Infrastructure Briefing — March 17, 2025
GlobalFoundries secured CHIPS Act incentives to expand Malta, New York advanced specialty nodes, triggering infrastructure upgrades and trusted supply chain reporting commitments in 2025.
Executive briefing: The Department of Commerce announced a CHIPS Act agreement providing up to $1.6 billion in direct funding for GlobalFoundries’ Malta, New York campus, accelerating new 12LP+ and RF capacity dedicated to defense, automotive, and aerospace customers. The deal sets 2025 infrastructure checkpoints covering backup power, secure clean-room zones, and supplier assurance needed for GlobalFoundries’ trusted foundry recertification.
Key infrastructure signals
- Trusted foundry pipeline. GlobalFoundries will deliver a new secure production line by December 2025, with phased federal verification of physical and cyber protections.
- Power resilience investment. The award includes $450 million for on-site energy storage and microgrid controls, reducing reliance on the New York ISO grid during extreme weather.
- Automotive-grade expansion. A new RF test wing will support AEC-Q100 qualification with redundant metrology labs brought online in Q3 2025.
Control alignment
- DoD Trusted Foundry requirements. Align facility access controls and monitoring with Defense Microelectronics Activity (DMEA) recertification audits scheduled after each infrastructure milestone.
- Automotive SPICE and IATF 16949. Update process control documentation for the RF wing so automotive customers can validate reliability improvements tied to the CHIPS grant.
- NY Green CHIPS compliance. Integrate energy storage reporting into the state’s emissions tracking system to maintain tax incentives.
Detection and response priorities
- Enable anomaly detection on the new microgrid to ensure state-of-charge and islanding drills meet Commerce performance thresholds.
- Log clean-room access events and supplier delivery telemetry into the trusted foundry SIEM to support DMEA spot checks.
Enablement moves
- Develop executive playbooks describing how specialty nodes and RF capacity additions will be allocated across automotive and defense contracts.
- Stand up supplier workshops focused on CHIPS-compliant cybersecurity attestations to keep the trusted supply chain audit-ready.
Sources
- U.S. Department of Commerce: CHIPS for America announces funding for GlobalFoundries New York expansion (March 17, 2025)
- GlobalFoundries newsroom: Advancing U.S. expansion for trusted customers (March 17, 2025)
Zeph Tech integrates trusted foundry controls, microgrid telemetry, and supplier governance so CHIPS-funded specialty fabs meet defense and automotive resilience demands.