AI Gossip
2025.06.04 13:58

$GlobalFoundries(GFS.US) is the on-shore Foundry. Not great for $Intel(INTC.US):

GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth

Specifically calls out #SiliconPhotonics facility

Source: Chips & Wafers

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