February 16, 2026 Multi‑billion-dollar collaboration strengthens supply chain resiliency and supports growing demand for chips powering smart vehicles and next-generation industrial systems MALTA, N.Y., February 16, 2026 / TOKYO, Japan, February 17, 2026 — GlobalFoundries (Nasdaq: GFS) (GF) and Renesas Electronics Corporation (TSE: 6723) (Renesas) today announced an expanded strategic collaboration through a multi‑billion-dollar manufacturing partnership that broadens Renesas’ access to GF technologies including its differentiated technology platforms. This agreement reflects a shared commitment to secure, resilient supply chains and aligns with U.S. priorities to strengthen domestic semiconductor production for economic and national security. As vehicles become more intelligent and electrified, and factories more automated, the chips inside them are doing far more than basic processing, they enable radar for advanced driver assistance, manage battery systems in electric vehicles and power for secure connectivity for industrial IoT. Reliable semiconductor supply is mission-critical for these applications, and GF’s globally distributed manufacturing footprint—spanning the U.S., Europe and Asia—provides customers with flexibility and supply assurance to meet these challenges. Under this partnership, Renesas will gain further access to GF’s technology portfolio, including FDX™ (FD-SOI), BCD and feature-rich CMOS technologies with non-volatile memory features to support its SoCs, power devices and MCUs. Tape-outs under this expanded collaboration are on track to begin in mid-2026. This expanded partnership, starting with manufacturing in the U.S. and extending to facilities across GF’s global footprint, including in Germany and Singapore, as well as through GF’s manufacturing partnership in China, will help Renesas address the growing demand and requirements of customers developing increasingly advanced systems and products. Renesas and GF are also considering the option of porting select GF process technologies into Renesas’ inhouse fabs in Japan to further enhance manufacturing resilience and support future capacity needs. “This partnership strengthens a proven relationship and underscores GF’s role as a trusted partner for essential semiconductor technologies,” said Tim Breen, CEO of GlobalFoundries. “The automotive landscape is changing fast. Semiconductors are now the foundation of innovation, powering advanced driver assistance, battery management and secure connectivity. These systems demand performance and efficiency under extreme conditions, and GF’s differentiated platforms are built for that. We’re focused on delivering what matters most: reliable supply and the technologies that enable the vehicles of tomorrow.” This initiative is part of a broader effort to onshore essential chip technologies and reinforce U.S. leadership in semiconductor manufacturing, while providing Renesas and its customers with secure, localized production options. With the expanded partnership with Renesas, GF now manufactures semiconductors used by the top three automotive MCU manufacturers globally. “Access to a broader range of GF technologies gives us the flexibility and supply assurance our customers need,” said Hidetoshi Shibata, CEO of Renesas. “This expanded partnership enables a stable, long-term supply of semiconductors while ensuring the highest quality and reliability for our products. These capabilities are essential as we deliver advanced solutions, with demand for electrification and connectivity — and the rapidly growing compute requirements driven by AI applications — accelerating worldwide.” This expanded collaboration comes as the automotive industry accelerates toward software-defined vehicles, electrification and advanced safety systems—all of which depend on a secure and resilient semiconductor supply chain. 关于GF 格罗方德半导体(GF)是全球领先的半导体制造商,其产品支撑着人们的生活、工作与互联。我们通过创新与客户合作,为汽车、智能移动设备、物联网、通信基础设施及其他高增长市场提供更节能、高性能的产品。凭借覆盖美国、欧洲和亚洲的全球制造网络,GF已成为全球客户值得信赖的可靠合作伙伴。 我们才华横溢的全球团队始终以安全、长效和可持续为坚定宗旨,每日创造卓越成果。了解更多信息,请访问www.gf.com。 About Renesas Electronics Corporation Renesas Electronics Corporation (TSE: 6723) empowers a safer, smarter and more sustainable future where technology helps make our lives easier. A leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live. Learn more at renesas.com. Follow us on LinkedIn, Facebook, X, YouTube, and Instagram. 前瞻性信息 本新闻稿可能包含涉及风险和不确定性的前瞻性陈述。请读者注意不要过分依赖这些前瞻性陈述。这些前瞻性陈述仅针对截至本新闻稿发布之日的情况。除非法律要求,否则GF没有义务更新这些前瞻性声明,以反映本新闻稿发布日期之后的事件或情况,或反映实际结果。 联系我们 Kenneth CraigGlobalFoundries[email protected] Hideharu FujimoriRenesas Electronics Corporation[email protected]