{"id":2572,"date":"2026-04-14T15:16:41","date_gmt":"2026-04-14T15:16:41","guid":{"rendered":"https:\/\/tetsu811.com\/?p=2572"},"modified":"2026-04-14T15:34:15","modified_gmt":"2026-04-14T15:34:15","slug":"photonic-ic-gfs","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-gfs\/","title":{"rendered":"GlobalFoundries \u6df1\u5ea6\u89e3\u6790 \u2014 Fotonix \u77fd\u5149\u5b50\u5e73\u53f0"},"content":{"rendered":"<style>:root{--bg:#0b0d12;--bg-2:#141720;--card:#1a1d28;--border:#2a2d3a;--accent:#6c5ce7;--accent-2:#00d4ff;--green:#00cec9;--red:#ff6b6b;--yellow:#feca57;--orange:#ff9f43;--text:#e4e6eb;--muted:#8b8fa3}*{margin:0;padding:0;box-sizing:border-box}body{font-family:-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang TC',sans-serif;background:linear-gradient(180deg,var(--bg) 0%,var(--bg-2) 100%);color:var(--text);line-height:1.75;padding:2rem 1rem}.container{max-width:1000px;margin:0 auto}nav.breadcrumb{font-size:.85rem;color:var(--muted);margin-bottom:1rem}nav.breadcrumb a{color:var(--accent-2);text-decoration:none}h1{font-size:2.2rem;margin-bottom:.3rem;background:linear-gradient(135deg,var(--accent-2),var(--accent),#ff6b9d);-webkit-background-clip:text;-webkit-text-fill-color:transparent;font-weight:800;line-height:1.2}.ticker-badge{display:inline-block;font-family:'SF Mono',monospace;font-size:.95rem;color:var(--accent-2);background:rgba(0,212,255,.1);padding:.2rem .6rem;border-radius:6px;margin-left:.5rem;vertical-align:middle}.subtitle{color:var(--muted);font-size:1rem;margin-bottom:2rem}.disclaimer{background:rgba(255,107,107,.08);border-left:3px solid var(--red);padding:.8rem 1rem;border-radius:0 8px 8px 0;margin-bottom:2rem;font-size:.85rem;color:#ffb4b4}article,section{background:var(--card);border:1px solid var(--border);border-radius:14px;padding:1.8rem;margin-bottom:1.5rem}h2{font-size:1.4rem;margin-bottom:1rem;color:var(--accent-2);border-bottom:1px solid var(--border);padding-bottom:.6rem}h3{font-size:1.1rem;margin:1.2rem 0 .5rem;color:var(--yellow)}h4{font-size:.95rem;margin:.8rem 0 .3rem;color:var(--text)}p{margin-bottom:.8rem}ul,ol{margin:.5rem 0 1rem 1.5rem}li{margin-bottom:.3rem}strong{color:var(--accent-2)}.why-box{background:rgba(108,92,231,.08);border-left:3px solid var(--accent);padding:.9rem 1.1rem;border-radius:0 8px 8px 0;margin:1rem 0;font-size:.92rem}.metrics-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(160px,1fr));gap:.8rem;margin:1rem 0}.metric{background:rgba(108,92,231,.08);border-radius:8px;padding:1rem;text-align:center}.metric .value{font-size:1.3rem;font-weight:700;color:var(--green)}.metric .label{font-size:.75rem;color:var(--muted);margin-top:.2rem}table{width:100%;border-collapse:collapse;font-size:.88rem;margin:1rem 0}th,td{padding:.7rem .8rem;text-align:left;border-bottom:1px solid var(--border)}th{color:var(--muted);font-weight:600;font-size:.78rem;text-transform:uppercase;letter-spacing:.5px;background:rgba(255,255,255,.02)}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1rem;margin:1rem 0}@media(max-width:700px){.bull-bear{grid-template-columns:1fr}}.bull,.bear{padding:1rem;border-radius:8px}.bull{background:rgba(0,206,201,.06);border-left:3px solid var(--green)}.bear{background:rgba(255,107,107,.06);border-left:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}.related-articles{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:.8rem}.related-articles a{display:block;padding:.8rem 1rem;background:rgba(255,255,255,.03);border:1px solid var(--border);border-radius:8px;color:var(--text);text-decoration:none;font-size:.9rem;transition:all .2s}.related-articles a:hover{border-color:var(--accent);color:var(--accent-2)}.footer{text-align:center;color:var(--muted);font-size:.75rem;margin-top:2rem;padding-top:1.5rem;border-top:1px solid var(--border)}body{background:var(--bg)!important}\n.container{background:var(--bg);padding:2rem;border-radius:14px}\n.entry-content{background:var(--bg)!important}\n<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; GlobalFoundries<\/nav>\n<h1>GlobalFoundries<span class=\"ticker-badge\">NASDAQ: GFS<\/span><\/h1>\n<p class=\"subtitle\">Fotonix \u77fd\u5149\u5b50\u4ee3\u5de5\u5e73\u53f0 \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 2 \u6676\u5713\u88fd\u9020<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7814\u7a76\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>GlobalFoundries \u7e3d\u90e8\u4f4d\u65bc\u7f8e\u570b\u7d10\u7d04\u5dde\uff0c\u662f\u5168\u7403\u7b2c\u4e09\u5927\u5c08\u696d\u6676\u5713\u4ee3\u5de5\u5ee0\uff0c\u5c08\u7cbe\u65bc\u6210\u719f\u8207\u7279\u6b8a\u88fd\u7a0b\u30022023 \u5e74\u63a8\u51fa\u7684 Fotonix \u5e73\u53f0\u662f\u696d\u754c\u7b2c\u4e00\u500b\u5728\u55ae\u4e00\u6676\u5713\u4e0a\u6574\u5408 45nm CMOS \u908f\u8f2f\u8207\u77fd\u5149\u5b50\u5143\u4ef6\u7684\u958b\u653e\u4ee3\u5de5\u65b9\u6848\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">Fotonix<\/div>\n<div class=\"label\">\u77fd\u5149\u5b50\u4ee3\u5de5\u5e73\u53f0<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">45SPCLO<\/div>\n<div class=\"label\">CMOS + \u77fd\u5149\u5b50\u88fd\u7a0b<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">~$200 \u5104<\/div>\n<div class=\"label\">\u5e02\u503c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">Ayar Labs<\/div>\n<div class=\"label\">\u4e3b\u8981\u5ba2\u6236<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aGlobalFoundries \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>GF \u505a\u7684\u8ddf Tower \u985e\u4f3c\u2014\u2014\u5e6b\u4eba\u4ee3\u5de5\u88fd\u9020\u6676\u7247\u3002GF \u7684\u7279\u8272\u662f Fotonix \u5e73\u53f0\uff0c\u80fd\u5728\u300c\u540c\u4e00\u7247\u6676\u5713\u4e0a\u300d\u540c\u6642\u88fd\u4f5c\u96fb\u8def\u548c\u5149\u8def\u3002\u50b3\u7d71\u505a\u6cd5\u662f\u96fb\u8def\u6676\u7247\u548c\u5149\u8def\u6676\u7247\u5206\u958b\u505a\u518d\u7d44\u5408\uff08\u50cf\u628a\u5169\u584a\u62fc\u5716\u62fc\u5728\u4e00\u8d77\uff09\uff0cFotonix \u5247\u662f\u300c\u4e00\u6b21\u5370\u5237\u51fa\u4f86\u300d\uff0c\u5c11\u4e86\u4e00\u6b65\u62fc\u88dd\uff0c\u6210\u672c\u66f4\u4f4e\u3002<\/div>\n<\/article>\n<article>\n<h2>Fotonix \u7684\u5dee\u7570\u5316<\/h2>\n<div class=\"why-box\"><strong>\u55ae\u7247\u6574\u5408\u7684\u512a\u52e2\uff1a<\/strong>\u50b3\u7d71\u77fd\u5149\u5b50\u9700\u8981\u5149\u5b50\u6676\u7247 + \u96fb\u5b50\u6676\u7247\u5169\u9846\u5206\u5225\u88fd\u9020\u518d\u7d44\u5408\uff0c\u5c01\u88dd\u6210\u672c\u9ad8\u3002Fotonix \u5728 45nm \u6210\u719f\u88fd\u7a0b\u6676\u5713\u4e0a\u540c\u6642\u88fd\u4f5c CMOS \u908f\u8f2f\u8207\u77fd\u5149\u5b50\u5143\u4ef6\uff0c\u6e1b\u5c11\u4e00\u6b21\u5c01\u88dd\u6b65\u9a5f\u3002<\/div>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u7f8e\u570b\u672c\u571f\u4ee3\u5de5\u7a00\u7f3a\u6027<\/li>\n<li>Fotonix \u55ae\u7247\u6574\u5408\u5148\u767c\u512a\u52e2<\/li>\n<li>\u8eca\u7528\u3001RF \u696d\u52d9\u591a\u5143<\/li>\n<li>CHIPS Act \u88dc\u8cbc\u53d7\u76ca<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u6210\u719f\u88fd\u7a0b\u7af6\u722d\u6fc0\u70c8<\/li>\n<li>\u77fd\u5149\u5b50\u71df\u6536\u4f54\u6bd4\u4f4e<\/li>\n<li>\u8eca\u7528\u5faa\u74b0\u75b2\u8edf<\/li>\n<li>\u76f8\u8f03 TSMC \u6bdb\u5229\u7387\u5dee\u8ddd\u5927<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\">\n<a href=\"\/ja\/photonic-ic-tsem\/\">Tower Semiconductor \u2014 PH18 \u5e73\u53f0<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-tsm\/\">TSMC \u2014 CoWoS \u8207 SoIC<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a>\n<\/div>\n<\/aside>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>GlobalFoundries\uff08NASDAQ: GFS\uff09\u7684 Fotonix \u5e73\u53f0\u662f\u77fd\u5149\u5b50\u4ee3\u5de5\u7684\u91cd\u8981\u958b\u653e\u9078\u9805\uff0c\u6574\u5408 45nm CMOS \u8207\u77fd\u5149\u5b50\u5143\u4ef6\u65bc\u540c\u4e00\u6676\u5713\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2572","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2572"}],"version-history":[{"count":3,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2572\/revisions"}],"predecessor-version":[{"id":2630,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2572\/revisions\/2630"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}