Futurum’s Daniel Newman dives into the recent announcement coming out of Micron, that they will invest $100 billion over the next 20 years building a state-of-the-art megafab near Syracuse, New York.
STMicroelectronics, GlobalFoundries Building New Chip Plant
STMicroelectronics and GlobalFoundries are building a new European chip plant that will crank out another 620,000 chip wafers by 2026 to expand production.
GlobalFoundries Announces New Solutions for 5G and Wi-Fi 6/6e Enabled Devices
Futurum’s lead analyst Shelly Kramer explores GlobalFoundries’ announcement of new solutions for 5G and Wi-Fi 6/6e enabled devices from the 2021 GF Summit.
GlobalFoundries files for an IPO, But Don’t Rule Intel Out Just Yet
Futurum Research Principal Analyst, Daniel Newman provides his take on news coming out of GlobalFoundries today about the company’s plans to IPO as early as later this year. As the saga continues with chip shortages and bifurcation of global supply chains, the twists and turns of big tech mergers and acquisitions play out in the mainstream media. Today’s news about the GlobalFoundries IPO is just another chapter in the story.
Intel Exploring a Potential Deal to Buy GlobalFoundries
Intel is reportedly in conversations to acquire specialty chip-production leader GlobalFoundries in a deal that could reach $30 billion.
DoD Partners with GLOBALFOUNDRIES to Manufacture Secure Chips
In a recently announced strategic partnership, the U.S Department of Defense (DoD) will partner with GLOBALFOUNDRIES, one of the world’s leading specialty foundries, to provide a secure and reliable supply of semiconductor solutions that will be manufactured at Fab 8 in Malta, New York., the company’s most advanced manufacturing facility. The DoD’s partnership with GLOBALFOUNDRIES is both about reliability and security and occurring at a time when there is a global semiconductor shortage and whole industries are feeling the pressure. This move to provide the security needed by the Pentagon for its sensitive military and aerospace needs is part of a concerted effort to on-shore U.S. microelectronics capabilities.
Marvell and TSMC Show that Size Does Matter
The Marvell-TSMC collaboration is set to pay long-term dividends for both companies. Marvell fortifies its ability to further differentiate the OCTEON portfolio in areas such as gate density, performance, and power efficiencies to drive innovation across the data infrastructure market. In turn TSMC validates its 5nm foundry credentials to further boost its supply chain influence throughout the semiconductor market – a win-win collaboration for both companies.
GlobalFoundries Lawsuits Could Impact Apple, Cisco, NVIDIA, Qualcomm and others
GlobalFoundries’ lawsuits alleging patent infringement could impact Apple, Cisco, NVIDIA, Qualcomm, and other major technology brands in a big way. GlobalFoundries asserts that the company has invested heavily in both American and European semiconductor industries and that these lawsuits are aimed at protecting those investments and to “safeguard the American manufacturing base.” A not-surprising tactic in today’s nationalistic political climate. One thing is for certain, GlobalFoundries has certainly managed to garner the immediate attention of legal teams at major tech companies around the world. Now, we, and a whole lot of technology giants, wait to see what happens next.