u/RefrigeratorTasty912

-Arbe stated in their Q2 that a robotaxi project began road tests with their 360 degree radar solution (4+ radars). With more partners in the Robotaxi market to follow suite (RFI/RFQ phase)

-During today's investor presentation, Kobi stated there are 100 cars doing data collection within the US as part of the partnership discussed during Q2.

I asked AI which companies began data collection within the last 6 months with ~100 vehicles...

It came up with Nuro/Lucid, and no other matches bases on:

-Last 6 months

-US region

-100 vehicle fleet

https://www.sensrad.com/news/sensrad-and-virturail-collaborate

I missed this one... sounds promising, but probably low volume overall.

​

https://techcrunch.com/2026/07/07/the-first-american-autonomous-ground-vehicles-are-fighting-in-ukraine/

I've been researching the recent ADAS sensor sector bump, that has been attributed to Ouster getting certified to provide Lidar for the "Build America, Buy America (BABA) Act."

That got me thinking... for Arbe to qualify for the BABA act, 55% of a radar would need to be manufactured in the US, with final assembly in the US.

Obviously, Arbe doesn't have a dedicated production line in the US (yet), nor does Sensrad. But, Gapwaves has discussed setting up a line in the US to avoid tariffs, it wouldn't be far fetched to think that Sensrad might ride the coat tails of Gapwaves and co-locate Antenna/Radar assembly in the US... especially if Sensrad keeps winning follow on orders from Forterra to support Department of War contracts revolving around Forterra's AutoDrive platform...

but... I digress... that is a "maybe someday" prophecy for another day...

Along with that research came this discovery... GM established a legally binding contract with Globalfoundries in 2023 to secure production of chips from Globalfoundries' Malta, NY... Gosh... that sure sounds familiar.

If you remember, Arbe partnered with Globalfoundries in 2018, and more or less stated that GF could produce however many chipsets were required by Arbe's future customers...

Obviously, this isn't a smoking gun. But, GM has a dedicated line with GF, in the US, to provide the exact type of 22FDX process required to avoid strenuous import taxes if GM had selected Arbe chipsets.

Neither Ford, nor Stellantis has a similar legally binding contract for a sole source production line with GF

Now... more on GF and the US Department of War...

GF specifically limited production of their Fab 8 facility in Malta to 3 technologies:

1. The FinFET Platform (14nm and 12nm)

Fab 8 was originally built as a greenfield facility to lead GlobalFoundries' push into 3D transistor architectures.

14nm FinFET (14LPP): This serves as the original foundation node for the fab, used extensively for high-performance computing, cloud data servers, and secure hardware components

12nm FinFET (12LP / 12LP+): This is an optimized, power-efficient upgrade to the 14nm node. It serves as the primary processing node for central automotive computer modules, advanced machine-learning toolkits, and autonomous driver-assistance systems (ADAS).

2. The FD-SOI Platform (22nm FDX)

While GlobalFoundries’ Fab 1 in Dresden, Germany handles the baseline ultra-high-volume commercial production for the 22nm Fully Depleted Silicon-On-Insulator (22FDX) platform, Fab 8 explicitly provides duplicate, dual-sourced 22FDX manufacturing capacity

22FDX / 22FDX+: This specialized planar technology integrates embedded non-volatile memory (like eMRAM or RRAM) and extreme thermal resilience. It is the exact process line utilized for millimeter-wave automotive radars, 5G RF front-ends, and low-power aerospace communications.

What is Explicitly Not Built at Fab 8?

To maintain high efficiency, GlobalFoundries isolates its other legacy and specialty nodes to different global facilities:

Singapore (Fabs 2 through 7): Handles the highly mature planar nodes ranging from 40nm down to 130nm, alongside legacy bulk CMOS and older Silicon-on-Insulator (SOI) variations.

Burlington, Vermont (Fab 9): Primarily runs specialized 200mm RF-SOI lines for standard consumer smartphone components

By limiting Fab 8 entirely to the 12nm, 14nm, and 22nm nodes, GlobalFoundries earned its U.S. Department of Defense Category 1A Trusted Supplier accreditation—ensuring that advanced commercial automotive tech and highly classified military silicon can be produced under the exact same American roof

https://www.linkedin.com/posts/valeo\_weve-secured-a-new-contract-activity-7477640191726346240-Rtgx?utm\_source=screenshot\_social\_share&utm\_medium=android\_app&rcm=ACoAAFjULcgBKjoa9krOISyi8PWWZeGeFQh6Z\_Q&utm\_campaign=copy\_link

Very interesting that they only won the corner radars... they do make a front Imaging Radar (Mobileye)

But don't you think they'd take a victory lap if they won corner AND front radar?

And while their corner radars "support" L3... they don't enable it.

I'm seeing some familiar names...

Biggest one... Magna (who bought Veoneer around the time Qualcomm purchased Arriver from Veoneer... both exposed to the Veoneer/Arbe radar which was tested/developed/matured for 5 years before being made public)

Snapdragon Ride = Veoneer's Arriver stack