GlobalFoundries' Bull Case Shifts with Cirrus Logic Partnership Expansion

GlobalFoundries (GFS) and Cirrus Logic have expanded their partnership to develop and commercialize next-generation chip technologies, including BCD and Gallium Nitride, with manufacturing at GFS' US and international facilities. This collaboration aims to advance more efficient and powerful semiconductor solutions and enhance supply chain resilience. The partnership may reshape GFS' long-term growth thesis by pushing into advanced BCD and GaN chip technologies.