Monolithic Power Signs Long-Term GlobalFoundries Deal for Singapore 300mm Production

M&A · PartnershipProduct / TechIndustry
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Summary · why it matters

Monolithic Power Systems has entered a new long-term agreement with GlobalFoundries to expand production capacity for its advanced power management technologies. Under the deal, Monolithic Power will deploy its proprietary process technology at GlobalFoundries' advanced 300mm manufacturing facility in Singapore, with volume production expected to begin in early 2027. The added capacity is intended to serve rising demand across artificial intelligence, automotive, industrial and data center markets, including automotive platforms, industrial robotics and automation, and smart power stages for AI and cloud infrastructure. Monolithic Power faces competition from Analog Devices and Microchip Technology, both of which are also expanding manufacturing capacity. Monolithic Power shares have risen 43.3% over the past year versus 40% growth for the industry, and 2026 earnings estimates have increased 12.7% to $27.11 over the past 60 days while 2027 estimates have risen 18.5% to $34.73.

Impact on stocks 5

Semiconductors▲ · 4 stocks
Monolithic Power Systems Inc
MPWR
▲ PositiveSupplyrelevance

Long-term GlobalFoundries deal adds 300mm capacity to serve rising AI, automotive, industrial and data center demand.

Globalfoundries Inc
GFS
▲ PositiveDemandrelevance

Signs long-term agreement with Monolithic Power to produce its power management chips at GlobalFoundries' Singapore 300mm fab.

Others▲ · 1 stocks

Theme Impact 5

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