NuAxiSemiconductor trade intelligence
Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing strategies and IP
What happened
GlobalFoundries secured $1.575 billion in CHIPS Act funding, achieving $6.79 billion in FY2025 revenue with a 1% YoY increase, while its automotive segment grew 17%. The company focuses on specialty processes like 22FDX and 45RFSOI, while UMC partners with Intel for 12nm FinFET and SMIC expands mature capacity under export controls.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
roadmapfundingautomotivemature-node
Source and time
Source: Tom's Hardware · 5/28/2026 · View original source
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