NuAxiSemiconductor trade intelligence
Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI
What happened
GlobalFoundries said strained-silicon FD-SOI (under its FDX Fusion bet) can deliver 7-nm-class performance without EUV lithography and could open a new market for Europe. The claim was presented by Manfred Horstmann under the title 'GlobalFoundries Bets on FDX Fusion for Physical AI'. The source gives no specific dates, capacity plans, or investment amounts, and the stated performance and market potential are the company's asserted technology capability, not an achieved result.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
strained-silicon FD-SOI
GlobalFoundries
FDX FusionFD-SOIPhysical AIEUV7nm-class
Source and time
Source: EE Times · 10/9/2026 · View original source
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