Tower Semiconductor, a specialty foundry player in analog and mixed signal chips, operates in a sector where intellectual property and process know-how are central to competitive positioning. The new lawsuits come at a time when demand for semiconductor manufacturing capacity and differentiated process technologies is a core theme for many chipmakers and their customers. For you as an investor, this development is primarily about risk, both operational and reputational. Outcomes from these case...

GlobalFoundries has filed multiple U.S. lawsuits accusing Tower Semiconductor (TSEM) of infringing 11 patents related to high performance chip manufacturing processes, and is seeking to block the importation and sales of certain Tower products. See our latest analysis for Tower Semiconductor. The legal action has arrived after a strong run, with a 1 month share price return of 40.53% and a 1 year total shareholder return of more than 4x. However, the 7 day share price return of 2.95% suggests ...

Supply chain resilience has become a top priority for the global electronics industry as the demand for smart vehicles and automated factories grows. GlobalFoundries and Renesas Electronics Corporation have responded by expanding their strategic collaboration through a multi-billion-dollar manufacturing partnership. This agreement is designed to broaden the access Renesas has to the manufacturing technologies of GlobalFoundries, ensuring a stable supply of chips for mission-critical application...

Strengthening semiconductor supply Continental has set up a new business division with GlobalFoundries to manufacture semiconductors for its automotive components. The tier one supplier said the automotive industry’s demand for semiconductors to enhance electronic content for software-defined vehicles is increasing and “it is imperative for organisations to invest in semiconductor development to be successful in the long run”. Continental said that the global automotive semiconductor market is...

Published on 02/16/2026 at 06:26 pm EST GlobalFoundries to Spend $16 Billion on US Production GlobalFoundries and UMC are considering a merger This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions. This super composite rating is the result of a weighted average of the rankings based on the follo...

GLOBALFOUNDRIES (GFS) has moved into the spotlight after filing multiple U.S. patent infringement lawsuits against Tower Semiconductor, a legal step that puts its manufacturing know how and intellectual property protections front and center for investors. See our latest analysis for GLOBALFOUNDRIES. The legal action lands at a time when the share price is US$42.94, with a 19.78% 90 day share price return and a 16.40% 1 year total shareholder return, contrasting with a 3 year total shareholder ...

Intel is reportedly in talks to acquire GlobalFoundries for $30 billion, aiming to enhance its semiconductor production capacity amid ongoing supply shortages. This acquisition could allow Intel to bypass lengthy processes associated with establishing new fabs, leveraging GlobalFoundries' existing facilities and production capabilities. The deal may face regulatory scrutiny due to GlobalFoundries' foreign ownership, which could impact timelines. Procurement professionals should monitor this situation closely, as it could significantly affect component availability and pricing in the semiconductor market.

GlobalFoundries has filed multiple U.S. lawsuits accusing Tower Semiconductor (TSEM) of infringing 11 patents related to high performance chip manufacturing processes, and is seeking to block the importation and sales of certain Tower products. See our latest analysis for Tower Semiconductor. The legal action has arrived after a strong run, with a 1 month share price return of 40.53% and a 1 year total shareholder return of more than 4x. However, the 7 day share price return of 2.95% suggests ...

GlobalFoundries has secured a three-year, $1.6 billion wafer supply agreement with AMD, ensuring reserved capacity for lagging-edge semiconductor production. This deal stabilizes AMD's supply chain for legacy products and mitigates future shortages. Additionally, GlobalFoundries is collaborating with Raytheon to develop GaN-on-Si semiconductors for 5G and 6G applications, indicating a strategic focus on specialized technologies rather than chip miniaturization. This agreement could impact procurement strategies for companies relying on older node technologies.

The expansion is part of the company’s long-term plan to explore cross-border manufacturing opportunities with India. Recently, Babul Supriyo, the IT Minister of West Bengal, visited GlobalFoundries’ fabless design and testing centre in Kolkata to review the progress of the semiconductor firm. The company began operations last year at the Software Technology Parks of India (STPI) incubation hub in Sector V, Salt Lake. The company currently occupies nearly 12,000 square feet at the STPI facilit...