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GFS: America's Chip Security Cornerstone
6 Dec
Summary
- GlobalFoundries is key to US semiconductor self-sufficiency and national security.
- GFS holds 'trusted foundry' status for secure chip production for defense.
- The company secured over $1.5 billion in CHIPS Act funding for US expansion.
GlobalFoundries (GFS) is at the forefront of the United States' strategic initiative to re-establish domestic semiconductor production, now viewed as a vital national security concern. Since acquiring IBM's microelectronics business in 2015, GFS has been designated a 'trusted foundry,' making it one of the few suppliers authorized by the Department of Defense to manufacture secure chips for critical sectors like aerospace and military applications.
Its manufacturing capabilities encompass essential areas such as radio frequency, power management, and automotive semiconductors. These are fundamental components for defense, infrastructure, and industrial systems that were previously dependent on foreign supply chains. The company's position is further strengthened by substantial government support, including over $1.5 billion in CHIPS Act funding and government-backed loans for its US facilities.
Unlike competitors still developing their strategies, GFS's production is already integrated into vital government programs. Most of its manufacturing capacity is secured through long-term contracts with government and industrial clients, which provides predictable revenue streams. GFS embodies policy execution, delivering tangible results in sovereign semiconductor manufacturing today, rather than relying on future projections.
