Cirrus Logic and GlobalFoundries Expand Partnership to Drive Semiconductor Innovation and Enhance U.S. Supply Chain

Cirrus Logic Inc. expanded its partnership with GlobalFoundries to accelerate the development of advanced chip technologies, including BCD and GaN, to enhance device efficiency and reliability. This collaboration strengthens the U.S. semiconductor supply chain, expands Cirrus Logic's technology portfolio, and unlocks new market opportunities. However, potential challenges in scaling up manufacturing capabilities and dependence on successful integration of new technologies into existing product lines are risks to consider.

Cirrus Logic Inc. (CRUS) has expanded its partnership with GlobalFoundries (GFS) to accelerate the development of advanced chip technologies, including Bipolar-CMOS-DMOS (BCD) and Gallium Nitride (GaN), aimed at enhancing device efficiency and reliability. This strategic collaboration strengthens the U.S. semiconductor supply chain, expands Cirrus Logic's technology portfolio, and unlocks new market opportunities.

The joint development efforts focus on advancing next-generation BCD process technology, which allows different functions to be combined on a single chip, making devices more power-efficient and compact. This technology will be manufactured at GlobalFoundries' facility in Malta, New York, adding a U.S.-based option to complement existing manufacturing in Singapore and Germany. The collaboration also includes accelerating innovation in GaN technology, leveraging GlobalFoundries' specialized manufacturing facility in Essex Junction, Vermont.

"We are excited to deepen our long-standing relationship with GlobalFoundries and help accelerate cutting-edge mixed-signal chip manufacturing to the U.S.," said John Forsyth, Cirrus Logic President and Chief Executive Officer. "This collaboration expands the technology leadership of both companies, strengthens the U.S. semiconductor supply chain and reinforces our shared commitment to innovation and customer success."

GlobalFoundries' CEO, Tim Breen, echoed the sentiment, "GlobalFoundries is proud to expand our partnership with Cirrus Logic, a company that shares our commitment to driving semiconductor innovation and strengthening domestic manufacturing capabilities that are vital to national competitiveness and economic resilience. Together, we’re enabling the next generation of essential chip technologies that will power tomorrow’s devices and systems. This collaboration underscores the importance of resilient, geographically diverse supply chains for our industry."

While this partnership offers significant benefits, potential challenges include scaling up manufacturing capabilities and the successful integration of new technologies into existing product lines. However, with both companies' expertise and resources, these challenges can be effectively managed.

References:
[1] https://www.cirrus.com/company/media-center/releases/2025/cirrus-logic-and-globalfoundries-expand-strategic-investment
[2] https://www.marketwatch.com/story/cirrus-logic-expands-partnership-with-globalfoundries-ca2fd557
[3] https://www.marketscreener.com/news/cirrus-logic-and-globalfoundries-expand-strategic-investment-to-advance-next-generation-mixed-signal-ce7c51dddf8df723
[4] https://www.businesswire.com/news/home/20250819162751/en/Cirrus-Logic-and-GlobalFoundries-Expand-Strategic-Investment-to-Advance-Next-Generation-Mixed-Signal-Semiconductor-Manufacturing-in-the-U.S.