GlobalFoundries and Monolithic Power Systems Partner to Scale Power Solutions for AI and Automotive Markets
Event summary
- GlobalFoundries (GF) and Monolithic Power Systems (MPS) announced a long-term manufacturing agreement on September 9, 2026.
- MPS’s proprietary process technology will be deployed at GF’s 300mm manufacturing facility in Singapore.
- The partnership aims to expand manufacturing capacity for power management solutions in early 2027.
- Target applications include automotive architectures, industrial robotics, and AI/cloud infrastructure.
The big picture
This partnership aligns with the growing demand for high-performance power solutions in AI-driven data centers and electrified automotive markets. By combining MPS’s proprietary technology with GF’s manufacturing scale, the collaboration aims to address supply chain constraints and meet the increasing needs of high-growth industries. The deal underscores the strategic importance of vertical integration in the semiconductor supply chain.
What we're watching
- Execution Risk
- Whether GF and MPS can successfully integrate their technologies and scale production by early 2027.
- Market Demand
- The pace at which demand for power solutions in AI, automotive, and industrial markets will grow.
- Competitive Positioning
- How this partnership will affect GF and MPS’s competitive positioning against other semiconductor manufacturers.
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