Silicon Labs and GlobalFoundries have expanded their partnership to manufacture the company’s Series 2 wireless system‑on‑chips on GlobalFoundries’ new 40 nm Ultra Low Power (40ULP‑ESF3) platform at the Malta, New York facility.
The 40ULP‑ESF3 platform delivers ultra‑low standby leakage, high endurance, and integrated analog features, enabling secure, battery‑powered IoT edge devices that require always‑on functionality. GlobalFoundries has validated the platform with over 10 million Wi‑Fi 6 chips, and the partnership will allow Silicon Labs to enhance performance and energy efficiency across its Zigbee, Thread, and Bluetooth LE product lines.
Silicon Labs reported Q2 2025 revenue of $193 million, a non‑GAAP diluted EPS of $0.11, and a non‑GAAP gross margin of 56.3 %. The company guided Q3 2025 revenue to $200 million–$210 million and expected GAAP gross margins of 57 %–58 %. Industrial & Commercial revenue rose 25 % YoY to $110 million, while Home & Life revenue grew 45 % YoY to $83 million.
The partnership aligns with the U.S. CHIPS and Science Act, leveraging GlobalFoundries’ $16 billion expansion plan in New York and Vermont. By bringing advanced 40 nm low‑power technology onshore, the deal strengthens supply‑chain resilience and positions Silicon Labs to capture the growing IoT market, where demand for secure, low‑power connectivity is accelerating.
Silicon Labs’ CEO highlighted strong design‑win ramps and robust booking trends, while GlobalFoundries’ leadership emphasized the company’s focus on differentiated low‑power solutions and the strategic importance of the 40ULP‑ESF3 platform for cost‑sensitive IoT markets.
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