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Thursday 4 September 2025
GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy
GlobalFoundries (GF), the US-based contract chipmaker, is accelerating its "China for China" strategy through a partnership with Guangzhou Zen Semiconductor (Zensemi). The collaboration...
Tuesday 2 September 2025
GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy
GlobalFoundries (GF) has named Victor Hu, a semiconductor industry veteran with over 25 years of leadership experience, as vice president of sales and president of China. In this...
Thursday 28 August 2025
US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table
The Trump administration's move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns...
Thursday 21 August 2025
Cirrus Logic expands partnership with GlobalFoundries to advance chip technologies
GlobalFoundries and Cirrus Logic have announced an expanded collaboration to accelerate the development of advanced semiconductor technologies aimed at powering future consumer and...
Friday 15 August 2025
GlobalFoundries folds MIPS into AI, edge computing ambitions
GlobalFoundries (Nasdaq: GFS) has finalized its acquisition of MIPS, a US-based supplier of AI and processor IP, in a bid to fortify its position in differentiated semiconductor manufacturing...
Friday 8 August 2025
'China for China' becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...
Friday 8 August 2025
Hua Hong plays down tariff risks, cites limited exposure to US
Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming...
Wednesday 6 August 2025
GlobalFoundries offers cautious outlook amid weak smartphone demand
GlobalFoundries posted stable results for the second quarter of 2025, reporting net revenue of US$1.69 billion, up 3.4% year-over-year. The company achieved a gross margin of 24.2%,...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...
Tuesday 15 July 2025
GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk
With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...
Wednesday 9 July 2025
GlobalFoundries goes full-stack on AI chips with MIPS buy
GlobalFoundries has announced an agreement to acquire MIPS, a supplier of AI and processor intellectual property (IP). The acquisition aims to broaden GlobalFoundries' customizable...
Friday 6 June 2025
GlobalFoundries plans major expansion of Dresden chip fab with EUR1.1 billion investment
US-based chipmaker GlobalFoundries is preparing a major expansion of its wafer fabrication facility in Dresden, Germany, which is currently the largest such plant in Europe. Citing...
Friday 6 June 2025
TSMC's additional US$100B investment prompts Trump administration to intensify pressure on Samsung
Samsung Electronics is facing a challenging period as the Trump administration, which took office in January 2025, enforces its "America First" tariff and investment policies. Initially...
Thursday 5 June 2025
GlobalFoundries plans to spend US$16 billion to boost US chip production
GlobalFoundries Inc., the biggest US-based provider of made-to-order chips, announced a plan to spend US$16 billion to bolster domestic production.
Wednesday 7 May 2025
GlobalFoundries warns of tariff risks in 2H25
GlobalFoundries reported first-quarter revenue growth of 2.3% to US$1.59 billion, supported by demand in data center and IoT markets. While tariff impacts remained minimal in early...