Atlas Research Note

GlobalFoundries Technology Summit: Power and Interconnect Become a Foundry Problem

Ben Bajarin · September 3, 2026

Atlas Research Note | Event coverage | September 3, 2026 | Evidence window: September 2, 2026 Our Read GlobalFoundries' North America Technology Summit left our team with a clear read: data has to move across wider multi-rack domains while power conversion is pulled closer to the XPU. Higher voltage can carry energy deeper into the system with less current and lower distribution loss. The final conversion must deliver high current into a low-voltage core within a small area.

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GlobalFoundries Technology Summit: Power and Interconnect Become a Foundry Problem

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