GlobalFoundries Has Announced Expansion Plans
The company will increase its global manufacturing capacity and grow its research team in Taiwan.
Updated on Sept. 24, 2026 in Semiconductors
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GlobalFoundries has announced plans to accelerate its global manufacturing capacity to meet rising demand from hyperscalers. The company is specifically focusing on radio frequency chip production and expanding its research operations in Taiwan.
Why it matters
This strategic growth is being driven by the ongoing artificial intelligence boom and surging demand from major U.S.-based hyperscalers. The expansion seeks to bolster production capabilities for critical hardware at a time when existing facilities remain highly utilized.
GlobalFoundries is utilizing GaN technology for its chip development, featuring specifications of 650-voltage and 80-voltage. These components are being integrated into expanded production lines to support advanced radio frequency capabilities.
The players
GlobalFoundries
This is a global semiconductor manufacturer headquartered in Malta, New York, that produces chips for various high-tech industries.
Taiwan Semiconductor Manufacturing Co
This is a major semiconductor foundry that holds a licensing agreement with GlobalFoundries regarding GaN technology.
The details
Headquartered in Malta, New York, the company is optimizing production lines across its global sites, including key facilities in Singapore. This expansion is supported by a licensing agreement with Taiwan Semiconductor Manufacturing Co to further advance their GaN technology footprint.
Timeline
GlobalFoundries announced the expansion and hiring plans on September 23, 2026.
A Taiwanese foundry made a decision to exit the GaN market in July 2025.
The Tech Race
This move marks a shift in the semiconductor industry as manufacturers pivot toward advanced materials like GaN to power AI-driven hardware. By expanding its R&D footprint, GlobalFoundries positions itself to compete more aggressively in the specialized radio frequency market.
The expansion will likely lead to increased availability of radio frequency chips, supporting the infrastructure required for faster AI and data processing. Users may see broader access to high-performance devices as supply constraints ease for major U.S.-based technology providers.
The takeaway
GlobalFoundries is scaling its operations to capitalize on the sustained hardware requirements of the artificial intelligence sector. This expansion serves as a critical move to ensure the manufacturer can keep pace with the high utilization rates currently seen across its domestic and international fabs.
Further reading
For more context on the evolving chip manufacturing landscape, visit the Semiconductors section.
Source note: This article includes information reported by Taipei Times.
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