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GlobalFoundries qualifies SLATE™ advanced packaging technology on 9SW platform for next-generation radio frequency applications

Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Positive)
Tags

GlobalFoundries (Nasdaq:GFS) announced production-ready SLATE wafer-to-wafer bonding on its 9SW RF-SOI platform, enabling advanced 3D integration for compact 5G front-end modules. Manufactured in Singapore, 9SW SLATE is expected to reach volume production in 2H 2027.

SLATE can cut die size by up to 45% and, with 9SW, targets sub-8GHz and FR3 bands, offering over 20% efficiency improvement. A PDK is available via GF Connect, and 9SW/9SW SLATE are accessible for prototyping through GlobalShuttle shuttles in the second half of the year.

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AI-generated analysis. Not financial advice.

Positive

  • SLATE on 9SW can reduce overall die size by up to 45%
  • 9SW platform offers more than 20% efficiency enhancement via improved Ron*Coff
  • 9SW SLATE expected to ramp to volume production by 2H 2027
  • Production manufactured at 300mm Singapore facility, supporting scalability
  • Designers can access PDK via GF Connect and prototype through GlobalShuttle

Negative

  • None.

Key Figures

Ramp to volume: second half of 2027 Die size reduction: up to 45% Frequency coverage: sub-8GHz and FR3 +5 more
8 metrics
Ramp to volume second half of 2027 9SW SLATE technology volume production timeline
Die size reduction up to 45% Die size reduction by folding large FETs across bonded wafers
Frequency coverage sub-8GHz and FR3 9SW RF-SOI platform frequency ranges for 5G and satellite
Efficiency enhancement more than 20% Improvement in efficiency via lower Ron*Coff on 9SW platform
Wafer size 300mm Manufacturing facility size for 9SW SLATE in Singapore
Insider sale 335 shares at $77.00 Chief Legal Officer open-market sale on June 11, 2026
Insider sale 2,800 shares at $75.17 Chief Strategy Officer open-market sale on June 10, 2026
Share resale 28,813,857 shares for $1,176,901,989.17 Mubadala resale reported on Form 144 dated 03/13/2026

Peers on Argus

GFS was up 4.47% pre-news, while key peers UMC, ON, ASX and SWKS also traded hig...
6 Down

GFS was up 4.47% pre-news, while key peers UMC, ON, ASX and SWKS also traded higher, indicating a broader positive move in semiconductors rather than a purely stock-specific reaction.

Historical Context

5 past events · Latest: Jun 03 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Jun 03 Government partnership Positive +1.6% Joined DOE Genesis Mission to support AI and advanced computing initiatives.
Jun 02 Business acquisition Positive +5.8% Completed acquisition of Synopsys’ ARC Processor IP Solutions for Physical AI platform.
Jun 02 Strategic collaboration Positive +5.8% Partnered with Sivers on silicon photonics for AI data center optical solutions.
May 21 New business launch Positive +14.9% Launched Quantum Technology Solutions with U.S. Commerce support and equity stake.
May 19 Venture investment Positive -1.7% Invested in Playground Global Fund IV via GF Accelerate to back deep-tech startups.
Pattern Detected

GFS has typically reacted positively to strategic and technology announcements, with only occasional negative deviations.

Regulatory & Risk Context

Short Interest: 6.19%
Short Interest
6.19% of float
0% 15% 30%+
low as of 2026-05-29 Days to cover: 1

Reported short interest appears relatively low, suggesting limited short-squeeze potential and typically moderate incremental volatility from short covering.

Market Pulse Summary

This announcement adds a SLATE-based 3DI path on the 9SW RF-SOI platform, targeting up to 45% die-si...
Analysis

This announcement adds a SLATE-based 3DI path on the 9SW RF-SOI platform, targeting up to 45% die-size reduction and over 20% efficiency gains. Investors may watch execution toward the 2027 volume ramp and broader RF market adoption.

Key Terms

3d integration, process design kit
2 terms
3d integration technical
"delivering advanced 3D integration (3DI) for compact, high-performance cellular front-ends."
3D integration is a way of building computer chips by stacking multiple layers of circuitry on top of each other and connecting them with tiny vertical links, like turning a single-story house into a compact, multi-story apartment. For investors, it matters because stacking can boost speed, reduce power use, and pack more capability into a smaller footprint, which can lead to better-performing products, lower production costs per function, and new market opportunities for chip makers.
process design kit technical
"An integrated process design kit (PDK) is available through the GF Connect portal"
A process design kit is a package of technical rules, design files and validation data that tells chip designers how to create circuits that can be manufactured on a specific semiconductor factory process. It matters to investors because a complete, accurate kit shortens development time, reduces costly design errors and increases the likelihood of good production yields—similar to having a precise blueprint and measurement tools before building a complex machine, which lowers cost and speed risk.

AI-generated analysis. Not financial advice.

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Production-ready 3DI technology supports more compact FEMs for advanced 5G devices

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


FAQ

What did GlobalFoundries (GFS) announce about SLATE technology on June 23, 2026?

GlobalFoundries announced production readiness of its SLATE wafer-to-wafer bonding on the 9SW RF-SOI platform. According to GlobalFoundries, this 3D integration enables more compact, high-performance RF front-end modules for next-generation 5G mobile and satellite communication devices.

How does GlobalFoundries 9SW SLATE technology benefit 5G RF front-end modules (GFS)?

9SW SLATE technology allows designers to stack large FETs vertically, reducing overall die size by up to 45%. According to GlobalFoundries, this shrinks RF board space and design area for switches, LNAs and antenna tuners in space-constrained 5G devices.

When is GlobalFoundries (GFS) 9SW SLATE expected to reach volume production?

GlobalFoundries expects 9SW SLATE technology to ramp to volume production in the second half of 2027. According to GlobalFoundries, manufacturing occurs at its 300mm Singapore facility, supporting advanced 3D integration for cellular front-end modules.

What efficiency improvements does the GlobalFoundries 9SW RF-SOI platform offer for investors tracking GFS?

The 9SW RF-SOI platform delivers more than a 20% efficiency enhancement through lower on-resistance and off-capacitance (Ron*Coff). According to GlobalFoundries, 9SW also reduces standby currents, supporting longer battery life in advanced 5G mobile devices and satellite communications.

How can designers access GlobalFoundries (GFS) 9SW and 9SW SLATE for prototyping?

Designers can prototype 9SW and 9SW SLATE through GlobalFoundries’ GlobalShuttle multi-project wafer program. According to GlobalFoundries, shuttles are scheduled for the second half of the year, and an integrated PDK is available via the GF Connect portal.

Which markets could benefit from GlobalFoundries SLATE 3D integration roadmap (GFS)?

SLATE provides a roadmap for heterogeneous 3D integration across FDX FD-SOI, RF-SOI and SiGe technologies. According to GlobalFoundries, target markets include data centers, satellite connectivity, IoT and mobile devices, aiming to increase system-level integration and capabilities.