GlobalFoundries revives 7nm-class ambitions with an EUV-free FD-SOI bet on physical AI

DIGITIMESOctober 14, 2026en

GlobalFoundries' plan to build a 7nm-class chip process in Dresden without extreme ultraviolet (EUV) lithography tests how a second-tier foundry can stay relevant while TSMC holds most of the AI data center market. Instead of competing on transistor size, GF is competing on integration, power efficiency, and location, and it is making European supply security part of its pitch.

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