GlobalFoundries unveils 7nm-class FDX Fusion platform and tops out €1.1B Dresden fab expansion
GlobalFoundries announced its FDX Fusion FD‑SOI platform, a 7nm‑class technology for Physical AI that promises more than double the density of its first‑generation FDX. The company will begin manufacturing the new platform at its Dresden fab in 2028, after topping out a €1.1 billion expansion that will lift wafer capacity to over 1 million per year. Demonstrator silicon is slated for early‑2027 and an initial process design kit for mid‑2027. Partners such as BMW, Bosch, Infineon and Tesla are involved in early development.
Why it matters
The expansion will increase Dresden’s output to >1 M 300 mm wafers annually, supporting higher revenue potential for GlobalFoundries (the company expects the new capacity to serve automotive, industrial and edge‑computing markets). The FDX Fusion roadmap positions the firm to capture a projected $18 billion Physical AI market by 2030, according to the company’s outlook.
Key facts
- 1GlobalFoundries plans to start manufacturing the FDX Fusion platform in Dresden in 2028. globenewswire.com
- 2The first‑generation FDX Fusion technology is expected to deliver seven‑nanometer‑class digital performance. globenewswire.com
- 3FDX Fusion is designed to provide more than 2× density improvement over first‑generation FDX technology. globenewswire.com
- 4Demonstrator silicon for FDX Fusion is targeted for early customer evaluation in early 2027. globenewswire.com
- 5An initial process design kit (PDK) release is planned for mid‑2027. globenewswire.com
- 6The Dresden expansion is a €1.1 billion investment that will raise wafer production capacity to over 1 million wafers per year by 2028. gf.com
Summary written by AlphAI AI Desk from 11 of 11 sources. Not investment advice. Figures are as stated by the linked sources.