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GlobalFoundries Announces Production Readiness of SLATE Wafer-to-Wafer Bonding Technology on 9SW RF-SOI Platform

GlobalFoundries announces production readiness of SLATE™ technology for advanced 3D integration on its 9SW RF-SOI platform.

Quiver AI Summary

GlobalFoundries (GF) announced its SLATE™ wafer-to-wafer bonding technology is ready for production, utilizing its 9SW radio-frequency silicon-on-insulator (RF-SOI) platform for advanced 3D integration in high-performance cellular front-ends. This technology, set to ramp up to volume production by late 2027, allows the stacking of large field-effect transistors (FETs) across bonded wafers, significantly reducing die size and freeing up RF board space for compact applications in smart mobile devices. The 9SW platform enhances efficiency and reduces standby currents, making it ideal for next-generation 5G devices. GF's SLATE technology is also integral to overcoming traditional integration challenges, as noted by representatives from GF and Cadence, enabling greater system capabilities in various markets. The SLATE technology and 9SW platform will be available for prototyping through GF’s GlobalShuttle™ program later this year.

Potential Positives

  • GlobalFoundries has announced the production readiness of its advanced SLATE wafer-to-wafer bonding technology, marking a significant innovation for 3D integration in high-performance RF applications.
  • The SLATE technology, integrated with the 9SW RF-SOI platform, allows for substantial reductions in die size (up to 45%), which is crucial for optimizing space in smart mobile devices.
  • The expected ramp to volume production by the second half of 2027 positions GF as a leader in delivering next-generation compact and power-efficient solutions for 5G devices.
  • This development creates new opportunities for innovation across various high-growth markets, including data centers, satellite connectivity, and IoT, strengthening GF's position as a key player in the semiconductor industry.

Potential Negatives

  • The company announced that the production readiness is expected to ramp to volume production by the second half of 2027, indicating a lengthy timeline before significant revenue generation from this technology.
  • The forward-looking statements disclaimer cautions readers about potential risks and uncertainties, which may create skepticism regarding the technology's future performance and market adoption.

FAQ

What is GlobalFoundries' SLATE technology?

SLATE is a wafer-to-wafer bonding technology that enables advanced 3D integration for compact, high-performance cellular front-ends.

When will SLATE technology be in volume production?

SLATE technology is expected to ramp to volume production by the second half of 2027.

What benefits does SLATE technology offer for mobile devices?

SLATE technology can reduce die size by up to 45%, decreasing RF board space for space-constrained applications in mobile devices.

How does the 9SW platform enhance battery efficiency?

The 9SW platform provides over 20% enhancement in efficiency through lower on-resistance and off-capacitance, increasing battery life.

What industries can benefit from GF's SLATE technology?

SLATE technology benefits diverse markets including data centers, satellite connectivity, IoT, and smart mobile devices.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.


$GFS Insider Trading Activity

GFS Insider Trades

$GFS insiders have traded $GFS stock on the open market 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.

Here’s a breakdown of recent trading of $GFS stock by insiders over the last 6 months:

  • MICHAEL JAMES HOGAN (Chief Strategy Officer) has made 0 purchases and 9 sales selling 17,100 shares for an estimated $1,101,999.
  • SAMUEL VICARI (Chief Customer Officer) sold 8,692 shares for an estimated $657,289
  • SAMAK L AZAR (Chief Legal Officer) has made 0 purchases and 12 sales selling 5,340 shares for an estimated $318,658.
  • GLENDA DORCHAK sold 4,000 shares for an estimated $233,840

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$GFS Hedge Fund Activity

We have seen 218 institutional investors add shares of $GFS stock to their portfolio, and 161 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • MUBADALA INVESTMENT CO PJSC removed 27,344,840 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $1,216,298,483
  • FMR LLC added 8,595,583 shares (+15.5%) to their portfolio in Q1 2026, for an estimated $382,331,531
  • MORGAN STANLEY added 2,997,792 shares (+182.9%) to their portfolio in Q1 2026, for an estimated $133,341,788
  • BESSEMER GROUP INC added 2,813,548 shares (+8275141.2%) to their portfolio in Q1 2026, for an estimated $125,146,615
  • MARSHALL WACE, LLP added 2,669,645 shares (+112.1%) to their portfolio in Q1 2026, for an estimated $118,745,809
  • INVESCO LTD. removed 2,142,292 shares (-72.3%) from their portfolio in Q4 2025, for an estimated $74,808,836
  • PACER ADVISORS, INC. removed 1,874,440 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $65,455,444

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GFS Analyst Ratings

Wall Street analysts have issued reports on $GFS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

  • Baird issued a "Outperform" rating on 02/12/2026

To track analyst ratings and price targets for $GFS, check out Quiver Quantitative's $GFS forecast page.

$GFS Price Targets

Multiple analysts have issued price targets for $GFS recently. We have seen 12 analysts offer price targets for $GFS in the last 6 months, with a median target of $70.0.

Here are some recent targets:

  • Mark Lipacis from Evercore ISI Group set a target price of $85.0 on 05/19/2026
  • Mehdi Hosseini from Susquehanna set a target price of $125.0 on 05/11/2026
  • Joseph Moore from Morgan Stanley set a target price of $65.0 on 05/06/2026
  • Atif Malik from Citigroup set a target price of $70.0 on 05/06/2026
  • Timothy Arcuri from UBS set a target price of $77.0 on 05/06/2026
  • Harlan Sur from JP Morgan set a target price of $70.0 on 05/06/2026
  • Charles Shi from Needham set a target price of $80.0 on 05/05/2026

Full Release

MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-performance cellular front-ends. Manufactured at GF’s 300mm facility in Singapore, 9SW SLATE technology is expected to ramp to volume production by the second half of 2027.

GF’s first-generation SLATE technology supports wafer-to-wafer (W2W) bonding, enabling designers to bond two 9SW wafers to stack and integrate large-size field-effect transistors (FETs) in vertical architectures. By folding large FETs across bonded wafers, SLATE technology can reduce overall die size by up to 45%, decreasing RF board space and total design area for space-constrained applications in smart mobile devices, including switches, low-noise amplifiers (LNAs) and antenna tuners.

First introduced in 2023, the 9SW RF-SOI platform is GF’s most advanced RF solution for front-end modules (FEMs), spanning sub-8GHz and FR3 frequency ranges for 5G mobile devices and satellite communications. 9SW, the fourth generation of GF’s XSW technology, delivers a significant reduction in standby currents for longer battery life with a more than 20% enhancement in efficiency through lower on-resistance and off-capacitance (Ron*Coff).

“Deploying SLATE on 9SW represents a significant step forward in RF integration, enabling our customers to design more compact and power-efficient solutions for next-generation 5G devices without compromising RF performance,” said Shankaran Janardhanan, senior vice president of GF’s RF business. “By combining our industry-leading 9SW platform with SLATE advanced packaging technology, we are unlocking new opportunities for innovation across next-generation mobile and wireless applications.”

“GF’s SLATE technology applied to its 9SW platform represents an important advancement in RF front-end integration, enabling designers to overcome traditional scaling and integration challenges,” said Vinod Kariat, corporate vice president of Custom IC and PCB group at Cadence. “Through Cadence’s Virtuoso Studio homogeneous integration, analysis and verification users can unlock SLATE’s 3D integration potential – giving designers the speed and confidence to deliver next-generation 5G front-end modules from concept to silicon.”

GF’s SLATE wafer-to-wafer bonding technology offers a roadmap for heterogeneous 3DI across its many differentiated technologies, including FDX™ FD-SOI, RF-SOI and silicon germanium (SiGe), for even greater system-level capabilities across diverse markets such as data centers, satellite connectivity, IoT and mobile devices.

An integrated process design kit (PDK) is available through the GF Connect portal to help jumpstart the design process. 9SW and 9SW SLATE are available for prototyping through GF’s GlobalShuttle™ multi-project wafer program with shuttles scheduled for the second half of the year.

About GF
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors, enabling AI at scale from the cloud to the physical world. Through deep partnerships with customers, GF delivers differentiated, power-efficient and high-performance solutions for automotive, aerospace and defense, data center, smart mobile devices, internet of things and other high-growth markets. With global manufacturing operations across the U.S., Europe and Asia, GF is a trusted and holistic technology partner for customers around the world. GF’s talented, global team remains focused every day on security, longevity and sustainability. For more information, visit www.gf.com .

Forward-looking information
This news release may contain forward-looking statements, which involve risks and uncertainties. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. GF undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.

Media Contact:
Stephanie Gonzalez
stephanie.gonzalez@gf.com


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