Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI

October 12, 2026 -

GlobalFoundries said strained-silicon FD-SOI can deliver 7-nm-class performance without EUV and open a new market for Europe.

By Pat Brans, EETimes

GlobalFoundries today (Oct. 9) unveiled FDX Fusion in Dresden, a new generation of its fully depleted silicon-on-insulator (FD-SOI) technology aimed at physical AI. The bet is that the next big AI semiconductor market will look very different from the GPU race in data centers.

FDX Fusion targets machines that must sense, decide, communicate, and act—not just compute. The first generation is expected to offer 7-nm-class digital performance and more than twice the density of GlobalFoundries’ first-generation FDX technology. It will also combine RF, analog, mixed-signal, embedded nonvolatile memory, in-memory computing, and dense logic capabilities.

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