Will SLATE 3D Integration and SEALSQ Quantum Partnership Change GLOBALFOUNDRIES' (GFS) Competitive Narrative?

Earlier this month, SEALSQ Corp. announced a Memorandum of Understanding with GlobalFoundries to co-develop secure semiconductor platforms, Post-Quantum Cryptography solutions, and cryogenic ASICs, leveraging GlobalFoundries’ manufacturing and MIPS unit alongside SEALSQ’s security and quantum expertise to support U.S. and European supply chain goals. GlobalFoundries also reported that its SLATE wafer-to-wafer bonding technology is now production-ready on the 9SW RF-SOI platform in Singapore,...