COMPANIES · CHIP MFG & PACKAGING

Cirrus Logic

Cirrus Logic designs mixed-signal chips for audio (such as smartphone codecs and amplifiers) and other high-performance mixed-signal applications, mostly for smartphones and PCs.

AI-adjacentChip mfg & packaging
What it does

Cirrus Logic designs mixed-signal chips for audio (such as smartphone codecs and amplifiers) and other high-performance mixed-signal applications, mostly for smartphones and PCs.

Why it matters

AI is marginal to its business today: it points to low-power, always-on audio chips for AI-enabled PCs and a possible future in data-center power metering. One customer accounted for about 90% of revenue in its latest quarter. It is on the map as an SMH holding, not because of an established AI role.

How it makes money

Smartphone and PC makers, and a smaller set of automotive, industrial and professional-audio customers, pay it for chips it designs and has manufactured by foundries.

Geography

United States (Austin, Texas)

AI stack position

Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (2)

Cirrus Logic reserved wafer capacity for 2027-2028 from GlobalFoundries
Buys fromDated / announced
Cirrus Logic said it recently signed a capacity reservation and wafer supply agreement with GlobalFoundries securing dedicated wafer capacity and pricing for calendar 2027 and 2028.

Source: 2026-08-05 · reviewed 2026-09-26

Evidence: Primary-source statement · Agreement signed; supply period 2027-2028 not yet begun

Limits: Does not disclose volumes, dollar value, which products are covered, or what share of Cirrus Logic's wafers GlobalFoundries supplies.

Cirrus Logic Q1 FY27 shareholder letter (SEC exhibit) ↗
Cirrus Logic develops BCD and GaN process technology with GlobalFoundries
Co-develops withDated / announced
Cirrus Logic and GlobalFoundries said they are jointly advancing next-generation BCD process technology with manufacturing at GF's Malta, New York fab, and collaborating on gallium nitride technology at GF's Vermont site.

Source: 2025-08-19 · reviewed 2026-09-26

Evidence: Primary-source statement · Announced August 2025; not confirmed in production

Limits: Joint development announcement; does not establish production timing, investment amounts, volumes, or resulting products.

Cirrus Logic and GlobalFoundries Expand Strategic Investment to Advance Next-Generation Mixed-Signal Semiconductor Manufacturing in the U.S. ↗
Evidence for this profile

Cirrus Logic Q1 FY27 shareholder letter (SEC exhibit) ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .