Recent #Globalfoundries news in the semiconductor industry

4 months ago

➀ GlobalFoundries has been in contact with UMC regarding a potential merger, exploring a partnership two years ago but without progress.

➁ The proposed merger aims to create a larger wafer fabrication company, ensuring the supply of mature process chips in the US and investing in R&D.

➂ UMC and GlobalFoundries rank fourth and fifth in the wafer fabrication market with 5.5% and 4.7% shares respectively in Q4 2024.

➃ The combined revenue would reach $3.7 billion, potentially surpassing Samsung to become the second-largest wafer foundry after TSMC.

➄ Both companies have complementary process technologies and a production footprint across three continents.

➅ The merger faces challenges such as antitrust reviews by regulatory departments and handling agreements with Intel.

➆ UMC responded to the rumors by stating that there are no ongoing merger cases.

GlobalfoundriesMergerUMCsemiconductor industry
4 months ago

➀ The CHIPS and Science Act, aimed at strengthening U.S. semiconductor manufacturing, is under threat of repeal by the Trump administration.

➁ The Act has already attracted nearly $450 billion in private investment from leading companies, raising concerns about the impact of its repeal on the U.S. chip market.

➂ Political hurdles and legal obligations make the repeal process complex and challenging.

Chips ActGlobalfoundriesIntelMicronPolicySK HynixSamsungTSMCTexas Instrumentsfundingsemiconductorsemiconductor industry
5 months ago

➀ Indie Semiconductor, a specialist in automotive SiPho and sensors, plans to use Globalfoundries' 22nm FD-SOI process for its 77GHz and 120GHz radar SoCs designed for ADAS and industrial applications.

➁ The adoption of automotive radar is being accelerated by global vehicle safety regulations, new car assessment programs, and consumer demand for convenience features.

➂ indie's 77 GHz SoCs are used for long-range detection and applications like FCW, AEB, BSD, and cross-traffic alert, while the 120 GHz SoCs are aimed at cabin applications like occupant monitoring and vital sign detection.

ADASFD-SOIGlobalfoundriesIndie Semiconductorautomotivesemiconductor
6 months ago

➀ GlobalFoundries plans to establish a new advanced packaging and testing center at its New York fabrication site, investing $575 million.

➁ The center will offer advanced packaging services for GF's differentiated silicon photonics platform, as well as full turnkey services for aerospace and defense customers.

➂ The U.S. Department of Commerce will contribute up to $75 million in direct funding, and New York state will provide additional support.

GlobalfoundriesPackagingsemiconductor
6 months ago
➀ The U.S. government plans to impose stricter export controls on advanced processors made by TSMC, GlobalFoundries, Intel, and Samsung Foundry. These rules target processors with 30 billion transistors or more on 14nm or 16nm nodes. ➁ Exceptions include chips with fewer than 30 billion transistors and those designed by companies based in the U.S. or Taiwan. ➂ The new rules may impact the sale of mainstream GPUs to Chinese entities, particularly in the AI and gaming sectors.
AMDChinaExport ControlsGlobalfoundriesIntelNVIDIATSMCTransistorsUS Governmentsemiconductortech industry
7 months ago
➀ Ayar Labs, an optical I/O specialist, has raised $155 million, bringing its total funding to $370 million and valuing the company over $1 billion.➁ The round was led by Advent Global Opportunities and Light Street Capital, with participation from AMD Ventures, Intel Capital, Nvidia, 3M Ventures, and Autopilot, among others.➂ Ayar Labs has developed in-package optical I/O technology to enhance AI infrastructure efficiency and performance.
AIAMDGlobalfoundriesIntelNVIDIATSMCfundingsemiconductor
9 months ago

➀ The US government has imposed a $500,000 fine on GlobalFoundries for violating export regulations by shipping over $17 million worth of wafers to SJ Semiconductor, which was on the entity list managed by the US Department of Commerce.

➁ SJ Semiconductor, a former majority-owned subsidiary of SMIC, was added to the entity list in 2020 but its shares were sold to other investors in 2021.

➂ GlobalFoundries sent 74 batches of wafers to SJ Semiconductor between February 2021 and October 2022, totaling over $17 million, despite the lack of any relationship with SMIC during that period.

Globalfoundries
9 months ago
➀ GlobalFoundries has been fined $500,000 for shipping $17 million worth of silicon wafers to China's SJ Semiconductor, which is on the US entity list. ➁ The violation was due to a data error, and GlobalFoundries voluntarily disclosed the shipments. ➃ The fine is a rare instance of a U.S. semiconductor firm facing financial repercussions under US export control policies.
ChinaExport ControlsGlobalfoundriessemiconductor
10 months ago
➀ Enosemi, a provider of silicon photonics chiplets and IP, announced the availability of a portfolio of high-speed electronic and photonic design IP in the GF Fotonix IP catalog; ➁ The silicon-proven design IP enables Fotonix users to accelerate their time-to-market for next-generation photonic integrated circuits; ➂ Enosemi has multiple customers developing photonic integrated circuits.
ChipletEnosemiGlobalfoundriesPhotonic Integrated Circuitssemiconductor