GF Is Not Chasing 2nm — It Is Building the Other Half of the AI Semiconductor Supply Chain
· Source: tspasemiconductor.substack.com
In short
GlobalFoundries is focusing on differentiated semiconductor technologies rather than competing for the smallest logic node, targeting 12nm, 22nm, RF-SOI, silicon photonics, and other advanced areas essential for AI infrastructure. As AI systems require more than just advanced GPUs and ASICs, GF aims to support the broader semiconductor needs for optical connectivity, power conversion, and heterogeneous packaging. Notably, their silicon photonics platform is becoming a significant growth area, reflecting the evolving demands of AI infrastructure.
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Tags: semiconductor, AI, silicon photonics, manufacturing, packaging, infrastructure