globalfoundries
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Marco Chisari Has Worked Every Side of the Chip Table
An engineer who learned the language of deals now runs a microLED company trying to solve AI's unglamorous problem: moving data without wasting power.
Nancy Kelly Makes the Invisible Industry Legible
After nearly two decades translating semiconductor complexity into customer language, Nancy Kelly is giving GlobalFoundries one voice for a consequential new chapter.
The Chip Giant That Quit the Nanometer Race - and Found Its Edge
GlobalFoundries walked away from the industry’s most expensive contest. Now its specialty chips sit inside phones, cars, factories and the optical plumbing of AI - a bet that useful can matter more than smallest.
MIPS
MIPS is a San Jose-based semiconductor IP company with a 40-year heritage in RISC computing. After abandoning its own legacy architecture, MIPS reinvented itself around the open RISC-V instruction set and now builds compute subsystems for autonomous platforms across automotive, industrial, robotics, and edge AI markets. Its Atlas portfolio - spanning Sense, Think, Act, and Communicate building blocks - targets the low-latency, safety-critical demands of what the company calls Physical AI. In July 2025, GlobalFoundries announced a deal to acquire MIPS.
Lightmatter
Lightmatter is building a photonic supercomputer. The Mountain View company uses light, not electrons, to move data between AI chips - tackling the bandwidth and energy wall that's about to crash into the next generation of data centers. Its Passage interconnect and Envise processor aim to connect millions of chips at the speed of light.
Itzik Gilboa
Itzik Gilboa is the CEO of minds.ai, a Santa Cruz-based AI company applying multi-agent reinforcement learning to semiconductor fabrication. With aerospace and materials science degrees from the Technion and decades of experience at Cypress, SanDisk, and Western Digital, he bridges the gap between chip-floor pragmatism and cutting-edge AI research. Under his leadership, minds.ai secured a multi-year partnership with GlobalFoundries to deploy its Maestro(R) platform across global fab operations, aiming to reduce cycle times, improve on-time delivery, and help fabs run at peak efficiency in a world where every nanosecond of lost throughput costs millions.