GlobalFoundries (GF) and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing partnership that broadens Renesas’ access to GF’s differentiated technology platforms. The companies said the agreement is designed to support more secure, resilient supply chains and aligns with U.S. priorities to reinforce domestic semiconductor production for economic and national security.
With vehicles becoming more intelligent and electrified and factories increasingly automated, both companies emphasized that dependable semiconductor supply is now mission-critical. Chips used for functions such as radar-based advanced driver assistance, battery management in EVs and secure connectivity in industrial IoT systems require consistent availability and high reliability. GF’s manufacturing footprint across the U.S., Europe and Asia is positioned to provide supply assurance and flexibility for these markets.
Under the expanded partnership, Renesas will gain broader access to GF’s portfolio, including FDX™ (FD-SOI), BCD and feature-rich CMOS technologies with non-volatile memory features, supporting products such as SoCs, power devices and MCUs. The companies said tape-outs under the expanded collaboration are on track to begin in mid-2026.
The agreement is expected to start with manufacturing in the U.S. and extend across GF’s global network, including sites in Germany and Singapore, as well as through GF’s manufacturing partnership in China. Renesas and GF also said they are evaluating the option of porting select GF process technologies into Renesas’ inhouse fabs in Japan to further strengthen manufacturing resilience and support future capacity needs.
“This partnership strengthens a proven relationship and underscores GF’s role as a trusted partner for essential semiconductor technologies,” said Tim Breen, CEO of GlobalFoundries. He pointed to the rapid evolution of automotive electronics and the growing importance of semiconductors in systems such as advanced driver assistance, battery management and secure connectivity, areas where GF’s differentiated platforms are designed to deliver performance and efficiency under demanding conditions.
“Access to a broader range of GF technologies gives us the flexibility and supply assurance our customers need,” said Hidetoshi Shibata, CEO of Renesas. He added that the expanded partnership is intended to provide stable, long-term supply while maintaining high quality and reliability, as demand accelerates for electrification, connectivity and rising compute requirements driven by AI applications.
GF noted that with the expanded partnership, it now manufactures semiconductors used by the top three automotive MCU manufacturers globally. The companies positioned the collaboration as timely support for the automotive shift toward software-defined vehicles, electrification and advanced safety systems, all of which depend on a secure and resilient semiconductor supply chain.
Original – GlobalFoundries