CIRRUS LOGIC, INC. — Form 10-Q
Filed August 5, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 42/100
What the filing says
Cirrus Logic signed a new capacity reservation and wafer supply agreement (SA-1544) with GlobalFoundries effective June 30, 2026, covering 55BCDL wafer products for calendar years 2027–2028. The agreement specifies quarterly reservation volumes (amounts redacted) at Dresden (Fab 1) and Singapore (Fab 7) facilities, with Cirrus Logic committing to purchase a minimum percentage of reserved capacity annually and GlobalFoundries committing to supply corresponding quantities. The deal supersedes no prior agreement but coexists with an earlier July 2021 agreement (00054240), with this new agreement governing 2027 onward. Specific pricing, volumes, and shortfall penalties are heavily redacted as confidential.
Why this rating
Routine supply-chain contract renewal with major foundry partner. No disclosed dollar amounts, volumes, or material strategic shift evident. Standard for fabless chipmakers; pricing & terms redacted. Represents normal operations, not trajectory-changing.
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