GFS Globalfoundries Inc

GlobalFoundries (GF) has partnered with Finnish venture capital firm Cloudberry to strengthen Europe's semiconductor and photonics startup ecosystem. GF will participate as a limited partner in Cloudberry’s new fund and provide technology expertise to help emerging companies scale. This collaboration aims to deepen Europe’s innovation ecosystem by connecting GF's technology roadmap with promising new applications and bridging the gap from research to production for startups.

Onsemi has partnered with GLOBALFOUNDRIES to develop 650V GaN power products. This collaboration aims to leverage the expertise of both companies in advanced semiconductor manufacturing. The partnership signifies a strategic move to enhance technology in the power semiconductor market.

GlobalFoundries (GFS) is navigating the end of 2025 with strategic moves in specialized semiconductor manufacturing, focusing on areas like GaN power devices and silicon photonics, which are crucial for AI infrastructure. Recent developments include a new CFO appointment, key partnerships, and significant European funding, positioning the company for growth outside the bleeding-edge AI chip race. While analyst forecasts are mixed, the company's focus on "Physical AI" and strategic differentiation suggests a long-term growth trajectory for investors looking beyond traditional AI compute exposure.

GlobalFoundries (GFS) is navigating several significant developments as 2025 closes, including its removal from the Nasdaq-100, substantial EU funding for its Dresden expansion, and strategic partnerships in power semiconductors (GaN) and silicon photonics. These moves position GFS for AI-era infrastructure demands, focusing on geographically secure and resilient supply chains. Analysts maintain a mixed outlook, with price targets mostly in the low-to-mid $40s, balancing cyclical risks with long-term growth opportunities in advanced technologies.

onsemi has partnered with GlobalFoundries to develop advanced 650V gallium nitride (GaN) power devices, utilizing GF’s 200mm eMode GaN-on-silicon process. This collaboration aims to produce smaller, more efficient power systems for critical applications such as AI data centers, electric vehicles, and renewable energy. Samples are expected by the first half of 2026, positioning onsemi to address growing power demands and advance GaN technology.

Siemens and GlobalFoundries are collaborating to enhance semiconductor manufacturing through AI and automation. This partnership aims to integrate Siemens' industrial automation software with GlobalFoundries' operations to improve efficiency, equipment uptime, and supply chain reliability. The focus areas include predictive maintenance and centralized automation to minimize disruptions in high-volume chip production for various strategic applications.