NuAxiSemiconductor trade intelligence
US-based GlobalFoundries investing extra $3bn for R&D on silicon photonics, advanced packaging and GaN
What happened
GlobalFoundries plans to invest an additional $3 billion to expand semiconductor manufacturing and advanced packaging capabilities in New York and Vermont. This investment focuses on silicon photonics, advanced packaging, and GaN technologies. Bearish, as increased capacity expansion may lead to future supply overhang.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
GlobalFoundries
capacity_expansioninvestmentadvanced_packaging
Source and time
Source: Semiconductor Today · 6/30/2025 · View original source
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