GlobalFoundries and Renesas scale up U.S. chipmaking

Chips are no longer background hardware. They are infrastructure. And whoever controls supply controls leverage.

GlobalFoundries and Renesas Electronics Corporation have expanded their partnership through a multi-billion-dollar manufacturing deal. The focus starts with the United States. The intent is clear. Strengthen domestic semiconductor production and build a more secure supply chain at a time when governments are treating chips as strategic assets.

This agreement gives Renesas deeper access to GlobalFoundries’ process technologies. That includes FDX based on FD SOI, BCD platforms, and CMOS technologies that integrate non-volatile memory. These will support Renesas products such as SoCs, power devices, and microcontrollers. Tape outs under this expanded collaboration are scheduled to begin in mid-2026.

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Why this matters comes down to end demand. Vehicles are becoming software heavy, electrified, and sensor driven. Factories are becoming automated and connected. Chips now manage radar systems for advanced driver assistance, battery control in electric vehicles, and secure connectivity layers in industrial IoT environments. If supply breaks, production lines stop. It is that simple.

Manufacturing under the partnership will begin in the U.S. and extend across GlobalFoundries facilities in Germany and Singapore, along with its manufacturing partnership in China. The companies are also evaluating whether certain GlobalFoundries process technologies can be transferred into Renesas’ in house fabs in Japan. The expansion project will strengthen the system through an extra layer of protection.

The expansion project aims to increase domestic semiconductor production capabilities while establishing the United States as a leader in chip manufacturing. It also strengthens Renesas’ ability to offer customers localized and secure production options.

With this agreement, GlobalFoundries now manufactures semiconductors used by the top three automotive MCU manufacturers globally. The direction is obvious. As vehicles shift toward software defined architectures and electrification, and as industrial systems become smarter, supply chain security is no longer optional. It is foundational.