Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to US$69.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$32.01 per share. お知らせ • Jul 01
GLOBALFOUNDRIES Inc. to Report Q2, 2026 Results on Aug 05, 2026 GLOBALFOUNDRIES Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026 ライブニュース • Jun 24
GlobalFoundries Qualifies SLATE Wafer Bonding Technology for Advanced 5G Applications GLOBALFOUNDRIES has qualified its SLATE wafer-to-wafer bonding technology on the 9SW RF-SOI platform, aiming for volume production ramp in the second half of 2027 and enabling up to a 45% reduction in die size for next-generation 5G radio frequency applications.
The company is also expanding a multi-year collaboration with Infosys, which will run AI-led managed services across GLOBALFOUNDRIES’ applications, infrastructure, data and service desk operations to support more automated and optimized IT.
GLOBALFOUNDRIES shares trade at about $83.39, with the stock up 126.2% year to date. Execution on RF and packaging roadmaps, along with operational efficiency efforts such as the Infosys deal, may affect sentiment around the company’s ability to win and service complex semiconductor programs. お知らせ • Jun 23
GlobalFoundries Qualifies SLATE Advanced Packaging Technology On 9SW Platform For Next-Generation Radio Frequency Applications GlobalFoundries announced the production readiness of its SLATE wafer-to-wafer bonding technology on its 9SW radio-frequency silicon-on-insulator platform, delivering advanced 3D integration for compact, high-performance cellular front-ends. Manufactured at GlobalFoundries’ 300mm facility in Singapore, 9SW SLATE technology is expected to ramp to volume production by the second half of 2027. GlobalFoundries’ first-generation SLATE technology supports wafer-to-wafer bonding, enabling designers to bond two 9SW wafers to stack and integrate large-size field-effect transistors in vertical architectures. By folding large field-effect transistors across bonded wafers, SLATE technology can reduce overall die size by up to 45%, decreasing radio frequency board space and total design area for space-constrained applications in smart mobile devices, including switches, low-noise amplifiers and antenna tuners. First introduced in 2023, the 9SW radio-frequency silicon-on-insulator platform is GlobalFoundries’ most advanced radio-frequency solution for front-end modules, spanning sub-8GHz and FR3 frequency ranges for 5G mobile devices and satellite communications. 9SW, the fourth generation of GlobalFoundries’ XSW technology, delivers a significant reduction in standby currents for longer battery life with a more than 20% enhancement in efficiency through lower on-resistance and off-capacitance. GlobalFoundries’ SLATE wafer-to-wafer bonding technology offers a roadmap for heterogeneous 3D integration across its many differentiated technologies, including FDX FD-SOI, radio-frequency silicon-on-insulator and silicon germanium, for even greater system-level capabilities across diverse markets such as data centers, satellite connectivity, IoT and mobile devices. An integrated process design kit is available through the GlobalFoundries Connect portal to help jumpstart the design process. 9SW and 9SW SLATE are available for prototyping through GlobalFoundries’ GlobalShuttle multi-project wafer program with shuttles scheduled for the second half of the year. お知らせ • Jun 17
GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 28, 2026 GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 28, 2026. Location: 140 east 45 street, 41 floor, new york 10017, new york, United States ライブニュース • Jun 14
GLOBALFOUNDRIES Eyes US$1 Billion in Silicon Photonics With Major Malta Facility Expansion GLOBALFOUNDRIES plans to lift silicon photonics capacity fivefold by 2026 and is targeting more than US$1b in silicon photonics revenue by 2028, supported by a dedicated facility in Malta, New York.
The company is concentrating on higher-margin areas such as silicon photonics, high-performance silicon germanium and technology services, with management citing demand from communications infrastructure and data center customers linked to AI workloads.
GLOBALFOUNDRIES has joined the U.S. Department of Energy’s Genesis Mission, giving researchers access to its U.S. manufacturing and design resources, and is working with Sivers Semiconductors to integrate laser arrays into its silicon photonics platform for AI data center connectivity.
Together, the capacity expansion, product focus and public-sector partnerships position GLOBALFOUNDRIES as a manufacturing partner for AI-related data center and optical networking projects and for secure U.S.-based chip production.
Investors may want to track execution on the Malta facility build-out, the ramp toward the US$1b silicon photonics revenue goal and the pace at which Genesis Mission and Sivers-related projects translate into stable, long-term customer commitments. ライブニュース • Jun 06
GlobalFoundries Expands AI Platform With Synopsys ARC Deal and Silicon Photonics Integration GlobalFoundries has completed the acquisition of Synopsys’ ARC Processor IP Solutions business, combining it with its existing MIPS RISC-V portfolio to build a broader Physical AI platform.
The combined IP platform now includes RISC-V and ARC cores, ASIP tools and custom silicon design services, backed by over 150 patents and used by more than 300 IP customers across automotive, industrial robotics, embedded systems and edge markets.
GlobalFoundries is also working with Sivers Semiconductors to integrate Sivers’ laser array technology into its silicon photonics platform and SCALE optical engine solutions. This collaboration targets the growing AI data center optical connectivity and pluggable optics market, which is estimated at US$25 billion by 2030.
Together, these moves indicate GlobalFoundries is focusing more on AI-centric compute and connectivity, and positioning its foundry services and IP portfolio more directly around AI data centers and edge applications.
Investors may want to monitor how quickly these IP and photonics offerings gain commercial traction with large customers, as execution risk, integration of the acquired ARC business and timing of demand in the pluggable optics market could all influence the outcomes of these initiatives. お知らせ • Jun 04
GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS). GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS) on January 14, 2026. GF is acquiring the Synopsys Processor IP portfolio, which consists of ARC-V™ (RISC-V) and ARC® CPU IP, DSP IP, Neural Network Processing Unit (NPU) IP, and related software development tools, including ARC MetaWare Development Toolkits. The transaction also includes Synopsys' ASIP Designer™ and ASIP Programmer™ tools for automating the design and implementation of application-specific instruction-set processors (ASIPs).
The transaction is expected to be completed in the second half of calendar year 2026, subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals.
GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Processor IP Solutions Business of Synopsys, Inc. (NasdaqGS:SNPS) on June 2, 2026. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to US$85.64, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 31x in the Semiconductor industry in the US. Total returns to shareholders of 43% over the past three years. お知らせ • May 10
GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026 GLOBALFOUNDRIES Inc. announced that its Board of Directors approved its first-ever quarterly dividend, marking a significant milestone for the company. The quarterly dividend will be $0.12 per share, which will be payable on July 14, 2026 to shareholders of record as of June 24, 2026. お知らせ • May 07
GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026 GLOBALFOUNDRIES Inc. provided earnings guidance for the second of 2026. For the second quarter, the company expects net revenue of $1,760 million ± $25 million. Diluted EPS of $0.30 ± $0.05. Reported Earnings • May 06
First quarter 2026 earnings: EPS misses analyst expectations First quarter 2026 results: EPS: US$0.19 (down from US$0.38 in 1Q 2025). Revenue: US$1.63b (up 3.1% from 1Q 2025). Net income: US$103.0m (down 51% from 1Q 2025). Profit margin: 6.3% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. お知らせ • May 05
GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged Optics GlobalFoundries announced the introduction of its SCALE optical module solution for co-packaged optics. GF’s SCALE solution, or Silicon photonics Co-packaged Advanced Light Engine solution, is the industry’s first Optical Compute Interconnect Multi-Source Agreement (OCI MSA) capable platform, exceeding the requirements for the OCI MSA’s optical interconnect specification for modern AI scale-up architectures. Built with GF’s advanced silicon photonics technology, the SCALE CPO solution utilizes both coarse and dense wavelength-division multiplexing (CWDM, DWDM) for bi-directional data transmission over each optical fiber for significant improvements in bandwidth density and system scalability versus traditional copper interconnects. GF has already demonstrated 8 and 16 bi-directional DWDM natively on its platform, a fundamental technology milestone that uniquely positions GF to support the industry’s shift to CPO and accelerate the adoption of optical scale-up interconnects. GF’s SCALE CPO solution and silicon photonics technology offer an advanced portfolio of fully-qualified photonic devices, such as 50Gbps and 100Gbps micro-ring modulators, coupled ring resonators and integrated photodiodes. Additional features include through silicon vias (TSVs) for high-speed signaling and power delivery and copper pad pitches ranging from 110µm down to sub-45µm for 2.5D/3D stacking from organic substrates to silicon interposers, enabling customers to move quickly from design to volume production. The platform integrates electrical ICs on single-digit advanced nodes, enabling optimization between best-in-class compute and optics without compromising performance. While GF offers multiple fiber-attach approaches, the SCALE solution leverages broadband detachable fibers with flat insertion loss over the CWDM spectrum to future-proof scaling from 4 in each direction to 8 and beyond, while still enabling serviceability and known-good-die testability for next-generation AI interconnects. Valuation Update With 7 Day Price Move • May 05
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to US$74.04, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 33x in the Semiconductor industry in the US. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.86 per share. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to US$58.76, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 35x in the Semiconductor industry in the US. Total loss to shareholders of 3.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$36.52 per share. Buy Or Sell Opportunity • Mar 31
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 27% to US$44.49. The fair value is estimated to be US$35.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. お知らせ • Mar 31
GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026 GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026 Buy Or Sell Opportunity • Mar 16
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to US$43.77. The fair value is estimated to be US$35.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. お知らせ • Mar 10
GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive Applications GlobalFoundries Inc. announced the availability of Auto Grade 1 ready embedded magnetic RAM (eMRAM) technology on the company’s ultra-low power FDX platform, a key enhancement to GF’s portfolio of non-volatile memory (eNVM) technologies and AutoPro platform of automotive-ready solutions. The new FDX+AutoPro150 eMRAM technology delivers essential advantages over competitive industry grade memories, including proven endurance up to 500k cycles, sub-10 nanosecond read speed, and superior scalability for larger memory density. The technology is designed to address known magnetic field effects and qualified for reliable operation in harsh environments up to 150°C, enabling high-performance, system-on-chip (SoC) solutions that meet the demands of critical automotive applications. On-chip integration with GF’s enhanced FDX platform, manufactured in both Germany and the U.S., enables compact and versatile designs with exceptional energy efficiency and security. eMRAM technology is widely used by Tier 1 OEMs for microcontroller units in software-defined vehicles (SDVs) and advanced driver assistance systems (ADAS), enabling real-time processing for safety-critical functions and over-the-air updates for improved user experience with reduced downtime. As Physical AI systems continue to advance and scale, eMRAM’s fast access times and low power consumption enable future-proof designs for self-learning entities, including autonomous vehicles and humanoid robots. A process design kit for FDX+AutoPro150 eMRAM is available through GF’s self-service GF Connect portal to help jumpstart the design process. Volume production is slated for the second half of 2026 through GF’s manufacturing site in Dresden, driven by several key customer engagements. Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$48.22, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 29x in the Semiconductor industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$37.05 per share. Price Target Changed • Feb 12
Price target increased by 22% to US$49.81 Up from US$40.66, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$48.69. Stock is up 14% over the past year. The company is forecast to post earnings per share of US$1.43 for next year compared to US$1.59 last year. Buy Or Sell Opportunity • Feb 12
Now 33% overvalued after recent price rise Over the last 90 days, the stock has risen 47% to US$48.74. The fair value is estimated to be US$36.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Meanwhile, the company became loss making. お知らせ • Feb 05
GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026 GLOBALFOUNDRIES Inc. announced that on February 3, 2026, the Board of Directors elected Samer Halawa as a new member of the Board and of the Board's Strategy & Investment Committee. Mr. Halawa is currently the Chief Legal Officer of Mubadala Investment Company, the Company's majority shareholder. Mr. Halawa will serve as a Class III director, with an initial term expiring at the Company's 2027 annual general meeting of shareholders. Mr. Halawa was elected as a member of the Board as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala. お知らせ • Jan 15
Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026 GlobalFoundries announced the appointment of Ganesh Moorthy to its board of directors. Mr. Moorthy, former president and CEO of Microchip Technology Inc., joins GF’s Board, effective from January 15, 2026. Mr. Moorthy brings more than four decades of experience in the semiconductor industry, including transformative leadership at Microchip Technology, where he served as CEO, president and board member until his retirement in November 2024. He was appointed CEO and president in March 2021 and joined Microchip’s Board of Directors in January 2021. Prior to that, he held senior leadership roles at Microchip including COO and executive vice president. Earlier in his career, Mr. Moorthy spent 19 years at Intel in engineering and executive leadership positions, building deep expertise across manufacturing, product innovation and customer-driven execution. Currently, Mr. Moorthy serves as Chair of the Board of Ralliant, a global precision technologies company essential for breakthrough innovation in an electrified and digital world. He also serves on the Board of Directors of Celanese, SiTime and Ayar Labs, a leader in optical interconnect solutions for large-scale AI workloads. Previously, he served for over a decade on the board of Rogers, a global leader in engineered materials.Mr. Moorthy’s appointment reinforces GF’s commitment to advance its long-term growth strategy through a resilient manufacturing footprint that delivers power-efficient, differentiated technologies to customers worldwide. お知らせ • Jan 07
GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026 GlobalFoundries Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2026 Buy Or Sell Opportunity • Jan 02
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 3.0% to US$36.87. The fair value is estimated to be US$29.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making. お知らせ • Dec 11
GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025 GlobalFoundries Inc. announced that its Board of Directors has appointed Sam Franklin as Chief Financial Officer, effective December 10, 2025. Mr. Franklin previously served as Senior Vice President of Business Finance & Operations and Investor Relations and recently Interim CFO. Franklin brings extensive financial leadership experience and a proven track record of driving operational excellence and strategic growth. He joined GF in 2022 and has held senior roles overseeing finance operations, business finance, investor relations, capital markets and treasury. His deep understanding of GF’s business and commitment to disciplined financial management position him to lead the company’s finance and operations organization as GF continues to execute its long-term strategy. Recent Insider Transactions Derivative • Dec 10
Independent Non-Executive Director notifies of intention to sell stock Glenda Dorchak intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$35.99, it would amount to US$144k. As of today, Glenda currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months. Buy Or Sell Opportunity • Dec 03
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to US$37.13. The fair value is estimated to be US$30.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.0% over the last 3 years. Meanwhile, the company became loss making. お知らせ • Nov 18
GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd. GlobalFoundries Inc. (NasdaqGS:GFS) acquired Advanced Micro Foundry Pte Ltd. on November 17, 2025.
GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of Advanced Micro Foundry Pte Ltd. on November 17, 2025. Reported Earnings • Nov 13
Third quarter 2025 earnings: EPS exceeds analyst expectations Third quarter 2025 results: EPS: US$0.45 (up from US$0.32 in 3Q 2024). Revenue: US$1.69b (down 2.9% from 3Q 2024). Net income: US$248.0m (up 40% from 3Q 2024). Profit margin: 15% (up from 10% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance. お知らせ • Nov 12
GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 GlobalFoundries Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects net revenue of $1,800 million plus or minus $25 million, and Diluted EPS of $0.35 plus or minus $0.05. お知らせ • Oct 28
GlobalFoundries Inc. Announces Chief Financial Officer Changes GlobalFoundries Inc. announced that, effectively October 27, 2025, John Hollister, GF’s Chief Financial Officer, is leaving the company for personal reasons. Sam Franklin, GF’s Senior Vice President of Business Finance, Operations and Investor Relations, will assume the position of Interim Chief Financial Officer while the company conducts a search for a permanent CFO. Mr. Franklin is an experienced financial leader, with over 18 years in corporate finance, investment management and investment banking, and has been with GF since 2022. He brings deep institutional knowledge and extensive expertise to the role. During his Senior Vice President roles at GF, Sam’s responsibilities have included Finance Operations, Business Finance, Investor Relations, Capital Markets and Treasury. Previously, he was a Senior Vice President at Mubadala Investment Company with financial responsibilities for the Direct Investments group. お知らせ • Oct 08
GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025 GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025 お知らせ • Aug 14
GlobalFoundries Inc. (NasdaqGS:GFS) acquired MIPS Tech LLC. GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries.
The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc. Evercore Group L.L.C. acted as financial advisor to GlobalFoundries Inc. Needham & Company, LLC acted as financial advisor to MIPS Tech LLC.
GlobalFoundries Inc. (NasdaqGS:GFS) completed the acquisition of MIPS Tech LLC on August 8, 2025. MIPS is expected to continue to operate as a standalone business within GF, maintaining its licensing model and focusing on serving a broad customer base across diverse technology sectors. Price Target Changed • Aug 06
Price target decreased by 10.0% to US$39.91 Down from US$44.32, the current price target is an average from 19 analysts. New target price is 20% above last closing price of US$33.37. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$1.44 next year compared to a net loss per share of US$0.48 last year. Reported Earnings • Aug 05
Second quarter 2025 earnings: EPS exceeds analyst expectations Second quarter 2025 results: EPS: US$0.41 (up from US$0.28 in 2Q 2024). Revenue: US$1.69b (up 3.4% from 2Q 2024). Net income: US$228.0m (up 47% from 2Q 2024). Profit margin: 14% (up from 9.5% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 44%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. お知らせ • Aug 05
Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025 GlobalFoundries Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.28 plus or minus $0.05. お知らせ • Jul 09
GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC. GlobalFoundries Inc. (NasdaqGS:GFS) entered into a definitive agreement to acquire MIPS Tech LLC on July 8, 2025. Following the transaction, MIPS will continue to operate as a standalone business within GlobalFoundries.
The transaction is subject to the satisfaction of customary closing conditions, including the receipt of required regulatory approvals. The expected completion of the transaction is in the second half of 2025. Sean Skiffington, Clare O’Brien of A&O Shearman acted as legal advisor to GlobalFoundries Inc. お知らせ • Jul 02
GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025 GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025 お知らせ • Jun 20
GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025 GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United States Reported Earnings • May 07
First quarter 2025 earnings: EPS exceeds analyst expectations First quarter 2025 results: EPS: US$0.38 (up from US$0.24 in 1Q 2024). Revenue: US$1.59b (up 2.3% from 1Q 2024). Net income: US$210.0m (up 58% from 1Q 2024). Profit margin: 13% (up from 8.6% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 94%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. お知らせ • May 06
GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025 GlobalFoundries Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue of $1,675 million plus or minus $25 million, Diluted EPS of $0.27 plus or minus $0.06. Buy Or Sell Opportunity • Apr 04
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 27% to US$31.51. The fair value is estimated to be US$41.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Camilla Languille was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 21
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: US$0.48 loss per share (down from US$1.85 profit in FY 2023). Revenue: US$6.75b (down 8.7% from FY 2023). Net loss: US$265.0m (down 126% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Mar 03
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to US$36.88. The fair value is estimated to be US$47.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Feb 12
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: US$0.48 loss per share (down from US$1.85 profit in FY 2023). Revenue: US$6.75b (down 8.7% from FY 2023). Net loss: US$265.0m (down 126% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. お知らせ • Feb 06
GlobalFoundries Inc. Announces Chief Executive Officer Changes, Effective April 28, 2025 GlobalFoundries Inc. announced following a rigorous succession planning process, its Board of Directors has appointed Tim Breen as Chief Executive Officer. Breen, who has been with GF since 2018, and is currently Chief Operating Officer (COO), succeeds Caulfield. With a strong foundation in place, this leadership transition positions GF to accelerate its next phase of growth. These changes will become effective April 28, 2025. Caulfield became President and CEO of GF in 2018. During his tenure he repositioned the technology portfolio to focus on differentiated, essential chips and steered the company to sustainable profitability. In 2021, he spearheaded GF’s IPO. Amid a global chip shortage, he focused on building resilient supply chains, investing in new manufacturing capacity and forging partnerships with key customers and governments. Breen oversees the company’s global operations, including the manufacturing, quality, supply chain and IT teams, based in New York. Prior to becoming COO in 2023, he served in various senior executive roles encompassing strategy, business transformation and finance as a close partner and advisor to the CEO since 2018. Prior to joining GF, Breen was a senior member of the executive team at Mubadala Investment Company where he led global projects and investments across numerous sectors from energy and industrials to consumer and life sciences, including contributing to the creation of several multi-billion-dollar companies. He has also served on the board of several public and private companies, including his current position of Chairman of NOVA Chemicals. Earlier in his career, after graduating from the London Business School, he was a partner at McKinsey & Company. お知らせ • Feb 05
Globalfoundries Inc. Announces Management Changes, Effective April 28, 2025 GlobalFoundries announced its Board of Directors has appointed Dr. Thomas Caulfield as Executive Chairman and Tim Breen as Chief Executive Officer. Caulfield succeeds Ahmed Yahia who will step down from the Board and his role as Chairman after more than a decade in the position. Breen, who has been with GF since 2018, and is currently Chief Operating Officer (COO), succeeds Caulfield. In addition, Niels Anderskouv, currently GF’s Chief Business Officer, has been appointed GF’s President and COO. With a strong foundation in place, this leadership transition positions GF to accelerate its next phase of growth. These changes will become effective April 28, 2025. Caulfield became President and CEO of GF in 2018. During his tenure he repositioned the technology portfolio to focus on differentiated, essential chips and steered the company to sustainable profitability. In 2021, he spearheaded GF’s IPO. Amid a global chip shortage, he focused on building resilient supply chains, investing in new manufacturing capacity and forging partnerships with key customers and governments. Breen oversees the company’s global operations, including the manufacturing, quality, supply chain and IT teams, based in New York. Prior to becoming COO in 2023, he served in various senior executive roles encompassing strategy, business transformation and finance as a close partner and advisor to the CEO since 2018. Prior to joining GF, Breen was a senior member of the executive team at Mubadala Investment Company where he led global projects and investments across numerous sectors from energy and industrials to consumer and life sciences, including contributing to the creation of several multi-billion-dollar companies. He has also served on the board of several public and private companies, including his current position of Chairman of NOVA Chemicals. Earlier in his career, after graduating from the London Business School, he was a partner at McKinsey & Company. Anderskouv joined GF as Chief Business Officer in 2023 with responsibilities for leading GF’s product and technology roadmap, business and commercial strategy as well as the company’s go-to-market execution. He brings more than 25 years of experience in engineering, manufacturing, executive management and global leadership in the semiconductor industry. Prior to joining GF, he served as Senior Vice President and Executive Officer at Texas Instruments, where he was responsible for the company’s multi-billion-dollar Analog Power business. Anderskouv holds a Master of Science in Electrical Engineering from the Technical University of Denmark (DTU) in Copenhagen. お知らせ • Jan 08
GlobalFoundries Inc. to Report Q4, 2024 Results on Feb 11, 2025 GlobalFoundries Inc. announced that they will report Q4, 2024 results on Feb 11, 2025 お知らせ • Jan 02
GlobalFoundries and IBM Announce Settlement and Resolution of All Litigation Matters GlobalFoundries and IBM announced that the two companies have reached a settlement in their ongoing lawsuits, resolving all litigation matters, inclusive of breach of contract, trade secrets and intellectual property claims between the two companies. This settlement marks the end of an ongoing legal dispute and allows the companies to explore new opportunities for collaboration in areas of mutual interest. The details of the settlement are confidential and both parties have expressed satisfaction with the outcome. お知らせ • Nov 20
GlobalFoundries and U.S. Department of Commerce Announce Award Agreement on CHIPS Act Funding for Essential Chip Manufacturing GlobalFoundries (GF) and the U.S. Department of Commerce have announced an award of up to $1.5 billion in direct funding to GF through the CHIPS and Science Act. The award follows the previously signed preliminary memorandum of terms announced in February 2024 and will enable GF to expand its essential chip manufacturing and technology development in the U.S., strengthening supply chains and supporting customers across a range of vital end-markets including automotive, smart mobile devices, IoT, datacenters, and aerospace and defense. GF’s CHIPS and Science Act award will support three projects: · Expansion of GF’s existing Malta, New York, fab by adding critical technologies already in production at GF’s Singapore and Germany facilities, to enable a secure and reliable supply of domestically manufactured essential chips for the U.S. auto industry. · Modernization and upgrading of GF’s existing fab in Essex Junction, Vermont, to expand production capacity and create one of the facilities capable of high-volume manufacturing of next-generation gallium nitride (GaN) semiconductors for use in electric vehicles, data centers, IoT, smartphones and other critical applications. · In alignment with market conditions and customer demand, construction of a new fab on GF’s Malta, New York, campus to meet expected demand for U.S.-made essential chips across a broad range of markets and applications including automotive, AI in the data center and at the edge, as well as aerospace and defense. The two New York-based projects are expected to triple the existing capacity of GF’s Malta campus over the next 10-plus years, in alignment with expected market requirements and customer demand. Construction of the new fab will leverage the GF site’s existing infrastructure and ecosystem, enabling a fast and efficient path from construction to production. In aggregate, these projects represent more than $13 billion of investment over the next 10-plus years across GF’s two U.S. sites. This investment includes the $1.5 billion CHIPS and Science Act award, more than $550 million in support from the New York State Green CHIPS Program, as well as funding and support from Vermont, GF ecosystem partners and key strategic customers, and other incentives. Combined, these investments are expected to create close to 1,000 direct manufacturing jobs and more than 9,000 construction jobs over the life of these projects. GF’s fabs in New York and Vermont are both Trusted Foundry accredited and manufacture secure chips in partnership with the U.S. government. As part of its CHIPS and Science Act award, to attract and cultivate a pipeline of semiconductor talent in New York and Vermont, GF will continue to invest in and develop new workforce development efforts including curriculum development, internship and apprenticeship programs, K-12 STEM outreach, as well as additional education and training programs. Consistent with GF’s longstanding commitment to communities and the environment, GF’s design and construction plans for its expansions and modernizations in New York and Vermont will reflect the company’s sustainability goals for future operations. Major Estimate Revision • Nov 12
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.05 to US$1.19. Revenue forecast steady at US$6.75b. Net income forecast to grow 9.0% next year vs 23% growth forecast for Semiconductor industry in the US. Consensus price target down from US$52.35 to US$48.64. Share price was steady at US$42.09 over the past week. Price Target Changed • Nov 07
Price target decreased by 7.1% to US$48.64 Down from US$52.35, the current price target is an average from 17 analysts. New target price is 7.4% above last closing price of US$45.27. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.19 for next year compared to US$1.85 last year. Reported Earnings • Nov 05
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: US$0.32 (down from US$0.45 in 3Q 2023). Revenue: US$1.74b (down 6.1% from 3Q 2023). Net income: US$177.0m (down 29% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 31%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. 
