GlobalFoundries – SemiAnalysis

GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out

October 6, 2021October 31, 2021 Dylan Patel 3 Comments GlobalFoundries, Mubadala

Low utilization rates, countless divested assets, cut R&D and capex, and still doesn’t make money in the greatest semiconductor boom of all time.
Playing up on nationalism while having their largest fab and ongoing investment in Singapore.

GlobalFoundries Logic Silicon Photonics

GlobalFoundries Is A Leading-Edge Foundry Despite Claims Otherwise

June 21, 2021August 3, 2021 Dylan Patel 1 Comment 45CLO, 5G, 6G, 90WG, Arm, Co-packaged Optics, EDA, Fab 10, Fab 9, FD-SOI, fully depleted silicon on insulator technologies, Gallium Nitride, GaN, GlobalFoundries, Hybrid Bonding, IBM, indirect band gap, Lightmatter, Raytheon, Silicon Nitride, Silicon Photonics, SiN, SiPh, SiPho, Wave Guide

Rather than chasing Moore’s Law while ignoring all cost scaling, GlobalFoundries is pushing the bleeding edge of manufacturing in silicon photonics, usage of materials such as SiN and GaN for communications, 3D heterogenous integration, and FD-SOI