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Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing…

Latest from Tom's Hardware ·Luke James·4 days ago
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(Image credit: GlobalFoundries) The global foundry market is dominated by TSMC, which captured 69.9% of global foundry revenue in 2025, but beyond the glitz and glamor of the leading edge sit a tier of foundries that collectively manufacture the chips found in cars, power supplies for AI servers, RF front-end modules, display drivers, industrial controllers, and defense systems. GlobalFoundries, UMC, and SMIC posted a combined 2025 revenue of roughly $24 billion and hold approximately 13.5% of the global foundry market between them. Each is pursuing a fundamentally different strategy shaped by geography, regulation, and technology choices. GlobalFoundries is becoming a U.S. and European specialty foundry, backed by $1.575 billion in CHIPS Act funding and a $3.1 billion Department of Defense contract.…

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