COMPANIES · CHIP MFG & PACKAGING
GlobalFoundries
In the AI Economy Index: Minor, 0.28% (as of 2 October 2026)
GlobalFoundries (GF) is a U.S.-headquartered contract chipmaker that manufactures specialty and mature-node chips for other companies in fabs across the U.S., Europe and Singapore, with strengths in radio-frequency, silicon germanium, power and silicon photonics technologies.
GlobalFoundries (GF) is a U.S.-headquartered contract chipmaker that manufactures specialty and mature-node chips for other companies in fabs across the U.S., Europe and Singapore, with strengths in radio-frequency, silicon germanium, power and silicon photonics technologies.
GF does not make leading-edge AI processors, but its silicon photonics and silicon germanium processes are used for the optical links inside AI data centers, and it has launched a quantum chip foundry service; its CEO cited optical networking in the AI data center as a growth driver in August 2026.
Chip design companies pay GF to manufacture wafers of their chips, often under multi-year supply agreements.
United States (Malta, New York)
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.
Connections (12)
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.
Current relationships (1)
Source: 2026-09-17 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating; capacity expansion announced
Limits: Does not disclose volumes, contract value, or the share of Marvell's optical products made at GF; the added capacity is not yet confirmed as delivered.
GlobalFoundries and Marvell expand collaboration for next-generation optical connectivity ↗Dated or announced (10)
Source: 2026-10-08 · reviewed 2026-10-09
Evidence: Primary-source statement · Agreement signed; volume production expected 1H 2028, not yet operating
Limits: Customer volumes, wafer pricing and annual run-rate were not disclosed. Lifecycle: agreement signed; volume production expected 1H 2028, not yet operating. The $2 billion figure appears in GF's own release subhead; the body does not break it into capex versus contract value. TSMC has not issued a matching English press release in the window we checked. Share-price moves excluded.
GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging ↗Source: 2026-09-09 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announced agreement; production has not started and the release does not disclose volumes, value, or exclusivity.
GlobalFoundries and Monolithic Power Systems form manufacturing partnership to scale high-performance power solutions ↗Source: 2026-09-08 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Quantinuum's statement of a planned partnership; does not establish production volumes, contract value, timing or exclusivity, and is not confirmed by GlobalFoundries in this source.
Quantinuum Finalizes $100 Million CHIPS R&D Award with U.S. Department of Commerce ↗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) ↗Source: 2026-06-02 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of reference-design work; does not establish production orders, volumes, revenue, exclusivity or any end customer.
Sivers & GlobalFoundries Advance AI Data Center Optical Solutions ↗Source: 2026-03-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Design-kit availability and process work only; does not establish production orders, customers using the design, or any payment between the companies. Source is a republication of the company's press release.
Lightwave Logic press release (via StockTitan): High-Speed Modulator Platform Now Available in GDS Factory PDK for GlobalFoundries Silicon Photonics Platform ↗Source: 2025-12-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced December 2025; sampling planned 1H 2026, not confirmed
Limits: Announcement of a development and manufacturing collaboration; does not establish volumes, financial terms, customer adoption, or that sampling has occurred.
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundries ↗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. ↗Source: 2019-06-06 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced 2019; current status not confirmed
Limits: 2019 announcement with no disclosed volumes, value or term; does not establish that the agreements remain in force or what share of either company's business they represent.
GLOBALFOUNDRIES and Soitec Announce Multiple Long-term SOI Wafer Supply Agreements to Meet Accelerating Demand in 5G, IoT and Data Center ↗Source: 2019-03-05 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced 2019; current status not confirmed
Limits: 2019 announcement; does not establish current production volumes, that the arrangement continues, or its revenue significance to either company.
MACOM and GLOBALFOUNDRIES Collaborate to Scale Silicon Photonics to Hyperscale Cloud Data Center and 5G Network Buildouts ↗Comparisons (1)
Source: 2025-04-01 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Market-share ranking from late 2024 by a research firm; does not establish current shares, head-to-head customer wins, or any merger; UMC denied merger reports in the same article.
UMC Denies GlobalFoundries Merger Rumors Amid U.S. Manufacturing Push, China Competition ↗GlobalFoundries Reports Second Quarter 2026 Financial Results ↗
Reviewed
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 v3.25.45, released .