Foundry is a topic tracked in our intelligence system with 5 linked articles.
Japan has reportedly offered GlobalFoundries a $21B support package to build two new fabs in New York, a deal that would lift U.S. chip capacity by roughly 10%, though analysts warn about reliance on state support.
Samsung chip workers are defecting to SK Hynix driven by superior AI-era bonuses and a competitive talent market, amid a wave of multi-year profit-sharing schemes, union negotiations, and looming labor shortages that could affect the HBM race.
CuspAI raises a $450 million Series B at a $2.6 billion valuation to scale its AI-driven materials discovery platform, unveiling the AI Materials Foundry with 45 founding members including Nvidia, Meta, Samsung, Hyundai, and Merck.
Microsoft restricts internal use of Claude Fable 5 due to Anthropic's data retention requirements, while still rolling out Fable 5 to GitHub Copilot and Foundry users; internal tools continue with other Claude models under Zero Data Retention.
Microsoft AI chief Mustafa Suleyman outlines a pivot to self-developed frontier models, a renewed OpenAI partnership, heavy enterprise focus, and governance strategies for superintelligence amid regulatory and public scrutiny.
IBM-led Anderon quantum foundry backed by a $2B CHIPS Act quantum package ($1B DoC incentives + $1B IBM cash) across nine companies, cementing a 300mm superconducting silicon manufacturing hub and a two-tier funding approach that favors fabrication-ready tech over alternatives.
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