Cirrus Logic and GlobalFoundries Form Partnership to Develop Next-Gen Chip Technology

Cirrus Logic and GlobalFoundries are expanding their strategic investment, advancing the development of next-generation BCD and GaN technologies for more efficient and powerful devices. The collaboration aims to strengthen the US semiconductor supply chain and drive innovation in the industry. The expanded partnership will enable the development of cutting-edge mixed-signal products and unlock new market opportunities for Cirrus Logic.

Cirrus Logic (Nasdaq: CRUS), a leading provider of high-performance audio and mixed-signal semiconductor solutions, and GlobalFoundries (Nasdaq: GFS) (GF), one of the world’s leading semiconductor manufacturers, have announced an expansion of their strategic partnership. This collaboration aims to accelerate the development and commercialization of next-generation BCD (Bipolar-CMOS-DMOS) and Gallium Nitride (GaN) technologies, enhancing the efficiency and power of everyday devices such as smartphones and automobiles.

The expanded partnership involves the development of BCD process technology, which allows for the combination of different functions on a single chip, making devices more power-efficient and compact. This technology will be manufactured at GlobalFoundries' facility in Malta, New York, complementing their existing manufacturing locations in Singapore and Germany. The collaboration is expected to support Cirrus Logic’s commitment to delivering cutting-edge mixed-signal products while strengthening the resilience and geographic diversity of its customers’ semiconductor supply chains [1].

In addition to BCD technology, Cirrus Logic and GlobalFoundries are collaborating on advancing GaN technology, utilizing GlobalFoundries' specialized manufacturing facility in Essex Junction, Vermont. GaN technology offers high-power density and the ability to handle high voltages, providing efficiency and power management benefits for consumer and industrial applications. This joint effort is expected to expand Cirrus Logic’s mixed-signal and power technology portfolio, unlocking new capabilities and market opportunities [2].

John Forsyth, President and CEO of Cirrus Logic, expressed excitement about the expanded partnership, stating, "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" [1].

Tim Breen, CEO of GlobalFoundries, echoed Forsyth’s sentiments, noting that the partnership underscores the importance of resilient, geographically diverse supply chains for the semiconductor industry. Together, the companies are enabling the next generation of essential chip technologies that will power tomorrow’s devices and systems [1].

References:
[1] https://investors.gf.com/news-releases/news-release-details/cirrus-logic-and-globalfoundries-expand-strategic-investment
[2] https://www.marketscreener.com/news/cirrus-logic-and-globalfoundries-expand-strategic-investment-to-advance-next-generation-mixed-signal-ce7c51dddf8df723