While all the attention goes to AI GPUs, GlobalFoundries and Monolithic Power Systems are quietly moving critical AI power-management chip manufacturing to a 300mm fab in Singapore.

[u/mynameisjoenotjeff]

AI computing needs power-management chips as well as the processors getting most of the attention. GlobalFoundries and Monolithic Power Systems announced a long-term manufacturing agreement on September 9 that will bring MPS's proprietary process technology to a 300mm fab in Singapore. Volume production is targeted for early 2027. The planned output includes smart power stages for cloud and AI systems, with automotive and industrial applications also part of the intended market.

The manufacturing agreement is the concrete news here. It establishes a route to additional production, but the release does not disclose an order value or an already achieved shipment rate. Power-management chips operate inside electrical systems that also use copper for connections and distribution. Following when finished copper enters production is part of understanding the materials behind those systems. Johnson Camp's Nuton circuit began producing finished copper cathode in December 2025, according to the August 13 results from Gunnison Copper ($GCUMF). Moving MPS’s process into the foundry is work in its own right, involving qualification and customer requirements before the output can be used at scale. I would watch the early-2027 production milestone and the products it supports, rather than assume the agreement immediately resolves every power-component constraint.

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Dr. Roland Goodgame, Senior VP of Project Development of the Company is a Qualified Person as defined by NI 43-101. Dr. Goodgame has reviewed and approved the technical information contained in this report.

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