GlobalFoundries
GlobalFoundries is a top-five contract semiconductor manufacturer globally. It was originally the manufacturing arm of Advanced Micro Devices before it was spun out in 2009. The foundry sells chips into a range of end markets including smartphones, PCs, Internet of Things, data centers, automotive, industrial, and so on, but primarily focuses on more mature process technologies. Until 2021, the firm was privately held by Mubadala Investment, the sovereign wealth fund of the United Arab Emirates, which remains its controlling shareholder today. GlobalFoundries merged with Chartered Semiconductor Manufacturing in 2009 and acquired IBM's chipmaking business in 2015. GF is headquartered in Malta, New York, and employs about 13,000 people.www.gf.com
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Search complete. 32 mentions across 15 episodes found for "GlobalFoundries".
Sep 19, 2026
speaker_0HOST
If federal funds are volatile and grad plus loans are eliminated, how else do universities maintain vital research infrastructure without leaning heavily into industry co-investment? Look at the University at Albany.
speaker_0HOST
They created a President's Advisory Board for Industry and Economic Development, bringing in major corporate players like IBM, GlobalFoundries, and Regeneron.
speaker_0HOST
These partnerships provide vital, stable revenue and ensure the research is actually relevant to the modern economy.
speaker_1PANELIST
Relevant to the modern economy is a highly selective phrase, and it ignores the long-term historical trajectory of innovation.
Christina PartsinevelosCORRESPONDENT
Intel specifically rode, uh, u- up 8% on possible rumors that it would be joining a partnership with SK Hynix on building memory, although SK Hynix has not confirmed that.
Christina PartsinevelosCORRESPONDENT
AMD closed higher for a third straight session, and GlobalFoundries and Marvell said that they're gonna expand capacity for GlobalFoundries' silicon germanium technology under a new multi-year deal.
Christina PartsinevelosCORRESPONDENT
That is why you're seeing those shares close higher.
Christina PartsinevelosCORRESPONDENT
In the cloud space, you had Nebius finish higher after raising on-demand rates for some of its GPU, CPU, and memory resources starting October 1st, but rival CoreWeave fell after a filing detailed a large capital raise.
Bill GundersonHOST
Yeah.
Bill GundersonHOST
And we do know that, you know, here, well, in New York City, they have GFS, Global Foundries, which has not been a very successful company.
Bill GundersonHOST
But Taiwan, because they dominate the market, you know, has done very well over the years.
Bill GundersonHOST
So there's talks supposedly between SK.
Bill GundersonHOST
Yeah.
Bill GundersonHOST
And we do know that, you know, here, well, in New York City, they have GFS, Global Foundries, which has not been a very successful company.
Bill GundersonHOST
But Taiwan, because they dominate the market, you know, has done very well over the years.
Bill GundersonHOST
So there's talks supposedly between SK.
Jack AltmanHOST
So what w-
Andrew FeldmanGUEST
And, and GlobalFoundries, they've got one too and-
Jack AltmanHOST
So h- how much of the bottleneck is at the TSMC level?
Andrew FeldmanGUEST
Huge amount.
Andrew FeldmanGUEST
Well, I think, I think-
Jack AltmanHOST
Yeah
Andrew FeldmanGUEST
... we should sit down with GlobalFoundries and TSMC and Samsung and have a 20-year period where we waive all local ordinances to allow them to build fabs.
Andrew FeldmanGUEST
I, I, I think, uh, this is about building US domestic fab capacity.
speaker_2SOUNDBITE_SPEAKER
What is in it for the American taxpayer? And the answer Donald Trump has is we should get an equity stake for our money.
Laura Bondank-HarmonHOST
In an unprecedented expansion of its role in the marketplace, Washington has acquired ownership interests in firms like Intel, U.S. Steel, and GlobalFoundries, along with companies across the semiconductor and mineral industries
speaker_3SOUNDBITE_SPEAKER
Government getting involved in the management of that steel.
speaker_3SOUNDBITE_SPEAKER
Look, I don't care if it's a dollar or a billion-dollar stake.
Marco FiorentinoGUEST
And definitely they have their bottom and that's kind of their business model.
Marco FiorentinoGUEST
But there are other companies, maybe not as big, like Global Foundry has an offering in photonics.
Marco FiorentinoGUEST
And there are other smaller like TowerJets, I think, that have, you can actually tape out silicon photonic products in their foundry.
Marco FiorentinoGUEST
So I think, that part of the supply chain it's kind of again solved, but there are other parts that are a little bit more, they're still, you need to do your own solution.
JRHOST
Next, semiconductor and related chips and research and development recipients.
JRHOST
Multiple companies, including global foundries and others, received or were offered funding condition on minority non-controlling equity shares.
JRHOST
And the list goes on and on.
JRHOST
The list just goes on and on of things that we are owning.
6 MINS LATER
JRHOST
May of this year, quantum package, $2 billion deal.
JRHOST
IBM and Anderon, a billion-dollar minority stake in the foundry venture.
JRHOST
Number two, global foundries, $375 million quantum foundry, plus a later separate $300 million photoionics letter of intent.
JRHOST
Atom computing, D-Wave, Incaflation, Inflation, PSI, Quantum, Quantum...
Mike SchmidtGUEST
And we had some real success there.
Mike SchmidtGUEST
We had Global Foundries, we had Texas Instruments.
Mike SchmidtGUEST
But if you look, for example, at what TSMC decided to do, TSMC said, "We're gonna do leading-edge manufacturing in the United States and we're gonna build our current mature facilities in Germany and in Japan." And if you look at each of those countries, it makes a lot of sense.
Mike SchmidtGUEST
United States is home to Apple and Nvidia and AMD, the major, uh, leading-edge customers.
Daniel NenniHOST
My guest today is Dr. Germain Fenger, Senior Director of Product Management at Synopsys, where he leads Advanced Mask Solutions and Computational Lithography Technologies.
Daniel NenniHOST
With a background spanning semiconductor manufacturing, lithography research, engineering, and product leadership, Germain has held roles at IMEC, GlobalFoundries, Mentor Graphics, Siemens EDA, and Synopsys.
Daniel NenniHOST
He holds a PhD in Microsystems.
Daniel NenniHOST
He has authored more than 80 publications and holds multiple patents in the field.
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