Jul. 9 at 3:55 PM
$LAES $GFS +5% and the market may still be missing the bigger picture.
Micron
$MU just announced another
$3B investment into the U.S. semiconductor supply chain, including strategic financing tied to GlobalFoundries.
Meanwhile,
$GFS has already secured more than
$1.5B in CHIPS Act support and committed roughly
$16B of its own capital to expand U.S. manufacturing capacity.
*
$LAES / SEALSQ partnership for Post-Quantum Cryptography, secure chiplets, and quantum technologies *
$AMAT collaboration to advance next-generation semiconductor manufacturing * Growing exposure to AI infrastructure, aerospace, defense, automotive, and critical communications
This is becoming much bigger than a "legacy foundry."
The theme is clear: U.S. semiconductor reshoring AI infrastructure Quantum-resistant security Sovereign manufacturing
If the
$LAES relationship evolves from partnership to production programs,
$GFS could become a key manufacturing backbone for the next generation of secure hardware.
