GlobalFoundries Inc. (GFS)
Are Computer and Technology Stocks Lagging GlobalFoundries (GFS) This Year?
Here is how GlobalFoundries Inc. (GFS) and Avnet (AVT) have performed compared to their sector so far this year.
GlobalFoundries: AI Infrastructure Is Creating A Better Business
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.
GFS vs. UMC: Which Semiconductor Foundry Stock Should You Buy Now?
GlobalFoundries and UMC are benefiting from AI, automotive and specialty chip demand as investors compare semiconductor foundry growth.
GlobalFoundries' AI Mix Improves: Is 30% Gross Margin Just the Start?
GFS' richer AI infrastructure mix lifts margins in Q1, with silicon photonics, SiGe and data-center demand pointing to a more profitable phase.
Can Silicon Photonics Fuel GlobalFoundries' Next Growth Wave in 2026?
GFS sees silicon photonics as a key AI-driven growth engine, with revenues expected to double in 2026 amid rising optical networking demand.
Can Higher-Margin Businesses Fuel Further Earnings Growth at GFS?
GLOBALFOUNDRIES is boosting profits through silicon photonics, SiGe and technology services as AI demand and higher-margin revenue streams gain momentum.
GFS Stock Surges 59% in 3 Months: Buy or Wait for a Pullback?
GLOBALFOUNDRIES jumps 59% in three months as AI, automotive and silicon photonics demand accelerate, but valuation and market risks may warrant patience.
GlobalFoundries Maps Path to 40% Margins as Silicon Photonics Demand Builds
GlobalFoundries NASDAQ: GFS Chief Financial Officer Sam Franklin said the chipmaker sees a path to significantly higher profitability over the next several years, driven by a mix shift toward faster-growing end markets, technology services, manufacturing productivity and better utilization of its existing footprint.
GLOBALFOUNDRIES Inc. (GFS) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
GLOBALFOUNDRIES Inc. (GFS) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins
GlobalFoundries NASDAQ: GFS Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years.
GLOBALFOUNDRIES Inc. (GFS) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
GLOBALFOUNDRIES Inc. (GFS) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
GlobalFoundries Inc. (GFS) is a Great Momentum Stock: Should You Buy?
Does GlobalFoundries Inc. (GFS) have what it takes to be a top stock pick for momentum investors? Let's find out.
