gilti
Regular
Shareholders
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Mccabe84
Regular
They dont seem to care about them
CHIPS
Regular
My first thought, when I read that Tony left, was that it saves the company money.
My second thought was ... I know this ... I lived it in the past ... when I worked for companies that "let people go" just to sell the company shortly after. Company buyers do not want the headcount and all the responsibilities connected to it, but only the product and its most important development staff.
For 5 USD or more, I would be fine with it. If the buyer is NVIDIA, I would then buy loads of their stock right away.
Pom down under
Top 20
Yes I’ve had many deleted
Pom down under
Top 20
Found a few videos of this years AGM maybe there are more
#cadence #tensilica #intelligentsystemdesign | Amol Borkar
A few weeks ago, Cadence introduced the Tensilica NeuroEdge AI Co-Processor. A new class of processor in the Tensilica family. Designed for seamless integration with Cadence's own Neo NPUs, a customer’s homegrown NPU, or even third-party NPU IP. Watch me explain how this innovative processor...
#xr #ai | Ziad Asghar | 20 comments
It was great to be at Nasdaq for the opening bell as a part of Qualcomm 40th anniversary with Qualcomm leadership team. If there is one aspect that stands out over these forty years, it is innovation. We are creating #XR and #AI technologies to drive the spatial computing revolution...
Frangipani
Top 20
View attachment 86228 View attachment 86229
#xr #ai | Ziad Asghar | 20 comments
It was great to be at Nasdaq for the opening bell as a part of Qualcomm 40th anniversary with Qualcomm leadership team. If there is one aspect that stands out over these forty years, it is innovation. We are creating #XR and #AI technologies to drive the spatial computing revolution...www.linkedin.com
The AWE Steve Brightfield mentions in his comment
is next week’s Augmented World Expo in Long Beach, CA, where BrainChip will be exhibiting and demoing the TENNs Eye-Tracking Model:https://www.awexr.com/
Ready-to Use Akida Neural Network Models
BrainChipTM provides a set of pre-trained, documented and supported network architectures. Here is a variety of models that are available in our model library in the Developer Hub: Explore Akida’s Model Library Discover ready-to-use models built for low-power, real-time performance...
brainchip.com
Learn more about AWE - a leading VR events provider
Find out more about a series of major conferences and exhibitions (USA, EU, Asia) featuring the leading XR companies and speakers and the best networking in XR
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Mccabe84
Regular
Baneino
Regular
"I truly believe that BrainChip can easily reach a valuation of $30 per share in the long term – and that’s not just wishful thinking, it’s based on solid fundamentals and a unique technological position."
Neuromorphic architecture is the future
BrainChip is the global leader in neuromorphic AI chips. Its Akida processor enables edge computing with ultra-low power, real-time learning, and no cloud dependency – a game-changing alternative to traditional von Neumann architectures (like those used by Nvidia or AMD).
→ In a world that’s rapidly adopting billions of edge sensors (IoT, defense, healthcare, automotive), autonomous edge AI isn't optional – it’s inevitable.
Huge long-term revenue potential
According to projections from Fintel.io, BrainChip is expected to generate around $469 million in revenue by 2025. With a conservative price-to-sales (P/S) ratio of 15 (typical for high-growth IP-driven tech), this suggests a valuation of ~$7 billion.
→ Divided by ~2.4 billion shares, that’s about $2.90 per share – without accounting for further growth.
But with a projected 40% CAGR in Edge AI markets through 2032, and the possibility of Akida becoming a standard in autonomous systems, a P/S multiple of 30+ is entirely reasonable → making $30 per share a realistic long-term outcome.
3.
Strategic partnerships are already in placeBrainChip is working with Airbus Defense & Space, ARM, Socionext, and others. These aren’t just “news headlines” – they reflect real industry validation from top-tier players.
4.
Strong IP moat & unique technologyAkida is not just another AI accelerator – it’s a fundamentally different processing paradigm, inspired by the human brain (Spiking Neural Networks).
→ This kind of technological shift only happens every few decades. Early investors in Nvidia (2003) or Tesla (2012) know how this plays out. Visionäres Potenzial (denken Sie an 2030+)
If BrainChip gains traction across automotive, defense, medical, consumer, and industrial AI, a $50–100 billion market cap is not out of reach.
→ With ~2.4 billion shares outstanding, that translates to $20–$40 per share. If buybacks or acquisitions occur, $
30 is well within reason.
If BrainChip reaches €30 per share, the company would be worth approximately:
€72 billion
or $77.8 billion USD
---
Context / Comparison:As of 2025:
NVIDIA: over $2 trillion USD
AMD: around $300–400 billion USD
Palantir: approximately $80–100 billion USD
At €30 per share, BrainChip would be valued in the range of global tech giants – a realistic target if Akida becomes a foundational technology in sectors like automotive, defense, heal
thcare, and industrial AI.
Of course this is my opinion not investment advice.
Kind regards from Germany
ndefries
Regular
This is more and more a US business. The listing in the US is the final step. Having IR at head office preparing investor presentation and supporting the potential relisting in partnership with the CFO would be the plan.
Since we’re already writing fantasy scenarios… why not make it 10 US dollars?Could be redundant in aust and going forward positioned in US?
Bravo
If ARM was an arm, BRN would be its biceps💪!
What have we here?
www.techspot.com
David Zoia, Senior Contributing Editor
June 4, 2025
4 Min Read
Arm says new Zena Compute Subsystem technology to help power the transition to AI-defined vehicles.
Semiconductor technology specialist Arm is launching a new central processing unit (CPU) platform it says will cut engineering demand for automakers 20% and trim vehicle-development time 12 months as the industry moves past the software-defined-vehicle stage and toward artificial-intelligence-defined vehicle architectures.
The AI-defined vehicle, a concept that appeared to surface for the first time late last year, is the next leap eyed in automotive electronics. Like SDV platforms, AI-defined vehicles will feature centralized, high-powered computers stocked with updatable software, but in this case the software will be AI-driven and allow for more advanced automated-driving functionality and sophisticated interaction between the vehicle and its occupants.
The Arm Zena Compute Subsystems platform is designed specifically for automotive applications. It consists primarily of 16 Arm CPUs, a safety island and a security enclave that can be paired with any GPUs (graphics processing units) and
NPUs (neural processing units), and other components of an OEM’s choosing, to produce a complete system on a chip (SoC) that is both scalable and flexible. The identical platform can be deployed for advanced automated-driving functions, as well as for in-vehicle infotainment and vehicle system controls.
“The AI-defined vehicle will be the future of Arm,” Dipti Vachani, senior vice president and general manager of Automotive, says during a media backgrounder tied to the launch of the Zena CSS for testing. “(And) the Arm platform will be necessary to deploy the AI-defined vehicle.”
News of cutbacks to development programs for next-generation battery-electric-vehicle platforms – once earmarked to lead the transition to SDVs and beyond – and fits and starts in OEM efforts to develop more sophisticated software-driven electronics architectures, have led to some uncertainty as to when the transition to smart vehicles may occur. But Vachani believes Arm has made the right bet with the Zena CSS technology that is geared to driving such a transformation.
“The movement to AI in the car is absolutely happening,” she says, noting every automaker is looking to move up ADAS capability toward more fully autonomous vehicles and integrate AI into the user experience inside the cabin. “So, AI workloads are becoming table stakes.
“No one is debating whether or not AI is going into the car,” she adds. “That’s going to happen. It’s not if, but when. It’s more a conversation of, ‘What’s it going to look like? What’s my brand stand for and how do I want my consumers to experience AI in my car?’”
That dilemma is where Zena CSS can shine, Vachani says, because the platform allows for OEMs to customize their SoCs any way they want and simply add multiple boards to meet their processing power demands, leaving more time for their engineers to focus on differentiating the technology according to their brand objectives.
OEMs are demanding three things when it comes to development of these new AI-defined vehicle architectures, the Arm executive says: They want the flexibility to innovate and the ability to scale the technology across vehicle platforms and their various brands, as well as shorter development times in order to speed new products to market.
“It’s amazing to me that we’re (now) launching more new technology into the car than we see in other industries,” Vachani says, noting automakers long have been criticized for lagging behind in releasing new software features.
Zena CSS comes pre-validated and integrated with other SoC technology, the key to allowing automakers to potentially cut a year off development time. It is compatible with SOAFEE (Scalable Open Architecture for Embedded Edge) standards, so it will work seamlessly with software and systems that meet that protocol, Arm says, giving automakers access to a smorgasbord of software and services offered by third-party developers that can be incorporated more easily into their future vehicles.
Zena “is huge for the SOAFEE ecosystem,” Vachani says.
Arm says Zena CSS has already been delivered to select partners for testing and it expects to ship demonstration units more broadly in September. The company declines to speculate when it might see production applications.
Suraj Gajendra, vice president of automotive products and software solutions, sums up Arm’s play this way: “The movement to AI is absolutely happening. We are ahead of the game here. We have sort of predicted where this is going, and there needs (to be) some foundations that have to be set on how technology will evolve to support these use cases in the future. And that’s what Arm has been part of.”Arm’s semiconductor IP is licensed by a number of chipmakers and has been a factor in the automotive market for more than 20 years. The U.K.-based company says its technology is deployed by 94% of the world’s automakers and the top 15 automotive processor suppliers. Its revenues have nearly tripled in the past five years, Vachani says.
www.wardsauto.com
Arm says new Zena platform can cut car development time by 50%
A significant part of the issue lies in the long and tedious automotive development process, particularly in how technology is adopted into modern vehicle platforms. Traditionally, automakers...
www.techspot.com
Arm CPU Tech Aimed at AI-Defined Vehicles
The new Zena Compute Subsystem platform is designed to work seamlessly with other SoC components, providing automakers with development speed and flexibility as they move toward new, more powerful electronic architectures.
David Zoia, Senior Contributing Editor
June 4, 2025
4 Min Read
Arm says new Zena Compute Subsystem technology to help power the transition to AI-defined vehicles.
Semiconductor technology specialist Arm is launching a new central processing unit (CPU) platform it says will cut engineering demand for automakers 20% and trim vehicle-development time 12 months as the industry moves past the software-defined-vehicle stage and toward artificial-intelligence-defined vehicle architectures.
The AI-defined vehicle, a concept that appeared to surface for the first time late last year, is the next leap eyed in automotive electronics. Like SDV platforms, AI-defined vehicles will feature centralized, high-powered computers stocked with updatable software, but in this case the software will be AI-driven and allow for more advanced automated-driving functionality and sophisticated interaction between the vehicle and its occupants.
The Arm Zena Compute Subsystems platform is designed specifically for automotive applications. It consists primarily of 16 Arm CPUs, a safety island and a security enclave that can be paired with any GPUs (graphics processing units) and
NPUs (neural processing units), and other components of an OEM’s choosing, to produce a complete system on a chip (SoC) that is both scalable and flexible. The identical platform can be deployed for advanced automated-driving functions, as well as for in-vehicle infotainment and vehicle system controls.“The AI-defined vehicle will be the future of Arm,” Dipti Vachani, senior vice president and general manager of Automotive, says during a media backgrounder tied to the launch of the Zena CSS for testing. “(And) the Arm platform will be necessary to deploy the AI-defined vehicle.”
News of cutbacks to development programs for next-generation battery-electric-vehicle platforms – once earmarked to lead the transition to SDVs and beyond – and fits and starts in OEM efforts to develop more sophisticated software-driven electronics architectures, have led to some uncertainty as to when the transition to smart vehicles may occur. But Vachani believes Arm has made the right bet with the Zena CSS technology that is geared to driving such a transformation.
“The movement to AI in the car is absolutely happening,” she says, noting every automaker is looking to move up ADAS capability toward more fully autonomous vehicles and integrate AI into the user experience inside the cabin. “So, AI workloads are becoming table stakes.
“No one is debating whether or not AI is going into the car,” she adds. “That’s going to happen. It’s not if, but when. It’s more a conversation of, ‘What’s it going to look like? What’s my brand stand for and how do I want my consumers to experience AI in my car?’”
That dilemma is where Zena CSS can shine, Vachani says, because the platform allows for OEMs to customize their SoCs any way they want and simply add multiple boards to meet their processing power demands, leaving more time for their engineers to focus on differentiating the technology according to their brand objectives.
OEMs are demanding three things when it comes to development of these new AI-defined vehicle architectures, the Arm executive says: They want the flexibility to innovate and the ability to scale the technology across vehicle platforms and their various brands, as well as shorter development times in order to speed new products to market.
“It’s amazing to me that we’re (now) launching more new technology into the car than we see in other industries,” Vachani says, noting automakers long have been criticized for lagging behind in releasing new software features.
Zena CSS comes pre-validated and integrated with other SoC technology, the key to allowing automakers to potentially cut a year off development time. It is compatible with SOAFEE (Scalable Open Architecture for Embedded Edge) standards, so it will work seamlessly with software and systems that meet that protocol, Arm says, giving automakers access to a smorgasbord of software and services offered by third-party developers that can be incorporated more easily into their future vehicles.
Zena “is huge for the SOAFEE ecosystem,” Vachani says.
Arm says Zena CSS has already been delivered to select partners for testing and it expects to ship demonstration units more broadly in September. The company declines to speculate when it might see production applications.
Suraj Gajendra, vice president of automotive products and software solutions, sums up Arm’s play this way: “The movement to AI is absolutely happening. We are ahead of the game here. We have sort of predicted where this is going, and there needs (to be) some foundations that have to be set on how technology will evolve to support these use cases in the future. And that’s what Arm has been part of.”Arm’s semiconductor IP is licensed by a number of chipmakers and has been a factor in the automotive market for more than 20 years. The U.K.-based company says its technology is deployed by 94% of the world’s automakers and the top 15 automotive processor suppliers. Its revenues have nearly tripled in the past five years, Vachani says.
Arm CPU Tech Aimed at AI-Defined Vehicles
The new Zena Compute Subsystem platform is designed to work seamlessly with other SoC components, providing automakers with development speed and flexibility as they move toward new, more powerful electronic architectures.
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Can’t happen soon enough!
“Soon enough” Oh sure… a US listing will obviously fix everything.
Still, no sustainable business model, barely any visible revenue, no real proof-of-value in the market? No worries! Just slap the logo on NASDAQ, and boom…trust, investors, billions. Because… you know, Uuuu sss aaa!!!
I mean, who needs actual paying customers when you’ve got a potential listing on PowerPoint, right?
But seriously…do you even realize what that would mean for your shares if we just jumped into the US market like that?
Would you be happy holding 5 shares after a massive reverse split just to see us at 4 bucks… only to crash to 1 dollar once Wall Street tears us apart?
Think about it before wishing for this fantasy.
Unless, of course, you’re shorting – then it makes perfect sense.
Bravo
If ARM was an arm, BRN would be its biceps💪!
You can’t sprint before you’ve learned to walk.
Securing a license and generating some meaningful revenue would be a good place to start.
As far as redomiciling goes, if our BoD can’t wrap their heads around making effective ASX announcements to help support and grow the share price, what chance is there that Australian retail shareholders will back a move abroad?
Let's face it - if the company is struggling for traction in Australia due to poor communication and execution, it risks completely flopping in the US market for the exact same reasons.
A redomicile to the US would be a catastrophic disaster for Australian shareholders given where BRN is at the moment.
Your shares Beeb could quite possibly become effectively worthless overnight.
Fullmoonfever
Top 20
Back in Feb @Frangipani posted about Autonomous Teaming and their job vacancies which also had references to Akida.
thestockexchange.com.au
They just came up again in a general google search I was doing and was some 3 open vacancies, still from Feb though.
Interestingly when I clicked on "about company" link it showed another entity as well... "Complexio" as per my screen shot.
Wonder if these guys are also playing with Akida in the background and / or with Autonomous Teaming?
Appear to have connections through marine / maritime industries.
eworker.co
BRN Discussion Ongoing
We’re can I find if this partner Cadence is in fact with Brainchip ?. It was in the partner section of the brn website but some seem to have been removed.
thestockexchange.com.au
They just came up again in a general google search I was doing and was some 3 open vacancies, still from Feb though.
Interestingly when I clicked on "about company" link it showed another entity as well... "Complexio" as per my screen shot.
Wonder if these guys are also playing with Akida in the background and / or with Autonomous Teaming?
Appear to have connections through marine / maritime industries.
Autonomous Teaming Solutions
eworker.co
Afternoon Chippers ,
GlobalFoundries spending a few bob .
For those that are new to Brainchip......GlobalFoundries fabricated our last Physical Chip , AKD1500 .
.
/ GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth
Backed by leading tech giants, the investment reinforces domestic semiconductor production and U.S.-based innovation in AI-enabling and power efficient technologies
MALTA, N.Y., June 4, 2025 – GlobalFoundries (Nasdaq: GFS) (GF), working with the Trump Administration and with support from leading technology companies aiming to onshore critical components of their supply chain, today announced plans to invest $16 billion to expand its semiconductor manufacturing and advanced packaging capabilities across its facilities in New York and Vermont. GF’s investment is a strategic response to the explosive growth in artificial intelligence, which is accelerating demand for next-generation semiconductors designed for power efficiency and high-bandwidth performance across datacenters, communications infrastructure and AI-enabled devices.
GF is collaborating with major technology companies such as Apple, SpaceX, AMD, Qualcomm Technologies, Inc., NXP and GM, that are committed to reshoring semiconductor production to the U.S. and diversifying their global supply chains. These companies partner with GF to support their production of U.S.-made chips, underscoring GF’s role as a trusted supplier of essential semiconductors and a key enabler of supply chain security.
“At GlobalFoundries, we are proud to partner with pioneering technology leaders to manufacture their chips in the United States—advancing innovation while strengthening economic and supply chain resiliency,” said Tim Breen, CEO of GlobalFoundries. “The AI revolution is driving strong, durable demand for GF’s technologies that enable tomorrow’s datacenters – including GF’s leading silicon photonics, as well as GaN for power applications. Meanwhile at the edge, GF’s proprietary FDX technology is uniquely positioned to support AI functionality with low power consumption. With all these technologies and more manufactured right here in the U.S., GF is proud to play its part in accelerating America’s semiconductor leadership.”
“GlobalFoundries investment is a great example of the return of United States manufacturing for critical semiconductors,” said U.S. Secretary of Commerce, Howard Lutnick. “President Trump has made it a fundamental objective to bring semiconductor manufacturing home to America. Our partnership with GlobalFoundries will secure U.S. semiconductor foundry capacity and technology capabilities for future generations.”
The rapid rise of AI in both the cloud and at the edge is driving the adoption of new technology platforms and 3D heterogeneous integration technologies. These advanced solutions are essential to meet the exponentially growing requirements for power efficiency, bandwidth density and performance. GF is uniquely positioned to lead in this space, with its 22FDX® and silicon photonics capabilities in production in New York and advanced development of differentiated GaN-based power solutions in Vermont.
GF’s investment builds upon the company’s existing U.S. expansion plans, including more than $13 billion to expand and modernize its New York and Vermont facilities and funding for its recently launched New York Advanced Packaging and Photonics Center—the first U.S.-based facility of its kind dedicated to silicon photonics packaging. GF is committing an additional $3 billion, which includes advanced research and development initiatives focused on packaging innovation, silicon photonics and next-generation GaN technologies. In aggregate, these investments represent a $16 billion plan to strengthen U.S. semiconductor leadership and accelerate innovation in AI, aerospace, automotive and high-performance communications.
“Today’s announcement is a direct result of President Trump’s leadership and his vision to bring back high-paying manufacturing jobs and reestablish secure, domestic supply chains for critical technologies,” said Dr. Thomas Caulfield, Executive Chairman of GlobalFoundries. “We look forward to continuing to work with the U.S. government to help create the conditions for industry and government to work together and drive meaningful, long-term impact.”
“GlobalFoundries has supplied semiconductors for Apple products since 2010 and we’re excited to see them expand right here in the United States. These chips are an essential part of Apple products like iPhone, and they’re a powerful example of American manufacturing leadership.”
Tim Cook, Apple’s CEO
“Advanced semiconductors are critical to the advanced satellite capabilities which SpaceX has been pioneering for over two decades. We are excited by the expansion of GlobalFoundries’ manufacturing base right here in the U.S., which is core to Starlink’s growth and our commitment to manufacturing in the U.S., as well as our mission to deliver high-speed internet access to millions of people around the world.”
Gwynne Shotwell, president and COO at SpaceX
“As a valued technology partner, we’re pleased to see GlobalFoundries deepen its commitment to U.S. manufacturing. These efforts are critical to building a secure and resilient semiconductor supply chain in the U.S. to support the next wave of innovation in our industry.”
Dr. Lisa Su, AMD Chair and CEO
“As a strategic supplier of Qualcomm, GlobalFoundries shares our vision for strengthening U.S. chip production capacity. This commitment from GlobalFoundries will help secure a resilient semiconductor supply chain to support the next wave of U.S. technology innovation, especially in areas vital to enabling power efficient computing, connectivity, and edge intelligence.”
Cristiano Amon, president and CEO of Qualcomm Incorporated
“Deepening our partnership with GlobalFoundries aligns with NXP’s hybrid manufacturing strategy, where we work with leading foundry partners to better serve our customers’ strategic technology, capacity and resilience needs. This collaboration allows us to scale efficiently, expand production in the U.S. and continue delivering for our customers. It’s a strong step forward in building a resilient, high-performing semiconductor supply chain in the United States.”
Kurt Sievers, chief executive officer of NXP Semiconductors
“Semiconductors are critical to the future of vehicles, and their importance will only grow. GlobalFoundries’ investment supports our work to secure a reliable, U.S.-based chip supply—essential for delivering the safety, infotainment and features our customers expect.”
Mark Reuss, president of General Motors
About GF
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors the world relies on to live, work and connect. We innovate and partner with customers to deliver more power-efficient, high-performance products for automotive, smart mobile devices, internet of things, communications infrastructure and other high-growth markets. With our global manufacturing footprint spanning the U.S., Europe, and Asia, GF is a trusted and reliable source for customers around the world. Every day, our talented global team delivers results with an unyielding focus on security, longevity and sustainability. For more information, visit www.gf.com.
©GlobalFoundries Inc., GF, GlobalFoundries, the GF logos and other GF marks are trademarks of GlobalFoundries Inc. or its subsidiaries. All other trademarks are the property of their respective owners.
Forward-looking Information
This press release includes “forward-looking statements” that reflect our current expectations and views of future events. These forward-looking statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995 and include but are not limited to, statements regarding our financial outlook, future guidance, product development, business strategy and plans, and market trends, opportunities and positioning. These statements are based on current expectations, assumptions, estimates, forecasts, projections and limited information available at the time they are made. Words such as “expect,” “anticipate,” “should,” “believe,” “hope,” “target,” “project,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “might,” “could,” “intend,” “shall,” “outlook,” “plan,” “aim,” and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements are subject to a broad variety of risks and uncertainties, both known and unknown. Any inaccuracy in our assumptions and estimates could affect the realization of the expectations or forecasts in these forward-looking statements. For example, our business could be impacted by geopolitical conditions such as the ongoing political and trade tensions with China; the market for our products may develop or recover more slowly than expected or than it has in the past; our operating results may fluctuate more than expected; there may be significant fluctuations in our results of operations and cash flows related to our revenue recognition or otherwise; a network or data security incident that allows unauthorized access to our network or data or our customers’ data could result in a system disruption, loss of data or damage our reputation; we could experience interruptions or performance problems associated with our technology, including a service outage; global economic conditions could deteriorate; and our expected results and planned expansions and operations may not proceed as planned if funding we expect to receive is delayed or withheld for any reason. It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make. Moreover, we operate in a competitive and rapidly changing market, and new risks may emerge from time to time. These statements are based on our historical performance and on our current plans, estimates and projections in light of information currently available to us, and therefore you should not place undue reliance on them.
Although we believe that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assumes responsibility for the accuracy and completeness of these statements. Except to the extent required by federal securities laws, we undertake no obligation to update any information or any forward-looking statements as a result of new information, subsequent events or any other circumstances after the date hereof, or to reflect the occurrence of unanticipated events. Investors are urged to review in detail the risks and uncertainties discussed in our 2024 Annual Report on Form 20-F, current reports on Form 6-K and other reports filed with the Securities and Exchange Commission.
Media Contact:
Erica McGill
erica.mcgill@gf.com
Regards,
Esq.
GlobalFoundries spending a few bob .
For those that are new to Brainchip......GlobalFoundries fabricated our last Physical Chip , AKD1500 .
./ GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth
GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth
June 4, 2025Backed by leading tech giants, the investment reinforces domestic semiconductor production and U.S.-based innovation in AI-enabling and power efficient technologies
MALTA, N.Y., June 4, 2025 – GlobalFoundries (Nasdaq: GFS) (GF), working with the Trump Administration and with support from leading technology companies aiming to onshore critical components of their supply chain, today announced plans to invest $16 billion to expand its semiconductor manufacturing and advanced packaging capabilities across its facilities in New York and Vermont. GF’s investment is a strategic response to the explosive growth in artificial intelligence, which is accelerating demand for next-generation semiconductors designed for power efficiency and high-bandwidth performance across datacenters, communications infrastructure and AI-enabled devices.
GF is collaborating with major technology companies such as Apple, SpaceX, AMD, Qualcomm Technologies, Inc., NXP and GM, that are committed to reshoring semiconductor production to the U.S. and diversifying their global supply chains. These companies partner with GF to support their production of U.S.-made chips, underscoring GF’s role as a trusted supplier of essential semiconductors and a key enabler of supply chain security.
“At GlobalFoundries, we are proud to partner with pioneering technology leaders to manufacture their chips in the United States—advancing innovation while strengthening economic and supply chain resiliency,” said Tim Breen, CEO of GlobalFoundries. “The AI revolution is driving strong, durable demand for GF’s technologies that enable tomorrow’s datacenters – including GF’s leading silicon photonics, as well as GaN for power applications. Meanwhile at the edge, GF’s proprietary FDX technology is uniquely positioned to support AI functionality with low power consumption. With all these technologies and more manufactured right here in the U.S., GF is proud to play its part in accelerating America’s semiconductor leadership.”
“GlobalFoundries investment is a great example of the return of United States manufacturing for critical semiconductors,” said U.S. Secretary of Commerce, Howard Lutnick. “President Trump has made it a fundamental objective to bring semiconductor manufacturing home to America. Our partnership with GlobalFoundries will secure U.S. semiconductor foundry capacity and technology capabilities for future generations.”
The rapid rise of AI in both the cloud and at the edge is driving the adoption of new technology platforms and 3D heterogeneous integration technologies. These advanced solutions are essential to meet the exponentially growing requirements for power efficiency, bandwidth density and performance. GF is uniquely positioned to lead in this space, with its 22FDX® and silicon photonics capabilities in production in New York and advanced development of differentiated GaN-based power solutions in Vermont.
GF’s investment builds upon the company’s existing U.S. expansion plans, including more than $13 billion to expand and modernize its New York and Vermont facilities and funding for its recently launched New York Advanced Packaging and Photonics Center—the first U.S.-based facility of its kind dedicated to silicon photonics packaging. GF is committing an additional $3 billion, which includes advanced research and development initiatives focused on packaging innovation, silicon photonics and next-generation GaN technologies. In aggregate, these investments represent a $16 billion plan to strengthen U.S. semiconductor leadership and accelerate innovation in AI, aerospace, automotive and high-performance communications.
“Today’s announcement is a direct result of President Trump’s leadership and his vision to bring back high-paying manufacturing jobs and reestablish secure, domestic supply chains for critical technologies,” said Dr. Thomas Caulfield, Executive Chairman of GlobalFoundries. “We look forward to continuing to work with the U.S. government to help create the conditions for industry and government to work together and drive meaningful, long-term impact.”
“GlobalFoundries has supplied semiconductors for Apple products since 2010 and we’re excited to see them expand right here in the United States. These chips are an essential part of Apple products like iPhone, and they’re a powerful example of American manufacturing leadership.”
Tim Cook, Apple’s CEO
“Advanced semiconductors are critical to the advanced satellite capabilities which SpaceX has been pioneering for over two decades. We are excited by the expansion of GlobalFoundries’ manufacturing base right here in the U.S., which is core to Starlink’s growth and our commitment to manufacturing in the U.S., as well as our mission to deliver high-speed internet access to millions of people around the world.”
Gwynne Shotwell, president and COO at SpaceX
“As a valued technology partner, we’re pleased to see GlobalFoundries deepen its commitment to U.S. manufacturing. These efforts are critical to building a secure and resilient semiconductor supply chain in the U.S. to support the next wave of innovation in our industry.”
Dr. Lisa Su, AMD Chair and CEO
“As a strategic supplier of Qualcomm, GlobalFoundries shares our vision for strengthening U.S. chip production capacity. This commitment from GlobalFoundries will help secure a resilient semiconductor supply chain to support the next wave of U.S. technology innovation, especially in areas vital to enabling power efficient computing, connectivity, and edge intelligence.”
Cristiano Amon, president and CEO of Qualcomm Incorporated
“Deepening our partnership with GlobalFoundries aligns with NXP’s hybrid manufacturing strategy, where we work with leading foundry partners to better serve our customers’ strategic technology, capacity and resilience needs. This collaboration allows us to scale efficiently, expand production in the U.S. and continue delivering for our customers. It’s a strong step forward in building a resilient, high-performing semiconductor supply chain in the United States.”
Kurt Sievers, chief executive officer of NXP Semiconductors
“Semiconductors are critical to the future of vehicles, and their importance will only grow. GlobalFoundries’ investment supports our work to secure a reliable, U.S.-based chip supply—essential for delivering the safety, infotainment and features our customers expect.”
Mark Reuss, president of General Motors
About GF
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors the world relies on to live, work and connect. We innovate and partner with customers to deliver more power-efficient, high-performance products for automotive, smart mobile devices, internet of things, communications infrastructure and other high-growth markets. With our global manufacturing footprint spanning the U.S., Europe, and Asia, GF is a trusted and reliable source for customers around the world. Every day, our talented global team delivers results with an unyielding focus on security, longevity and sustainability. For more information, visit www.gf.com.
©GlobalFoundries Inc., GF, GlobalFoundries, the GF logos and other GF marks are trademarks of GlobalFoundries Inc. or its subsidiaries. All other trademarks are the property of their respective owners.
Forward-looking Information
This press release includes “forward-looking statements” that reflect our current expectations and views of future events. These forward-looking statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995 and include but are not limited to, statements regarding our financial outlook, future guidance, product development, business strategy and plans, and market trends, opportunities and positioning. These statements are based on current expectations, assumptions, estimates, forecasts, projections and limited information available at the time they are made. Words such as “expect,” “anticipate,” “should,” “believe,” “hope,” “target,” “project,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “might,” “could,” “intend,” “shall,” “outlook,” “plan,” “aim,” and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements are subject to a broad variety of risks and uncertainties, both known and unknown. Any inaccuracy in our assumptions and estimates could affect the realization of the expectations or forecasts in these forward-looking statements. For example, our business could be impacted by geopolitical conditions such as the ongoing political and trade tensions with China; the market for our products may develop or recover more slowly than expected or than it has in the past; our operating results may fluctuate more than expected; there may be significant fluctuations in our results of operations and cash flows related to our revenue recognition or otherwise; a network or data security incident that allows unauthorized access to our network or data or our customers’ data could result in a system disruption, loss of data or damage our reputation; we could experience interruptions or performance problems associated with our technology, including a service outage; global economic conditions could deteriorate; and our expected results and planned expansions and operations may not proceed as planned if funding we expect to receive is delayed or withheld for any reason. It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make. Moreover, we operate in a competitive and rapidly changing market, and new risks may emerge from time to time. These statements are based on our historical performance and on our current plans, estimates and projections in light of information currently available to us, and therefore you should not place undue reliance on them.
Although we believe that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assumes responsibility for the accuracy and completeness of these statements. Except to the extent required by federal securities laws, we undertake no obligation to update any information or any forward-looking statements as a result of new information, subsequent events or any other circumstances after the date hereof, or to reflect the occurrence of unanticipated events. Investors are urged to review in detail the risks and uncertainties discussed in our 2024 Annual Report on Form 20-F, current reports on Form 6-K and other reports filed with the Securities and Exchange Commission.
Media Contact:
Erica McGill
erica.mcgill@gf.com
Regards,
Esq.
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