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GlobalFoundries has been selected to operate two new semiconductor fabrication plants in Malta, New York, with Japan committing up to $21 billion in funding under a landmark U.S.-Japan initiative.
ReadingSemiconductor supply chain just stopped being a private-sector conversation. Governments are now the operators. Any fab investment outside this model becomes a legacy bet.
WatchWhether South Korea and the EU announce matching commitments within 90 days. The race is not for chips—it's for which allied bloc owns the foundry.
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