#automotive chips

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A wall chart in a bright fab office plotting production volume against node maturity rather than transistor size, a pin marking the fab's own position well away from the leading-edge end of the scale

GlobalFoundries Bet Its Whole Business on Never Reaching the Leading Edge

In 2018, GlobalFoundries walked away from the race to the smallest transistor entirely. In 2026, that decision looks less like a retreat and more like a specific, working strategy.

By Brecht Corbeel · August 10, 2026 · 4 min read

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