GlobalFoundries partners with BAE Systems to produce advanced radiation-hardened semiconductors for space applications using FinFET technology.
Quiver AI Summary
GlobalFoundries (GF) has announced that BAE Systems will utilize its advanced FinFET semiconductor technology for new space applications, with manufacturing occurring at GF’s Malta, New York facility. This collaboration aims to create highly specialized chips designed to operate in the challenging conditions of space. BAE Systems is launching its RH12™ Storefront, a turnkey solution leveraging GF’s 12LP FinFET technology to rapidly develop custom radiation-hardened chips for space missions. This partnership underscores GF's commitment to supplying reliable, high-performance semiconductors tailored for aerospace and defense, while also ensuring compliance with strict security standards. The new offering expands BAE's capabilities in creating sophisticated microelectronics required for demanding space systems, reinforcing the companies' longstanding relationship.
Potential Positives
- GlobalFoundries has secured a partnership with BAE Systems to utilize its advanced FinFET semiconductor technology, enhancing its position in the aerospace and defense market.
- The collaboration enables the production of highly differentiated, radiation-hardened chips specifically designed for space applications, catering to a niche and demanding market.
- GF's Malta facility is accredited for secure manufacturing, demonstrating the company's commitment to meeting stringent standards for sensitive semiconductor production.
- The RH12 Storefront initiative by BAE Systems provides a streamlined solution for customers, leveraging GF's technology to deliver state-of-the-art microelectronics for harsh environments, indicating a growth opportunity for GF's customer base.
Potential Negatives
- None
FAQ
What technology does GlobalFoundries provide to BAE Systems?
GlobalFoundries provides advanced FinFET semiconductor technology for BAE Systems' new space applications offering.
Where are the semiconductors manufactured?
The semiconductors are securely manufactured at GlobalFoundries' facility in Malta, New York.
What is the RH12 Storefront?
The RH12 Storefront is a turnkey solution developed by BAE Systems for rapid custom radiation-hardened semiconductor solutions.
What benefits does GF's 12LP platform offer?
The 12LP platform provides excellent processing performance, secure connectivity, power efficiency, and reliability for space applications.
How does GF ensure security in manufacturing?
GlobalFoundries complies with ITAR and EAR export controls and has an industry-leading security platform called GF Shield.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$GFS Hedge Fund Activity
We have seen 167 institutional investors add shares of $GFS stock to their portfolio, and 167 decrease their positions in their most recent quarter.
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$GFS Analyst Ratings
Wall Street analysts have issued reports on $GFS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 11/13/2025
- Evercore ISI Group issued a "Outperform" rating on 11/13/2025
- Argus Research issued a "Buy" rating on 07/01/2025
To track analyst ratings and price targets for $GFS, check out Quiver Quantitative's $GFS forecast page.
$GFS Price Targets
Multiple analysts have issued price targets for $GFS recently. We have seen 9 analysts offer price targets for $GFS in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- Mark Lipacis from Evercore ISI Group set a target price of $45.0 on 11/13/2025
- Christopher Danely from Citigroup set a target price of $35.0 on 11/13/2025
- Harlan Sur from JP Morgan set a target price of $35.0 on 11/13/2025
- Matt Bryson from Wedbush set a target price of $42.0 on 11/13/2025
- Vivek Arya from B of A Securities set a target price of $35.0 on 10/13/2025
- Timothy Arcuri from UBS set a target price of $37.0 on 08/06/2025
- Joseph Moore from Morgan Stanley set a target price of $35.0 on 08/06/2025
Full Release
MALTA, N.Y., Nov. 19, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced that BAE Systems will use GF’s advanced FinFET semiconductor technology in a new offering for space applications. Securely manufactured at GF’s facility in Malta, New York, this technology enables BAE Systems and others to create highly differentiated chips for electronic systems to withstand the harsh environment of space.
With its new RH12™ Storefront, BAE Systems, using its intellectual property and design techniques, has created a turnkey solution to allow for the rapid development of custom radiation-hardened semiconductor solutions for space applications. These chips are manufactured using GF’s high-volume commercial 12LP FinFET technology platform that delivers excellent processing performance, secure connectivity, exceptional power efficiency and reliability for demanding applications such as space avionics and telecommunications. With integrated features for RF, low-power memory and logic, the 12LP platform enables customizable, compact designs for increasingly complex technologies that handle processing and connectivity.
“Our work with BAE Systems is a tremendous example of the value GF can create using our feature-rich commercial semiconductor platforms to create new, highly differentiated chips for use in sensitive aerospace and defense systems,” said Ezra Hall, senior director of aerospace, defense and critical infrastructure at GF. “GF’s essential chips deliver the performance, reliability and yield of our commercial offerings but with custom enhancements for aerospace and defense applications and security features, enabled through our DMEA accreditation.”
“Our RH12 Storefront provides a turnkey solution for customers requiring radiation-hardened 12 nanometer integrated circuits,” said Joe Dziezynski, director of Space Systems at BAE Systems. “This approach uses commercial foundry technology for space missions, qualifying not only the library components but also the process for how each of those components are designed into customer integrated circuits. Customers now have a one-stop-shop for state-of-the-art microelectronics performance to complete their missions in the harsh space environment.”
BAE Systems applies radiation-hardening design techniques to enable chips to be used in space. GF is a longstanding supplier to BAE Systems and supplies chips built on its 12S0 SOI technology. The new offering on GF’s FinFET platform enables a new generation of reliable, high-performance and energy-efficient chips for space-based computing.
GF’s Malta, New York facility is accredited to securely and reliably manufacture sensitive chips for BAE Systems and other aerospace and defense customers, meeting strict standards for manufacturing semiconductors used in critical land, air, sea, and space systems. Additionally, GF complies with ITAR and EAR export controls, reinforced by GF’s industry-leading GF Shield security platform.
About GF
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors the world relies on to live, work and connect. We innovate and partner with customers to deliver more power-efficient, high-performance products for automotive, smart mobile devices, internet of things, communications infrastructure and other high-growth markets. With our global manufacturing footprint spanning the U.S., Europe and Asia, GF is a trusted and reliable source for customers around the world. Every day, our talented global team delivers results with an unyielding focus on security, longevity and sustainability. For more information, visit
www.gf.com
.
About BAE Systems
BAE Systems, Inc.
and its nearly 41,000 people are part of a global defense, aerospace, and security company with approximately 100,000 employees worldwide. We deliver a full range of products and services for air, land, sea and space, as well as advanced electronics, intelligence, security, and IT solutions and support services. Our dedication shows in everything we do. Inspired by the exceptional, our ambitious teams design, produce, and deliver—to protect those who protect us in a high-performance, innovative, flexible, and collaborative culture. We push the limits of possibility to provide a critical advantage to our customers where it counts.
Media contact:
Stephanie Gonzalez
[email protected]