GlobalFoundries is now engaging with hyperscalers on MIPS IP licensing, custom silicon and software opportunities. MIPS is expected to contributed to $50-$100M revenue in '26 and a high margin business. GFS's non-wafer revenue will grow to 14% of revenue from 8-12% historical. Hyperscaler engagement to ramp in '27.
Source: Sravan Kundojjala
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