# Globalfoundries

> Markdown twin of https://roboterminal.app/companies/globalfoundries · https://roboterminal.app/companies/globalfoundries.md

## On shared sources

- [TSMC](https://roboterminal.app/companies/tsmc) (4)
- [D-Wave Quantum](https://roboterminal.app/companies/d-wave-quantum) (2)
- [IBM](https://roboterminal.app/companies/ibm) (2)
- [Infleqtion](https://roboterminal.app/companies/infleqtion) (2)
- [Rigetti](https://roboterminal.app/companies/rigetti) (2)
- [Tower Semiconductor](https://roboterminal.app/companies/tower-semiconductor) (2)
- [UMC](https://roboterminal.app/companies/umc) (2)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Mizuho](https://roboterminal.app/companies/mizuho) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1)
- [STMicroelectronics](https://roboterminal.app/companies/stmicroelectronics) (1)

## Pulse

- [@joinautopilot on X](https://x.com/joinautopilot/status/2111122808797327521)
  The U.S Government just doubled stake in GlobalFoundries $GFS • US government now owns ~7% • Equity stake worth over $2B • First plant opens 2029 35th company the U.S government owns a piece https://t…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110880117149081859)
  Department of Commerce Announces Agreement with GlobalFoundries to Amend Its Existing CHIPS Program Award and Reallocate $955 Million to Accelerate Investments in Silicon Photonics, Silicon-Germanium,…
- [@Newsforce on X](https://x.com/Newsforce/status/2110416325428248843)
  🇺🇸🇯🇵BREAKING: @POTUS announced a $21 billion investment by GlobalFoundries and the Department of @CommerceGov to build 2 giant new semiconductor manufacturing facilities in Malta, New York. Japan …
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2110406886126174399)
  TSMC’s wafer ASP gap with UMC, GlobalFoundries and Samsung keeps widening. TSMC is setting new blended ASP highs while most peers remain below their previous peaks. Per our Foundry Model, from 2Q22 to…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2110273608698511737)
  CoWoS interposers have never left TSMC's own line. Per igor'sLAB, TSMC plans to have GlobalFoundries manufacture them — the first external partner for the packaging behind Nvidia and AMD AI chips. Unc…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109692069748830699)
  Mizuho: SiPho modules growing from 23 million in 2025 to 45M in 2026E (up 95% y/y), reaching ~188 million by 2029E. $TSEM $GFS $STM $LITE $COHR
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108212271545450851)
  GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging https://t.co/eFUvVNoZKf
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107550457837347187)
  Tower Semiconductor has the best SiPho foundry 👍 $TSEM $TSM $UMC $GFS $INTC https://t.co/mK82Hx1hDi
- [@WevolverApp on X](https://x.com/WevolverApp/status/2107074359470743992)
  Physical AI systems in robots, driver assistance, and industrial equipment require fast, efficient computing for real-time sensing, decision-making, and control. However, sourcing processor IP and man…
- [@WevolverApp on X](https://x.com/WevolverApp/status/2104813483799749086)
  Physical AI systems in robots, driver assistance, and industrial equipment require fast, efficient computing for real-time sensing, decision-making, and control. However, sourcing processor IP and man…
- [@joinautopilot on X](https://x.com/joinautopilot/status/2102032286354964663)
  Update: The Trump administration committed $2,000,000,000 to quantum computing companies in exchange for equity stakes Majority of them are public and are surging today • Infleqtion $INFQ +6.3% • Rige…
- [@joinautopilot on X](https://x.com/joinautopilot/status/2097320375306641499)
  Update: The Trump administration committed $2,000,000,000 to quantum computing companies in exchange for equity stakes Majority of them are public and are surging today • Rigetti $RGTI +8.7% • D-Wave …

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Source: Roboterminal · https://roboterminal.app/companies/globalfoundries.md