Here is how GlobalFoundries Inc. (GFS) and Avnet (AVT) have performed compared to their sector so far this year.
GlobalFoundries is expanding into higher-value semiconductor technologies, including silicon photonics, AI infrastructure, and automotive applications. Communications Infrastructure and Data Center revenue grew 32%, while Automotive revenue increased 24%, improving the company's revenue mix. Management expects silicon photonics to become a $2 billion revenue opportunity by 2030 while expanding higher-margin Technology Services.
GlobalFoundries and UMC are benefiting from AI, automotive and specialty chip demand as investors compare semiconductor foundry growth.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,403 | $50,283.65 | $85,421.65 | $35,138 | 69.88% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 402 | $20,964.58 | $24,063.72 | $3,099.14 | 14.78% |
Farallon Capital Farallon Capital Management LLC | 105,000 | $4.67M | $6.4M | $1.73M | 37.07% |
George Soros Soros Fund Management LLC | 444,362 | $19.77M | $27.09M | $7.33M | 37.07% |
Bridgewater Associates LP Bridgewater Associates LP | 75,660 | $3.37M | $4.53M | $1.16M | 34.55% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Timothy Graham Breen CEO | NASDAQ (NGS) Exchange | G39387108 CUSIP |
| US Country | 13,000 Employees | 24 Jun 2026 Last Dividend | - Last Split | 28 Oct 2021 IPO Date |
GLOBALFOUNDRIES Inc. is a prominent player in the semiconductor industry, operating on a global scale as a foundry. Founded in 2009 and headquartered in Malta, New York, the company has firmly established itself as a key manufacturer of semiconductor devices, catering to a diverse range of technological needs across the electronics spectrum. GLOBALFOUNDRIES focuses on providing comprehensive wafer fabrication services and leveraging advanced technological processes to serve the dynamic and evolving demands of the semiconductor industry.
Central processing units (CPUs) that execute instructions from computer programs, performing operations such as calculation, data processing, and system management. These are crucial for personal computers, servers, and other computing devices.
Specialized processors designed to handle the computing requirements of mobile devices, including smartphones and tablets. These processors are optimized for performance and energy efficiency to extend battery life while providing responsive user experiences.
Chips that handle communication functions in mobile devices, processing signals to and from cellular networks. These processors are essential for enabling mobile phones to connect and transmit voice and data over communication networks.
Designed to manage data flows within telecommunication networks, these processors perform tasks related to routing, security, and network management to ensure efficient and secure data transmission.
These components are responsible for modulating and demodulating radio signals, translating digital data into radio frequencies and vice versa. RF modems are key for enabling wireless communication in devices.
Compact integrated circuits designed to execute specific tasks in embedded systems, such as controlling home appliances, automotive engines, and medical devices. Microcontrollers are programmable units that are indispensable in the development of automated devices.
These devices are critical for managing and regulating power in electronics, ensuring energy efficiency and safety. Power management units play a key role in extending the battery life of portable devices and maintaining the stability of electronic systems.
In addition to these products, GLOBALFOUNDRIES offers mainstream wafer fabrication services, utilizing its state-of-the-art facilities and technologies to meet the manufacturing needs of its clients. The company's services encompass the entire semiconductor production process, from design to manufacturing, ensuring high-quality and high-performance semiconductor devices.