Скачать или смотреть The Shocking Truth About Global Foundry Services: AI Head Fake or Winning Strategy

In this video, we discuss GlobalFoundries Services and its position in the Semiconductor industry. They highlight GlobalFoundries' involvement with the CHIPS Act and its DOD contract worth up to $3 billion over 10 years.

However, there are concerns due to lesser involvement in AI chip development and dependency on mobile and automotive industries. The discussion further extends to GlobalFoundries' leadership in the photonics space, particularly involving silicon photonics, and government subsidies as an interesting component of their operations.

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