Global Foundries CEO talking about what is the catalyst for GF to overcome stock oversupply of the last little while and transition to a more demand driven environment?
His answer - "AI Inference at the edge"... "it will create consumer demand because people are not upgrading to the same but new, they will need to upgrade to access benefits of AI at the edge, IOT, etc"
https://www.cnbc.com/video/2023/11/07/globalfoundries-ceo-the-breadth-of-the-end-markets-we-serve-differentiates-us-from-peers.html
Non-volatile reram at 22nm with faster speeds and lower power must be a key part of the strategy...
Global Foundries CEO talking about what is the catalyst for GF...
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