On August 28th, chip manufacturer Gexin announced that it has made "adjustments" to employees at its Fab 8 factory located in Saratoga County, New York, USA.

Gexin has 2300 employees in the Luther Forest Technology Park in Malta, and the company produces chips for various customers. Although Gexin is investing $16 billion to expand its manufacturing operations at its old chip factories located in Malta and the suburbs of Burlington, Vermont, there have been recent rumors online that Fab 8 will lay off employees.

It is not yet clear how many employees and which types of employees may be affected. The company has not disclosed any information, only vaguely stating that it has made "adjustments" to its personnel.

The statement by Julie Moynehan, spokesperson for GlobalFoundries, reveals the core goal of the adjustment: "We are committed to improving operational productivity, cultivating key skills, and preparing for long-term growth." Although the specific number of affected individuals has not been disclosed, combined with the semiconductor industry's usual practice of optimizing personnel structure, eliminating inefficient positions, and supplementing high skilled talent during expansion periods, this adjustment is more likely to be a "structural optimization" rather than a "large-scale layoff.

In fact, the employee structure of Fab 8 factory has quietly changed: in the past year, the factory has added 150 semiconductor process engineers (responsible for advanced processes of 12 inch wafers), while reducing 80 traditional assembly positions (replaced by automation equipment). This adjustment of "adding and deleting simultaneously" not only reduces the labor cost per unit capacity (from $120 per wafer in 2024 to $100 per wafer in 2025), but also improves production efficiency (wafer yield rate increased from 82% to 88%).

As the "Advanced Process Production Base" of Grofond (mainly producing AI GPUs and automotive sensor chips with 7nm and below processes), the expansion of Fab 8 factory's production capacity directly corresponds to the growth of high value-added orders. For example, in the first half of 2025, the number of AI GPU wafers produced by Fab 8 factory for Nvidia increased by 40% compared to the same period in 2024, and the number of automotive sensor chips produced for Tesla increased by 35%.

*Disclaimer: The above content is reproduced on the WeChat official account of the semiconductor industry circle, which does not represent the views and positions of the company, but only for exchange and learning. If you have any questions or objections, please contact us.