IJR News

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GlobalFoundries to Ramp U.S. Interposer Output for TSMC in 2028 — 23hGlobalFoundries reaches a $2 billion, five-year TSMC deal to make silicon interposers in New York, with volume production set to ramp in the first half of 2028.

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Japan and US discuss GlobalFoundries chip plant in tariff investment deal — Sep 17, 2026Japan and the U.S. discuss a ¥2-3 trillion ($12.9-19.3B) GlobalFoundries plant for car and industrial chips—not AI—under a $550B tariff deal; a SoftBank data center is also on the table.

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Maya Lindstrom This deal shows both countries are serious about securing chip supply chains away from Asia's hotspots.

GlobalFoundries, Marvell Expand SiGe Output at Vermont Fab for AI Networks — Sep 17, 2026ABC Money noted a GFS short-sale spike to 0.463 and two unexplained Marvell Form 4s on 16 September, the day before the Vermont SiGe expansion; no link claimed.

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Tom Gallagher Burlington getting more SiGe capacity is a smart move with all the power demands from new data center optics.

Navitas and GlobalFoundries begin shipping first U.S.-made Gen 5 GaN chips — Sep 1, 2026Navitas and GlobalFoundries are launching first shipments of U.S.-made Gen 5 GaNFast power devices this September, marking a milestone in strengthening the domestic GaN supply chain for AI infrastructure, high-performance computing, and critical national security. The long-term strategic partnership, formed in November 2025, enables production at GF’s Burlington, Vermont facility on a 200 mm GaN-on-Si platform, building on Navitas’ Gen 5 technology and 300+ GaN/SiC patents.

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Jared Kim Good to see actual domestic capacity for GaN instead of just announcements. Burlington plant putting real chips out matters more than press releases.

IJRAnthropic Launches New ‘Don’t Be Mean To The Clankers’ PolicyDylan Kresak · 2 min · 13h