- SemiAnalysis: "GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out" https://semianalysis.com/globalfoundries-gfs-ipo-mubadala-lost-over-22-4b-now-they-are-hoping-public-markets-bail-them-out/ 13 comments hardware
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- GlobalFoundries Is A Leading-Edge Foundry Despite Claims Otherwise https://semianalysis.substack.com/p/globalfoundries-is-a-leading-edge 32 comments
- Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot https://semianalysis.substack.com/p/tenstorrent-wormhole-analysis-a-scale 4 comments
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