Company
Contract chipmaker (foundry) based in Malta, New York, with fabs in the US, Germany and Singapore, specializing in FD-SOI and other specialty chips.
IBM subsidiary Anderon has a finalized $1 billion CHIPS award plus $1 billion from IBM to run a quantum-wafer foundry in Albany, New York. Its business case now turns on whether rival quantum companies will send their designs to a fab owned by a competitor.
Reality
GlobalFoundries topped out its 1.1 billion euro Dresden expansion on October 9, aiming for more than one million 300mm wafers a year by end-2028. FDX Fusion, the edge-AI process it announced alongside, is a far earlier bet that still needs German federal approval and customer qualification.
Reality
GlobalFoundries plans to make a 7nm-class FD-SOI platform for edge AI chips in Dresden from 2028, alongside a 1.1 billion euro fab expansion. Crypto Briefing's report does not split the new capacity by process, so the company's estimate of a market above $18 billion by 2030 cannot yet be tied to wafers.
Reality
GlobalFoundries signed a five-year deal with TSMC to make silicon interposers, targeting a volume ramp in the first half of 2028. Neither company disclosed pricing, customers or capacity, so the deal cannot yet show how much AI packaging work, if any, is leaving TSMC's own plants.
Perspective Coverage
7 publishersReality
Xanadu will move its photon-counting detectors and silicon nitride photonics onto GlobalFoundries' 300mm line in Malta, New York, under a multi-year deal. Its scaling case now depends on how chips from a commercial fab perform.
Reality
Tower Semiconductor and Japan will co-invest $4 billion to reach 45,000 300mm-equivalent wafers a month of optical-connectivity capacity by 2029. Until the new fab lands in 2029, growth comes from adding tools to a fab that already ships.
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ASML says its revenue share from Europe has fallen to zero this year from 5 percent in 2024, as the region's new fabs skip leading-edge chips. Hardware buyers can source mature-node parts locally, but 3nm and 5nm supply depends on EUV capacity ASML says is nearly booked for 2027.
Reality
Onsemi's GaN chief expects gallium nitride power parts to reach mass production in 2026/27 as Nvidia moves racks to 800 volts from 2027. For buyers, the change sits in one converter inside the power supply, where Onsemi's own high-voltage part is still about a year from volume production.
Reality
Europe accounted for 0% of ASML's revenue in the first half of 2026, and the company's public affairs chief blames missing demand for European-made chips. Four European fab projects ran through the same period.
Reality
Counterpoint puts TSMC at 73% of second-quarter foundry revenue and Samsung Foundry at 5.9%. Because that share is weighted by leading-edge prices, it measures the scarcity of advanced capacity as much as the volume of it.
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The money pays for demonstration and qualification of BAE's RH45 process, and what US satellite teams would get from it is a catalog of pre-tested rad-hard blocks to assemble into custom ASICs. The catalog is BAE's own.
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The Commerce award is the only contracted dollar figure Quantinuum put on the page, and the two onshore manufacturing partners it named, GlobalFoundries and Monarch Quantum, arrive without volumes, dates or contract values.
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Each company banks $100 million of CHIPS money and hands Washington an equity stake whose size has not been published, which leaves July's GlobalFoundries deal, 1 per cent alongside $300 million, as the only visible price.
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The company's own number is SRAM as dense as 2nm or 3nm logic with no extreme ultraviolet lithography, and what publicly backs it is two years of mini-fab runs inside a GlobalFoundries plant in Singapore.
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Kepler Computing has $468mn, up to $245mn committed by the US Commerce Department, and mini fabs running inside GlobalFoundries, which is more than most memory startups get and still short of anything a buyer can schedule against.
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Intel is up more than 300% since the stake talks leaked and down 37% since June, and the part of that gain still standing depends on courts and the next Congress leaving federal equity stakes alone.
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IBM has closed the HRL Laboratories deal behind a 2029 fault-tolerant target. For anyone holding ciphertext that must outlive the decade, the vendor's date is now the planning date.
Reality
Federal dollars are no longer the binding constraint in US quantum. Two dated milestones, one vendor and one state, are what a migration plan can actually be built against.
Reality