GlobalFoundries
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Consensus Narrative from 20 Analysts
Malta's Fab 8 Technology Transfer Will Diversify Portfolio And Strengthen Customer Relationships
Key Takeaways Strategic initiatives, including essential tech transfer to Fab 8 and government-supported advanced capabilities, aim to diversify technology and meet growing chip demand, enhancing revenue. Improvement in operational efficiency, advanced technology, and high-margin design wins are set to boost gross margin and grow free cash flow, positively impacting earnings.
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FV
16.9% undervalued intrinsic discount8.01%
Revenue growth p.a.
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