GlobalFoundries and RAAAM Memory Technologies partner to develop Gain-Cell RAM, enhancing on-chip memory efficiency and reducing power consumption.
Quiver AI Summary
GlobalFoundries (GF) and RAAAM Memory Technologies have announced a strategic collaboration to develop Gain-Cell RAM (GCRAM) technology, achieving a significant milestone with the successful tape-out of a GCRAM test vehicle on GF’s FDX™ FD-SOI platform. This partnership addresses the increasing demand for on-chip memory solutions in edge AI, automotive, and IoT devices by offering higher density and lower power consumption compared to traditional SRAM. The co-designed GCRAM bitcell boasts a 40% reduction in memory area and up to a 60% decrease in power consumption. With plans to provide GCRAM design access to leading customers by early 2027, both companies emphasize the technology's potential to enhance on-chip memory capacity while improving energy efficiency. Industry recognition is already evident, with NXP Semiconductors expressing interest in the innovative solution.
Potential Positives
- GlobalFoundries and RAAAM Memory Technologies have successfully collaborated to tape out a test vehicle for Gain-Cell RAM (GCRAM) technology, marking a significant advancement in on-chip memory solutions.
- The GCRAM technology demonstrates a 40% reduction in memory area and up to 60% reduction in power consumption compared to traditional SRAM, enhancing overall product efficiency.
- This partnership allows GlobalFoundries to offer a compelling on-chip memory solution that improves the power-performance-area (PPA) equation, making it attractive for advanced applications in edge AI, automotive, and IoT devices.
- NXP Semiconductors is closely evaluating the GCRAM solution, indicating strong industry interest and potential market impact of the technology developed through this collaboration.
Potential Negatives
- GlobalFoundries is depending heavily on a partnership with RAAAM Memory Technologies for a crucial advancement in on-chip memory solutions, which may indicate a lack of internal capability or innovation in this area.
- The press release emphasizes competition in the semiconductor industry, highlighting that addressing memory bottlenecks is essential, which suggests current challenges in memory technology development for GlobalFoundries.
FAQ
What is the focus of the GlobalFoundries and RAAAM collaboration?
The collaboration focuses on developing and qualifying Gain-Cell RAM (GCRAM) technology for on-chip memory solutions.
What are the benefits of GCRAM technology?
GCRAM technology offers a 40% memory area shrink and up to 60% power reduction compared to traditional SRAM.
When will GCRAM design access be available for customers?
GCRAM design access is expected to be available to lead customers in early 2027.
How does GCRAM impact semiconductor design for AI?
GCRAM enables higher memory capacity and lower power consumption, addressing the bottleneck in advanced AI and IoT devices.
What distinguishes GlobalFoundries in the semiconductor industry?
GlobalFoundries is known for its manufacturing excellence and innovative FDX platform, enhancing power-performance-area solutions in semiconductors.
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 Insider Trading Activity
$GFS insiders have traded $GFS stock on the open market 41 times in the past 6 months. Of those trades, 1 have been purchases and 40 have been sales.
Here’s a breakdown of recent trading of $GFS stock by insiders over the last 6 months:
- MICHAEL JAMES HOGAN (Chief Strategy Officer) has made 1 purchase buying 12 shares for an estimated $767 and 13 sales selling 23,307 shares for an estimated $1,557,184.
- SAMUEL VICARI (Chief Customer Officer) sold 8,692 shares for an estimated $657,289
- SAMAK L AZAR (Chief Legal Officer) has made 0 purchases and 23 sales selling 9,025 shares for an estimated $546,424.
- GLENDA DORCHAK has made 0 purchases and 2 sales selling 8,000 shares for an estimated $466,720.
- PRADHEEPA RAMAN (Chief People Officer) sold 6,760 shares for an estimated $345,571
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$GFS Hedge Fund Activity
We have seen 304 institutional investors add shares of $GFS stock to their portfolio, and 167 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MUBADALA INVESTMENT CO PJSC removed 23,469,017 shares (-5.5%) from their portfolio in Q2 2026, for an estimated $1,934,081,690
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$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 $77.0.
Here are some recent targets:
- Mark Lipacis from Evercore ISI Group set a target price of $85.0 on 05/19/2026
- Mehdi Hosseini from Susquehanna set a target price of $125.0 on 05/11/2026
- Joseph Moore from Morgan Stanley set a target price of $65.0 on 05/06/2026
- Atif Malik from Citigroup set a target price of $70.0 on 05/06/2026
- Timothy Arcuri from UBS set a target price of $77.0 on 05/06/2026
- Harlan Sur from JP Morgan set a target price of $70.0 on 05/06/2026
- Charles Shi from Needham set a target price of $80.0 on 05/05/2026
Full Release
MALTA, N.Y. and PETA TIKVA, Israel, Sept. 02, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (GF) (Nasdaq: GFS) and RAAAM Memory Technologies , a pioneer in advanced on-chip memory solutions, today announced a strategic collaboration to develop and qualify Gain-Cell RAM (GCRAM) technology. The partnership has reached a major milestone with the successful tape-out of a GCRAM test vehicle on GF’s industry-leading FDX™ FD-SOI platform.
As edge AI, automotive, and IoT devices continue to demand unprecedented amounts of data, on-chip memory has become a critical bottleneck and often constitutes the majority of the silicon area. Designers are looking for innovative on-chip memory solutions offering higher-density and lower-power consumption compared to commodity SRAM.
Leveraging RAAAM’s patented GCRAM, the companies have co-designed the GCRAM bitcell using “pushed” design rules on FDX technology, achieving 40% memory area shrink and up to 60% memory power reduction compared to SRAM. The companies have jointly designed and taped out a GCRAM test chip. At the next step, the companies will start providing GCRAM design access to lead customers in early 2027.
“The successful tape-out of our GCRAM test vehicle on GF’s FDX platform is a testament to the powerful synergy between RAAAM's memory innovations and GlobalFoundries' manufacturing excellence,” said Robert Giterman, CEO and co-founder of RAAAM Memory Technologies. “Our GCRAM technology allows semiconductor companies to significantly increase their on-chip memory capacity or reduce the silicon area while keeping the same amount of on-chip memory, while the ultra-low leakage of FD-SOI technology extends data retention, enabling designers to unlock substantial energy savings for edge AI devices.”
“At GlobalFoundries, we are continuously pushing the boundaries of what is possible on our FDX platform and keep enhancing our IP offering to meet our customers’ needs,” said Sudipto Bose, vice president of FD-SOI product management at GlobalFoundries. “Partnering with RAAAM Memory Technologies allows us to offer our customers an incredibly compelling on-chip memory solution that redefines the power-performance-area (PPA) equation for advanced AI and other applications.”
The semiconductor ecosystem is already recognizing the potential of this joint development. NXP Semiconductors, a leader in intelligent systems at the edge, is closely evaluating the benefits of the GCRAM solution.
“The industry needs a paradigm shift in on-chip memory. The GCRAM solution developed by RAAAM and GF offers immense potential,” said Victor Wang, VP of front end innovation at NXP Semiconductors. “The projected area shrink and power reductions provide a clear path to increasing on-chip memory capacities, which is vital for reducing off-chip data movement and driving greater system-level efficiency.”
About GF
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors, enabling AI at scale from the cloud to the physical world. Through deep partnerships with customers, GF delivers differentiated, power-efficient and high-performance solutions for automotive, aerospace and defense, data center, smart mobile devices, internet of things and other high-growth markets. With global manufacturing operations across the U.S., Europe and Asia, GF is a trusted and holistic technology partner for customers around the world. GF’s talented, global team remains focused every day on security, longevity and sustainability.
For more information, visit www.gf.com .
About RAAAM Technologies
RAAAM Memory Technologies is a fabless semiconductor IP company providing the most cost-effective on-chip memory technology in the industry. RAAAM’s patented Gain-Cell RAM (GCRAM) technology provides up to 50% silicon area reduction and up to 3X reduced power consumption over traditional SRAM. GCRAM can serve as a drop-in SRAM replacement in SoCs and is fully compatible with standard CMOS fabrication flows, allowing designers to integrate more memory in a smaller die area with lower power consumption.
For more information, visit www.raaam-tech.com .
Media contact:
Stephanie Gonzalez
[email protected]