance upgrades to RF fidelity, compute, power/thermal design and mission assurance from silicon through deployment. What changes with Physical AI in RF systems (systems view) Traditional RF architectures often capture, digitize and stream data to downstream processing, resulting in limited ability to respond quickly to dynamic threats or changing propagation conditions. Physical AI changes this paradigm by placing decision-making in the loop, enabling the RF system to sense–think–act–communicate. For radar, SATCOM/communications and electromagnetic advantage, this Physical AI approach translates into energy efficient functions such as adaptive waveform selection, beam/mode scheduling, interference recognition/avoidance, emitter classification and spectral triage happening closer to the sensor—reducing latency and bandwidth demand while improving resilience. Three system-level challenges to address 1) RF fidelity (wide spectral bandwidth + dense interference) Physical AI implementations in RF applications are only as good as the signals they receive. If the RF front end saturates, distorts, or loses linearity in the presence of blockers, downstream feature extraction and inference can be compromised. System architects should continue to improve linearity, isolation and predictable RF behavior as they look to implement Physical AI. Example outcomes: Radar: higher signal-to-noise ratio improves AI-assisted clutter/interference handling and classification. SATCOM/Comms: stable front-end behavior improves interference avoidance and link adaptation decisions. Signal Intelligence: high isolation protects feature extraction for real-time classification and geolocation under co-site emitters. 2) SWaP‑C + thermal headroom for in-loop inference and control Implementing intelligence at this level adds compute and memory requirements near the RF sensor. Many defense platforms have tight power, thermal and size constraints while requiring deterministic timing. Embedded processors enable event-driven “compute bursts” (infer when needed, return to low-power monitoring when idle) and provide predictable control paths to keep the sensing loop stable while staying within constraints. 3) Uninterrupted supply of uncompromised microelectronics Readiness and deterrence require assured access to microelectronics components that are securely designed, manufactured and tested, with robust protections for confidentiality and integrity and verifiable provenance traceability. Thwarting the adversary also demands less vulnerable microelectronics that integrate more of the digital and RF functions. For adaptive systems, primes also need a credible path for secure updates (firmware and models) via secure communications. GF technologies support both CMOS and high-performance RF circuit integration to design advanced signal processing functions with high performance RF signal chains. GF and MIPS enable embedded Physical AI Physical AI success depends on more than inference throughput. It requires deterministic closed-loop control inside the RF chain. MIPS embedded cores best serve as that decision and control anchor that turns RF observations into timely actions, supporting local classification, policy selection and real-time modification of the RF signal chain. Integrated using GF technologies, this approach can reduce integration and adversary compromise risk (fewer off chip interfaces), improve timing predictability and support qualification paths that require trusted manufacturing options. MIPS anchors its value proposition with targeted solutions aligned to customer-specific workloads. This enables defense integrators to tune microarchitecture and real-time features to the exact sensing, classification and control loops required by mission profiles while simultaneously optimizing power and performance. By nature of the RISC-V instruction set architecture (ISA) being an open standard, customers can perform independent verification of the privilege models and security extensions while also avoiding vendor lock-in or any opaque microarchitectural behaviors. Additionally, the open standard of RISC-V enables tailored ISA extensions, hardware roots of trust and domain-specific cryptographic accelerators. Mission capability is advanced, and integration risks are mitigated by using MIPS Atlas Explorer virtual platform for digital engineering with software-first development. This digital twin of the CPU core provides early workload validation and pre-silicon performance modeling necessary for shortening development and qualification timelines. The entire Atlas portfolio from MIPS is purpose-built for Physical AI workloads by combining deterministic control, scalable compute and security primitives to support the next generation of RF systems. MIPS embedded Physical AI cores at the RF edge (Proven Partner): • Deterministic real-time control to close the sense→think→act→communicate loop near the RF data path • Configurable architecture to tailor compute to RF-control + lightweight inference workflows • Low-power integration aligned to SWaP‑C • Secure deployment alignment to support long-life platforms and controlled updates within trusted design, manufacturing, and test flows Building the right RF-to-AI architecture from the start If you are developing AI-assisted RF capabilities for radar, SATCOM/communications, or signal intelligence, GlobalFoundries can help map system requirements to the right combination of RF platform, help you architect embedded MIPS Physical AI cores and trusted secure supply options—accelerating from architecture definition to fielding tested qualified microelectronics while reducing system integration risk. Engage GF (MIPS) early to align on the embedded processor subsystem choices for deterministic Physical AI at the RF edge.
MIPS and INOVA Collaborate to put Physical AI into the palm of Robotic hands with new Reference Platform March 9, 2026
Winning the Physical AI era together: Q&A with MIPS CEO Sameer Wasson March 9, 2026 As Physical AI moves from concept to deployment, intelligence must be distributed across machines at the edge, in real time and under strict power, latency, safety and cost constraints. To prepare for the Physical AI era to take off, GF acquired MIPS, a leading provider of AI and embedded processor IP, software and tools. We sat down with Sameer Wasson, CEO of MIPS, to discuss how the combined strengths of MIPS’ architecture, IP and design with GF’s differentiated process technologies gives customers a differentiated path to Physical AI: deterministic, safety-capable compute running at the edge, unlocking the next wave of real machines that sense, think, act and communicate in real time – and how GF’s purpose-built platforms enable it at scale. Why was bringing MIPS into GF the right strategic move to help address the Physical AI market? AI is at an inflection point and customers need real-time, deterministic intelligence that interacts with the physical world safely and reliably – what we call Physical AI. MIPS brings a 40-year heritage of efficient, scalable compute for performance critical systems, now centered on RISC-V application processors and real-time subsystems designed for low latency, functional safety and power efficiency. Pairing that with GF’s differentiated process technologies and global manufacturing gives customers something unique: a platform that spans IP, custom silicon and volume production so they can get to working silicon faster and tailor it to real-world edge AI. From powering the Nintendo 64 released in 1996, to Mobileye’s most advanced driver-assistance chips EyeQ6 with over 200 million ADAS SoCs shipped, and even serving as the foundation for leading cloud hyperscalers’ infrastructure, we have a track record to deliver workload focused performance at scale. GF’s decision to acquire MIPS last year was about coming together to create a more flexible, differentiated offering for customers by pairing GF’s leading process technology and manufacturing scale with MIPS’ processor IP and software enablement. That was the rationale that sat at the core of the decision, with a shared goal to help our customers get to working silicon faster and tailor that silicon to real-world edge AI needs. The timing couldn’t align better with the surge in AI demand across transportation, communications & datacenter infrastructure, robotics and intelligent edge markets. How does intelligence show up in each stage of Physical AI workloads for customers? Physical AI takes the capabilities of AI models from the data center and deploys it at the edge. The foundation of Physical AI is what I like to call the S.T.A.C., the closed-loop workload that enables platforms to Sense, Think, Act, Communicate and empowers edge platforms to be intelligent, without sacrificing latency, safety, privacy or efficiency. Each stage has distinct compute and system requirements, and the most successful platforms co-optimize them rather than over-build any single part. For Sense, the system collects real-time data from sensors like cameras, LiDAR, radar and analog inputs, to understand its surroundings. It must efficiently fuse and prioritize these different data types while staying within tight power limits. In the Think stage, the system quickly interprets sensor data and makes decisions using on-device AI and control algorithms. This requires high-performance, low latency compute that delivers deterministic results within strict power budgets—especially for robots and vehicles operating at the edge. In the Act stage, the system converts decisions into physical movements by controlling motors, actuators, brakes or robotic limbs. This stage demands ultra-low latency and highly reliable responses so actions like braking or obstacle avoidance happen within milliseconds. The Communicate stage is where the system shares information internally and externally—between subsystems, other devices, the cloud or even humans. This requires secure, low latency connectivity and support for multiple communication standards (such as Bluetooth® LE or 5G) without introducing delays. In essence, there’s intelligence of different kinds in every stage, from algorithms to better enact precise movement, to advanced multi-modal perception processing. Each customer’s workload will be a little different inside the S.T.A.C. loop, making flexibility key to successfully enabling Physical AI at the edge—without breaking power, latency or safety budgets. 抱歉,此视频需要 Cookie 同意。 请接受营销 Cookies以观看本视频。 Where does MIPS differentiate across the S.T.A.C. loop? MIPS differs in two key areas; one is our software-first co-design approach. We start by profiling the customers’ workload, running their stack on our virtual platforms and core simulators to expose bottlenecks early. Then we shape the silicon around that from custom instructions to memory subsystem tweaks, so the shipped SoC meets real-world KPIs on day one. Our Atlas Explorer virtual platform is a good example of this “shift-left” approach. The second is our deep, workload-specific hardware optimization on open RISC-V. Because our IP is modular, we can tailor cores and subsystems. MIPS has spent years pioneering multi-threading and functional safety capabilities in our processor IP to deliver event-driven, deterministic real-time performance and functional safety. At the end of the day, we enable our customers to run their workloads on our core models to get insights into platform design ahead of silicon. This helps our customers align their workload and IP selection for the right stages of the workload they are trying to address. The open and modular nature of RISC-V enables us to deliver targeted workload enhancements at the hardware level, down to the core, unlocking deep levels of efficiency and performance. You’ve talked about MIPS’ software-first approach. What does that look like in practice? It means we start by understanding and profiling the customer’s software workload before finalizing the hardware. By first understanding the software workload, we can deliver insights into optimizations to help with software/hardware co-design. By doing this, we can identify bottlenecks or specific functions that consume a lot of cycles and then optimize our IP to handle those efficiently. For example, if an autonomous drone’s navigation software is taxing the CPU, we might introduce a custom instruction or tweak the memory subsystem to accelerate it. This co-design process creates a tight feedback loop between software and hardware. As the demand for high-performance, domain specific compute accelerates, the ability to analyze and optimize interactions between workloads and customizable compute platforms becomes a true competitive advantage. A software-first approach closes the gap between hardware and software teams, enabling smarter architectural decisions and establishing a scalable, low risk workflow for building Physical AI platforms aligned with real-world performance targets. In other words, by the time chips are fabricated, customer software is already running smoothly on the silicon. This engagement model ultimately accelerates time to market because we’ve done all the tuning upfront. It also reduces risk in production cycles and empowers deeper partnerships—we work hand-in-hand with customers, which means we’re not just a vendor, we’re a collaborator in their product development. Ultimately, a software-first mindset leads to a scalable, low-risk workflow for building Physical AI platforms: you get the performance you need with fewer surprises, and you hit your performance targets much more reliably. How would you describe the value proposition from the combined GF + MIPS portfolio? It’s platform leverage. The requirements of new physical AI products converge around the GF and MIPS portfolio; a need for ultra-low power platforms that operate reliably in harsh conditions, operate safety and securely and are imbued with intelligence; and delivered with supply chain resilience. Together, we address the critical needs of next-generation Physical AI products by bridging advanced silicon technology with intelligent processor design. GF’s ultra-low power technologies, including its FDX and FinFET platforms, enables full system integration and reduces power leakage with adaptive body-biasing, to stay within the tight power envelopes of Physical AI applications require. GF’s embedded memory, RF integration and advanced packing also empower us to build dense, efficient SoCs that Physical AI depends on for real-time responsiveness and power efficiency in deployed systems. With this synergy of our portfolios, we can now help customers: Achieve the lowest power and highest integration in the industry Meet the latency, power and cost constraints for edge devices Accelerate time to market and drive their supply chain resilience As the CEO of MIPS, what about GF drew you in to joining forces with their team? For me, it’s always been about how we can unlock the most value for our customers. When I considered what we could achieve together in the face of the rapidly emerging Physical AI market, it was a no-brainer. With the acquisition, we’ve created a more complete customer engagement model that allows us to support customers at multiple levels including IP, custom silicon and software. Very few companies can bring that full stack to the table. If a standard, off-the-shelf chip doesn’t cut it for a customer’s needs, now we’ll build one that does and manufacture it for them. That level of partnership is what drew me in. Beyond building leading technology platforms, GF’s resilient manufacturing footprint spanning the globe means we can scale our efforts and position ourselves to lead in high-growth areas like autonomous driving, smart devices and industrial automation. This geographic reach and manufacturing excellence stood out to me as a key benefit for our customers. Final question for you, Sameer. What are you most looking forward to as we see Physical AI evolve? Honestly, what excites me most is seeing our technology come to life in the real world. The humanoid robots, the next wave of autonomous driving features—those are no longer science fiction. Autonomous vehicle features that are currently in production have already surpassed what many once thought was possible at this point in time. Plus, given the speed at which we’re seeing Physical AI evolve, I think we’re about to see entirely new applications emerge over the next few years that aren’t even on the radar yet. For example, we might soon have robots in hospitals performing routine procedures, or agile delivery drones navigating complex environments seamlessly. I’m especially excited for those “firsts” – the first time someone’s life is saved by an AI-driven vehicle’s split-second decision, or the first household robot that truly understands and interacts with its environment in a human-like way. Those will be milestone moments. I look forward to the day when devices powered by our full-stack solutions are out there in the world making a difference – whether it’s in a car avoiding an accident or a robot in a warehouse making operations safer and more efficient. Seeing our work enable new levels of autonomy and intelligence in everyday machines – that’s the reward. And given how fast this field is moving, I suspect we won’t have to wait long to witness some amazing breakthroughs. Sameer Wasson is the chief executive officer of MIPS, leading the company’s mission to drive intelligence into action for next-generation autonomous machines. He previously led Texas Instruments’ embedded microprocessor and microcontroller business, advancing TI’s position in high-growth automotive and industrial markets—including embedded AI, software-defined vehicles and electrification. Earlier at TI, Wasson helped build the company’s mmWave radar business for automotive and industrial applications and held leadership roles in communications infrastructure processors.
GlobalFoundries Announces Availability of AutoPro 150 eMRAM Technology on Enhanced FDX Platform for Advanced Automotive Applications March 9, 2026 Highest performance, most reliable embedded memory technology in GF’s NVM portfolio is now available for prototyping MALTA, N.Y., March 9, 2026 – GlobalFoundries (Nasdaq: GFS) (GF) today announced the availability of Auto Grade 1 ready embedded magnetic RAM (eMRAM) technology on the company’s ultra-low power FDX™ platform, a key enhancement to GF’s portfolio of non-volatile memory (eNVM) technologies and AutoPro™ platform of automotive-ready solutions. The new FDX+AutoPro150 eMRAM technology delivers essential advantages over competitive industry grade memories, including proven endurance up to 500k cycles, sub-10 nanosecond read speed, and superior scalability for larger memory density. The technology is designed to address known magnetic field effects and qualified for reliable operation in harsh environments up to 150°C, enabling high-performance, system-on-chip (SoC) solutions that meet the demands of critical automotive applications. On-chip integration with GF’s enhanced FDX platform, manufactured in both Germany and the U.S., enables compact and versatile designs with exceptional energy efficiency and security. eMRAM technology is widely used today by Tier 1 OEMs for microcontroller units in software-defined vehicles (SDVs) and advanced driver assistance systems (ADAS), enabling real-time processing for safety-critical functions and over-the-air updates for improved user experience with reduced downtime. As Physical AI systems continue to advance and scale, eMRAM’s fast access times and low power consumption enable future-proof designs for self-learning entities, including autonomous vehicles and humanoid robots. “With the introduction of our Auto Grade 1 ready FDX+AutoPro150 eMRAM platform, GF is raising the bar for embedded memory performance in the most demanding automotive and industrial environments,” said Ed Kaste, senior vice president of GF’s ultra-low power CMOS business. “By combining fast, reliable MRAM with our energy-efficient FDX platform, we’re giving customers a powerful path to build the next-generation of SDVs and emerging Physical AI systems. This milestone underscores GF’s commitment to delivering innovative, automotive-ready solutions at scale and empowering our customers to design future-ready solutions with greater speed and confidence from a trusted manufacturing partner.” “MRAM is a technology at the edge of automotive innovation, providing speed, endurance and reliability that will help next-generation MCUs for software-defined vehicles with real-time, distributed intelligence,” said Dr. Dominik Erb, vice president of digital semiconductor roadmaps & operations at Bosch. “We welcome that GlobalFoundries delivers embedded MRAM technology on their FDX platform and creates a new solution that helps scale with the growing demand across the automotive industry.” A process design kit for FDX+AutoPro150 eMRAM is available through GF’s self-service GF Connect portal to help jumpstart the design process. Volume production is slated for the second half of 2026 through GF’s manufacturing site in Dresden, driven by several key customer engagements. 关于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 unwavering focus on security, longevity and sustainability. For more information, visit https://gf.com. 前瞻性信息 本新闻稿可能包含前瞻性声明,这些声明涉及风险和不确定性。请读者注意不要过分依赖任何这些前瞻性声明。这些前瞻性声明仅在本新闻稿发表之日有效。除非法律要求,否则GF没有义务更新这些前瞻性声明以反映本新闻稿发布日期之后的事件或情况,或反映实际结果。 Media Contact:Stephanie Gonzalez[email protected]
From Fab to the Field: Accelerating Trusted U.S. Semiconductor Onshoring for Mission-Critical Defense March 6, 2026 As the aerospace and defense community gathers at the GOMACTech Conference next week, industry leaders will focus on non-negotiables in the industry including assured access; trusted supply for uncompromised integrity and confidentiality; and modernization activities to innovate national defense systems. However, none of that progress is sustainable without manufacturing that is secure, scalable and built for long program lifecycles. At GlobalFoundries, we’re committed to meeting these needs through domestic semiconductor manufacturing across our Trusted accredited facilities in Malta, New York and Burlington, Vermont. As a long-standing supplier to the U.S. A&D ecosystem, our onshore footprint plays an essential role in strengthening resilient semiconductor capabilities, leveraging scale for commercial and industrial markets, and specializing for the aerospace and defense market. That’s why we’ve been accelerating the transfer, ramp and launch of key process technologies in the U.S. to deliver enhanced security and strengthen domestic supply for applications ranging from secure communications and radar to SATCOM, signal processing and power systems. FDX™ and FinFET: Efficient compute for secure, connected defense systems In GF’s Malta fab in New York, FDX production is ramping up after first being announced in our collaboration with NXP. This platform brings fully-depleted SOI benefits to systems that must deliver strong performance within tight thermal and power budgets. For defense modernization, our FDX technology supports secure communications and networking by enabling power-efficient compute and control closer to the edge, advances edge autonomy through low-latency processing for sensor fusion and real-time decision-making and enables signal-chain integration by bringing mixed workloads together alongside RF-adjacent subsystems. From SATCOM front-end modules to smart sensors, FDX is building the next generation of connected and secure solutions critical to the A&D industry. Another important high-performance, energy-efficient compute platform manufactured in New York is our FinFET technology. As the industry’s most complete 1X FinFET platform, this technology offers a winning combination of processing performance, secure connectivity, power efficiency, reliability and radiation hardness in a customizable, compact design backed by over a decade of manufacturing expertise. Customers like BAE Systems utilize GF’s technology for advanced avionics and telecommunications applications that can withstand the harsh environment of space. Feature-rich, energy-efficiency at scale Defense systems are increasingly distributed across sensors, radios, trackers and microcontrollers operating at the edges – often in environments where battery life, temperature and reliability define what’s possible. GF’s ultra-low power 40nm platform is designed for exactly these kinds of needs with ultra-low standby leakage, high endurance and integrated analog features. First announced last October, GF is bringing our 40nm ultra-low power technology to New York – a critical step forward for A&D customers planning next-generation low-power connectivity and control solutions back by resilient U.S. manufacturing. 12S0 is another critical technology manufactured through our New York site that A&D customers like BAE Systems trust and have flight-proven for radiation-hardened by design solutions for sensitive space applications. A highly-customizable platform with power efficiency and area benefits and supported by a robust design ecosystem partner, 12S0 provides the flexibility and reliability needed for efficient and scalable electronic systems. 45RFSOI & 45RFE: RF performance for SATCOM front-ends and beamformers Modern defense communications rely on spectrum agility, beam steering and high-efficiency RF front ends, particularly as SATCOM architectures evolve and phased arrays proliferate across air, land, sea and space. That’s why GF produces 45RFSOI and 45RFE in Malta, New York to support RF front-end and beamforming requirements. 45RFSOI is designed for very high-frequency wireless systems, including advanced radar and 5G/6G mmWave applications, while 45RFE enables handset and battery-operated devices with lower leakage and an enhanced PA device. These platforms help A&D customers integrate more RF functionality in compact form factors without compromising performance. CBIC: GF’s highest-performing SiGe to date GF’s CBIC complimentary Bi-CMOS silicon germanium platform is the highest performing SiGe platform to date, targeting high-performance, high-speed communications. With full production ramp in Vermont slated for this year, the CBIC platform will expand trusted domestic access for applications where RF performance and consistency are critical, including SATCOM and advanced radar applications. In practice, that performance translates into tangible system benefits. For example, in low-noise amplifiers the technology design allows for ultra-low noise figure at reduced current consumption. In advanced radar systems, CBIC technology enables high-resolution sensing and distance ranging in a reduced form factor, supporting more capable sensing architectures where space, weight and power are tightly constrained. Power GaN: Advancing U.S.-manufactured power for next-gen platforms Power is a strategic differentiator in defense, impacting endurance, payload capacity, thermal design and system reliability. As gallium nitride (GaN) becomes a key enabler for higher energy efficiency, greater power density and compactness in power systems, GF has expanded its power roadmap by entering into a technology licensing agreement with TSMC for 650V and 80V GaN. By pairing proven GaN technology with GF’s focus on robust manufacturing, we’re advancing power solutions designed for harsh operating environments and addressing critical gaps for mission-critical platforms that can’t afford performance tradeoffs. Why GF’s technology leadership is central to trusted A&D manufacturing Trusted manufacturing is strongest when it’s backed by a thriving ecosystem that brings together innovative process technologies, committed customers and long-term partnerships that reinforce scale and longevity. This combination validates that U.S.-based production can deliver leading capability while also meeting the security and assurance expectations that aerospace and defense programs require. As demand for trusted U.S. manufacturing accelerates, GF remains aligned with national security priorities by strengthening domestic semiconductor resilience and long-term defense readiness, today and into the future.
GlobalFoundries Announces 2026 Investor Day March 5, 2026 MALTA, N.Y., March 05, 2026 — GlobalFoundries (NASDAQ: GFS) today announced that it will host its Investor Day on Thursday, May 7, 2026, beginning at 9:00 a.m. ET in New York City. GlobalFoundries’ Investor Day will feature presentations from its leadership team regarding the company’s strategy, growth initiatives, and long-term outlook, followed by a Q&A session. A live video webcast and replay will be made available on GlobalFoundries’ Investor Relations website at https://investors.gf.com. Further details and webcast registration is available here. 关于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 unwavering focus on security, longevity, and sustainability. For more information, visit www.gf.com. ©GlobalFoundries Inc.GF、GlobalFoundries、GF标识和其他GF标志是GlobalFoundries公司或其子公司的商标。所有其他商标是其各自所有者的财产。 For further information, please contact: [email protected]
GlobalFoundries and Renesas Expand Partnership to Accelerate U.S. Semiconductor Manufacturing February 16, 2026 Multi‑billion-dollar collaboration strengthens supply chain resiliency and supports growing demand for chips powering smart vehicles and next-generation industrial systems MALTA, N.Y., February 16, 2026 / TOKYO, Japan, February 17, 2026 — GlobalFoundries (Nasdaq: GFS) (GF) and Renesas Electronics Corporation (TSE: 6723) (Renesas) today announced an expanded strategic collaboration through a multi‑billion-dollar manufacturing partnership that broadens Renesas’ access to GF technologies including its differentiated technology platforms. This agreement reflects a shared commitment to secure, resilient supply chains and aligns with U.S. priorities to strengthen domestic semiconductor production for economic and national security. As vehicles become more intelligent and electrified, and factories more automated, the chips inside them are doing far more than basic processing, they enable radar for advanced driver assistance, manage battery systems in electric vehicles and power for secure connectivity for industrial IoT. Reliable semiconductor supply is mission-critical for these applications, and GF’s globally distributed manufacturing footprint—spanning the U.S., Europe and Asia—provides customers with flexibility and supply assurance to meet these challenges. Under this partnership, Renesas will gain further access to GF’s technology portfolio, including FDX™ (FD-SOI), BCD and feature-rich CMOS technologies with non-volatile memory features to support its SoCs, power devices and MCUs. Tape-outs under this expanded collaboration are on track to begin in mid-2026. This expanded partnership, starting with manufacturing in the U.S. and extending to facilities across GF’s global footprint, including in Germany and Singapore, as well as through GF’s manufacturing partnership in China, will help Renesas address the growing demand and requirements of customers developing increasingly advanced systems and products. Renesas and GF are also considering the option of porting select GF process technologies into Renesas’ inhouse fabs in Japan to further enhance manufacturing resilience and support future capacity needs. “This partnership strengthens a proven relationship and underscores GF’s role as a trusted partner for essential semiconductor technologies,” said Tim Breen, CEO of GlobalFoundries. “The automotive landscape is changing fast. Semiconductors are now the foundation of innovation, powering advanced driver assistance, battery management and secure connectivity. These systems demand performance and efficiency under extreme conditions, and GF’s differentiated platforms are built for that. We’re focused on delivering what matters most: reliable supply and the technologies that enable the vehicles of tomorrow.” This initiative is part of a broader effort to onshore essential chip technologies and reinforce U.S. leadership in semiconductor manufacturing, while providing Renesas and its customers with secure, localized production options. With the expanded partnership with Renesas, GF now manufactures semiconductors used by the top three automotive MCU manufacturers globally. “Access to a broader range of GF technologies gives us the flexibility and supply assurance our customers need,” said Hidetoshi Shibata, CEO of Renesas. “This expanded partnership enables a stable, long-term supply of semiconductors while ensuring the highest quality and reliability for our products. These capabilities are essential as we deliver advanced solutions, with demand for electrification and connectivity — and the rapidly growing compute requirements driven by AI applications — accelerating worldwide.” This expanded collaboration comes as the automotive industry accelerates toward software-defined vehicles, electrification and advanced safety systems—all of which depend on a secure and resilient semiconductor supply chain. 关于GF 格罗方德半导体(GF)是全球领先的半导体制造商,其产品支撑着人们的生活、工作与互联。我们通过创新与客户合作,为汽车、智能移动设备、物联网、通信基础设施及其他高增长市场提供更节能、高性能的产品。凭借覆盖美国、欧洲和亚洲的全球制造网络,GF已成为全球客户值得信赖的可靠合作伙伴。 我们才华横溢的全球团队始终以安全、长效和可持续为坚定宗旨,每日创造卓越成果。了解更多信息,请访问www.gf.com。 About Renesas Electronics Corporation Renesas Electronics Corporation (TSE: 6723) empowers a safer, smarter and more sustainable future where technology helps make our lives easier. A leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live. Learn more at renesas.com. Follow us on LinkedIn, Facebook, X, YouTube, and Instagram. 前瞻性信息 本新闻稿可能包含涉及风险和不确定性的前瞻性陈述。请读者注意不要过分依赖这些前瞻性陈述。这些前瞻性陈述仅针对截至本新闻稿发布之日的情况。除非法律要求,否则GF没有义务更新这些前瞻性声明,以反映本新闻稿发布日期之后的事件或情况,或反映实际结果。 联系我们 Kenneth CraigGlobalFoundries[email protected] Hideharu FujimoriRenesas Electronics Corporation[email protected]
GlobalFoundries to Host Investor Webinar on Silicon Photonics and Advanced Packaging February 13, 2026