GlobalFoundries Forms Strategic Partnership with U.S. Department of Energy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 03 2026
0mins
GlobalFoundries announced a strategic partnership with the U.S. Department of Energy's Genesis Mission. Under the agreement, the company will open its U.S. manufacturing platform and design enablement resources to Genesis Mission researchers, with GF Labs leading the collaboration. The initiative is designed to accelerate scientific discovery through artificial intelligence and advanced computing, providing a direct path from chip design to working prototype silicon. "American science is generating extraordinary ideas in AI and advanced computing. What's been missing is the bridge from lab to fab," said Tom Caulfield, executive chairman of GlobalFoundries. "By bringing our U.S. manufacturing platform, our PDKs and our multi-project wafer program to the Genesis Mission, we can give researchers a real path from concept to working silicon - and help the National Labs, universities and industry pull in the same direction."
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Analyst Views on GFS
Wall Street analysts forecast GFS stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 79.920
Low
35.00
Averages
41.32
High
48.50
Current: 79.920
Low
35.00
Averages
41.32
High
48.50
About GFS
GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Focus: As Marvell plays a critical role in AI infrastructure, investor attention on its future performance is increasing, and Durn's appointment is viewed as a steady transition that may help the company maintain its growth momentum in a competitive market.
See More
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- Policy Proposal Context: According to OpenAI's proposal, the fund would invest in diversified, long-term assets, and while specific investment terms are yet to be determined, this initiative could enhance public trust and engagement in AI technologies.
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- Market Valuation and IPO Readiness: OpenAI is currently valued at over $850 billion and is gearing up for an initial public offering this year, with a recent funding round that set records, reflecting strong market confidence in its future growth.
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- Multiple Companies Benefit: Other firms like D-Wave, Rigetti, and Infleqtion each received up to $100 million to address specific engineering variables and modalities, further advancing the research and development of quantum computing.
- Investor Focus: While IBM and GlobalFoundries are publicly traded, quantum computing represents a small part of their overall business, prompting investors to be selective and consider pure-play quantum companies like D-Wave and Rigetti, or indirectly invest through Honeywell and Nvidia for quantum exposure.
See More
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- Technology Integration: By combining MIPS with ARC, GF offers a RISC-V processor IP suite that spans high-performance, mid-range, and ultra-low-power compute and AI cores, backed by over 150 patents and more than 300 IP customers, significantly boosting its competitive edge in the market.
- Market Demand Response: As automotive and industrial systems increasingly require real-time and AI-driven solutions, GF's offerings provide differentiated silicon solutions under tight power and latency constraints, helping customers gain an advantage in the rapidly evolving intelligent systems market.
- Smooth Transition: GF is working closely with Synopsys to ensure a seamless transition for employees, customers, and partners, further solidifying its leadership position in the global semiconductor manufacturing sector and promoting the widespread adoption of Physical AI.
See More
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- Technology Integration: Sivers' laser arrays will be integrated into reference designs on GF's silicon photonics platform, supporting various optical connectivity architectures, including co-packaged optics and linear pluggable optics, enhancing the flexibility and efficiency of data center interconnect solutions.
- Market Demand: The rapid expansion of AI workloads and hyperscale data center architectures is driving the demand for higher bandwidth, improved energy efficiency, and scalable optical connectivity, making Sivers and GF's collaboration a crucial response to this market trend.
- Innovation Leadership: This partnership not only enhances the innovation capabilities in silicon photonics technology but also provides customers with advanced solutions for high-bandwidth co-packaged optics and optical interconnects, further solidifying their market leadership in photonics technology.
See More
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- Strategic Collaboration: Sivers Semiconductors has partnered with GlobalFoundries to develop advanced silicon photonics solutions targeting a $25 billion pluggable optics market by 2030, integrating Sivers' laser arrays with GF's silicon photonics platform to enhance optical connectivity architectures in data centers.
- Technology Integration: Sivers' laser arrays will be incorporated into GF's Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform, supporting high-bandwidth co-packaged optics and optical interconnect solutions, thereby improving bandwidth density and system scalability to meet the rapid growth demands of the AI infrastructure market.
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See More
