GlobalFoundries
3 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 10, 2025 by Pete Shadbolt · said 21 times in 1 episodes since 2025 · across every show →
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brought up most by Molly O'Shea (12), Pete Shadbolt (9)
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Everything said about GlobalFoundries, oldest first
Sep 10, 2025 positive
Shadbolt: 14 chip and optical companies sought PsiQuantum's breakthrough material
“When we published that paper in nature, I think it was something like 14 regular optical networking and semiconductor companies rang up global foundries asking how they could get access to that material because it is basically the strongest optical material kn…”
Sep 10, 2025
Sep 10, 2025 neutral
Shadbolt: GlobalFoundries is the last remaining US tier-one pure-play foundry
“GF is really the last remaining pure play semiconductor, like tier one semiconductor foundry in the United States. So we offshored huge fractions of our semiconductor industry, as far as like a high volume, 300 millimeter foundry that is making chips for indus…”