View ValuationGLOBALFOUNDRIES 향후 성장Future 기준 점검 4/6GLOBALFOUNDRIES (는) 각각 연간 23.9% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.5% 로 예상됩니다.핵심 정보23.9%이익 성장률24.64%EPS 성장률Semiconductor 이익 성장30.4%매출 성장률9.9%향후 자기자본이익률11.54%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES 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.공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries 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.공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries 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.공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries 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.공시 • May 09GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2024GLOBALFOUNDRIES Inc. provided earnings guidance for the second quarter of 2024. For the quarter, the company expects Net revenue of $1,590 million - $1,640 million, Operating profit of $94 million - $168 million, Net income of $78 million - $146 million, Net income margin (mid-point) of 6.9%, and Diluted EPS of $0.14 - $0.26.공시 • Nov 08GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Fourth Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects Net revenue in the range of $1,825 million - $1,875 million, Operating Profit in the range of $277 million - $349 million, Net Income in the range of $246 million - $318 million and Diluted EPS in the range of $0.44 - $0.57.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €73.48, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 38x in the Semiconductor industry in Germany. Total returns to shareholders of 46% over the past three years.공시 • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES 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.공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES 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 06First quarter 2026 earnings released: EPS: US$0.19 (vs US$0.38 in 1Q 2025)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 is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. 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 5% per year, which means it is well ahead of earnings.공시 • May 05GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged OpticsGlobalFoundries 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 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €62.97, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 40x in the Semiconductor industry in Germany. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.53 per share.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €49.80, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 35x in the Semiconductor industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.80 per share.Buy Or Sell Opportunity • Apr 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €40.96. The fair value is estimated to be €32.75, 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.공시 • Mar 31GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026Buy Or Sell Opportunity • Mar 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €40.12. The fair value is estimated to be €33.28, 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.공시 • Mar 12+ 1 more updateGLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $42공시 • Mar 10GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive ApplicationsGlobalFoundries 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.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Mar 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €39.99. The fair value is estimated to be €33.06, 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.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.62, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Semiconductor industry in Germany. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.08 per share.Buy Or Sell Opportunity • Feb 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to €41.03. The fair value is estimated to be €33.04, 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 8.1% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공시 • Feb 11+ 2 more updatesGlobalFoundries Inc. Announces Niels Anderskouv Intends to Resign as President and Chief Operating Office, Effective March 2, 2026On February 11, 2026, GlobalFoundries Inc. announced that Niels Anderskouv intends to resign as President and Chief Operating Officer of the Company, effective as of March 2, 2026, to pursue another professional opportunity. Mr. Anderskouv’s decision to resign did not result from any dispute or disagreement with the Company, including with respect to any matters relating to the Company’s operations or policies. The responsibilities of President and Chief Operating Officer will be assumed by Mr. Breen and other members of the executive leadership team.공시 • Feb 05GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026GLOBALFOUNDRIES 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.공시 • Jan 15Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026GlobalFoundries 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.공시 • Jan 07GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026GlobalFoundries Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2026Buy Or Sell Opportunity • Jan 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €33.69. The fair value is estimated to be €26.77, 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.공시 • Dec 11GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025GlobalFoundries 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.Buy Or Sell Opportunity • Dec 05Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €33.75. The fair value is estimated to be €27.50, 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.공시 • Nov 18GlobalFoundries 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 14Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.32 in 3Q 2024)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 is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries 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.공시 • Oct 28GlobalFoundries Inc. Announces Chief Financial Officer ChangesGlobalFoundries 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.공시 • Oct 08GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025공시 • Aug 28+ 1 more updateGlobalFoundries Inc Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communications and Industrial ApplicationsGlobalFoundries Inc. announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company's highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 130CBIC delivers unmatched performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz--making it the only high-performance SiGe platform capable of addressing multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications and industrial IoT. Developed and manufactured at GF's facility in Burlington, Vermont, 130CBIC is optimized to push the limits of RF performance in connected applications while reducing cost. For cellular smartphones, the platform enables low-noise amplifiers (LNAs) that reduce current consumption while maintaining ultra-low noise figure, helping to reduce battery drain. In the datacenter, the platform's high-performance PNP transistors enable innovative amplifier topologies that deliver high gain-bandwidth at lower power for high-speed analog and optical networking. The platform also supports advanced mmWave industrial radar applications exceeding 100GHz, enabling high resolution sensing and distance ranging in a reduced form factor. 130CBIC is available for prototyping through GF's GlobalShuttle multi-project wafer program, with shuttles scheduled through 2025 and 2026. RF reference designs are available through GF's self-service GF Connect portal to help jumpstart the design process.공시 • Aug 14GlobalFoundries 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.Buy Or Sell Opportunity • Aug 12Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €28.13. The fair value is estimated to be €23.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.28 in 2Q 2024)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 is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. 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 17% per year, which means it has not declined as severely as earnings.공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries 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.공시 • Jul 09GlobalFoundries 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.공시 • Jul 02GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025공시 • Jun 20GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United StatesReported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.38 (vs US$0.24 in 1Q 2024)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 is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. 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 16% per year, which means it has not declined as severely as earnings.공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries 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 03Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at €31.26. The fair value is estimated to be €40.91, 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.공시 • Apr 02+ 1 more updateGlobalFoundries Inc. to Report Q1, 2025 Results on May 06, 2025GlobalFoundries Inc. announced that they will report Q1, 2025 results on May 06, 2025Board Change • Apr 01Insufficient new directorsThere 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 22Full year 2024 earnings released: US$0.48 loss per share (vs US$1.85 profit in FY 2023)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 is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. 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.공시 • Feb 12+ 1 more updateGlobalFoundries Inc. Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024GlobalFoundries Inc. announced impairment charges for the fourth quarter ended December 31, 2024. In the fourth quarter 2024, the company recorded a $935 million impairment charge on the long-lived assets relating to legacy investments in production capacity at its facility in Malta, New York. GF undertook this action pursuant to the diversification of its long-term manufacturing technology platform roadmap in Malta, which is consistent with the Company’s previously communicated technology transfer strategy needed to meet expected long-term customer demand. Since such impairment is not expected to be a recurring event, the Company believes this additional adjustment to Non-IFRS metrics better enables management and investors to make more meaningful comparisons of fourth quarter 2024 results against prior periods.공시 • Feb 06GlobalFoundries Inc. Announces Chief Executive Officer Changes, Effective April 28, 2025GlobalFoundries 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.공시 • Feb 05Globalfoundries Inc. Announces Management Changes, Effective April 28, 2025GlobalFoundries 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.공시 • Jan 08GlobalFoundries Inc. to Report Q4, 2024 Results on Feb 11, 2025GlobalFoundries Inc. announced that they will report Q4, 2024 results on Feb 11, 2025공시 • Jan 02GlobalFoundries and IBM Announce Settlement and Resolution of All Litigation MattersGlobalFoundries 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.공시 • Nov 20GlobalFoundries and U.S. Department of Commerce Announce Award Agreement on CHIPS Act Funding for Essential Chip ManufacturingGlobalFoundries (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.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €39.92, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.07 per share.Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.32 (vs US$0.45 in 3Q 2023)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 is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. 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 9% per year, which means it is significantly lagging earnings.공시 • Oct 07GlobalFoundries Inc. to Report Q3, 2024 Results on Nov 05, 2024GlobalFoundries Inc. announced that they will report Q3, 2024 results on Nov 05, 2024공시 • Sep 11Globalfoundries Inc. Announces Board ChangesOn September 8, 2024, the board of directors (the "Board") of GLOBALFOUNDRIES Inc. elected Camilla Languille as a new member of the Board and of each of the Board's People and Compensation Committee and Strategy and Technology Committee. Ms. Languille is currently the Co-Deputy Chief Executive Officer of Mubadala Investment Company’s Direct Investments platform ("Mubadala"), the Company's majority shareholder. Ms. Languille will serve as a Class I director, with an initial term expiring at the Company's 2025 annual general meeting of shareholders. Ms. Languille was elected as a member of the Board to replace Ahmed Saeed Al Calily as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala. Mr. Al Calily’s resignation is effective on the same day and was not due to any disagreement between Mr. Al Calily and the Company on any matter related to the operations, policies or practices of the Company. Ms. Languille’s compensation for her role as a director on the Board will be the same as the compensation paid to each other non-employee director for their service on the Board.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.28 (vs US$0.43 in 2Q 2023)Second quarter 2024 results: EPS: US$0.28 (down from US$0.43 in 2Q 2023). Revenue: US$1.63b (down 12% from 2Q 2023). Net income: US$155.0m (down 35% from 2Q 2023). Profit margin: 9.5% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany.공시 • Jul 09GlobalFoundries Inc. to Report Q2, 2024 Results on Aug 06, 2024GlobalFoundries Inc. announced that they will report Q2, 2024 results on Aug 06, 2024공시 • Jun 22GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024. Location: 140 east 45lh street, 41s` floor, new york 10017., new york United States공시 • May 24GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $950 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $950 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,719,212 Price\Range: $50.75공시 • May 23GLOBALFOUNDRIES Inc. has filed a Follow-on Equity Offering.GLOBALFOUNDRIES Inc. has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 950,000,000공시 • May 09GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2024GLOBALFOUNDRIES Inc. provided earnings guidance for the second quarter of 2024. For the quarter, the company expects Net revenue of $1,590 million - $1,640 million, Operating profit of $94 million - $168 million, Net income of $78 million - $146 million, Net income margin (mid-point) of 6.9%, and Diluted EPS of $0.14 - $0.26.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: US$1.85 (vs US$2.69 in FY 2022)Full year 2023 results: EPS: US$1.85 (down from US$2.69 in FY 2022). Revenue: US$7.39b (down 8.8% from FY 2022). Net income: US$1.02b (down 30% from FY 2022). Profit margin: 14% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany.Board Change • Apr 15Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 06GLOBALFOUNDRIES Inc. to Report Q1, 2024 Results on May 07, 2024GLOBALFOUNDRIES Inc. announced that they will report Q1, 2024 results on May 07, 2024공시 • Feb 20The U.S. Department of Commerce Announces $1.5 Billion in Planned Direct Funding for GlobalFoundries IncThe U.S. Department of Commerce announced $1.5 billion in planned direct funding for GlobalFoundries as part of the U.S. CHIPS and Science Act. This investment will enable GF to expand and create new manufacturing capacity and capabilities to securely produce more essential chips for automotive, IoT, aerospace, defense, and other vital markets. New York-headquartered GF, celebrating its 15th year of operations, is the only U.S.-based pure play foundry with a global manufacturing footprint including facilities in the U.S., Europe, and Singapore. GF is the first semiconductor pure play foundry to receive a major award (over $1.5 billion) from the CHIPS and Science Act, designed to strengthen American semiconductor manufacturing, supply chains and national security. The proposed funding will support three GF projects: Expansion of GF’s existing Malta, NY, fab by adding critical technologies already in production in GF’s Singapore and Germany facilities geared towards enabling the U.S. auto industry. As vehicles transition from mechanical to electronic systems, the number of semiconductor chips in each car or truck continues to soar. This expansion is key to ensuring supply chain resilience for the growing demand and to delivering for GF’s automotive customers including General Motors. This will continue to diversify GF’s Malta fab into new technologies and end markets. Construction of a new fab on the Malta campus to meet expected customer demand for U.S.-made essential chips across a broad range of markets and applications including automotive, aerospace, defense and AI. The new fab, which has already been granted some necessary permitting, will leverage the site’s existing infrastructure and ecosystem, enabling a fast and efficient path from construction to production. The semiconductor market is expected to double over the next decade, and GF’s new fab will be uniquely positioned to capture the mature, essential chip segment which is expected to continue to represent more than 60% of the semiconductor market. Construction of this new fab combined with expansion of GF’s existing site is expected to triple the existing capacity of the Malta campus over the next 10+ years. These two projects are expected to increase wafer production to 1 million per year once all phases are complete. Modernization of GF’s longest continuously operated fab and the nation’s first and largest Trusted 200mm facility in Essex Junction, Vermont. The project will upgrade existing facilities, expand capacity as well as create the first U.S. facility capable of high-volume manufacturing of next-generation gallium nitride (GaN) semiconductors for use in electric vehicles, power grids, data centers, 5G and 6G smartphones and other critical technologies. Based on market requirements and demand, GF plans to invest more than $12 billion over the next 10 plus years across its two U.S. sites through public-private partnerships with support from the federal and state governments as well as from its ecosystem partners, including key strategic customers. In support of the two Malta, New York projects, Governor Hochul announced $575 million in planned direct funding for New York State Green CHIPS. Also announced was $15 million in planned funding for NYS Workforce Development activities for GlobalFoundries as well as $30 million in planned funding for NYS Infrastructure upgrades and Energy incentives provided by the New York Power Authority (NYPA). Combined, these investments are expected to create over 1,500 manufacturing jobs and about 9,000 construction jobs over the life of these projects.Reported Earnings • Feb 14Full year 2023 earnings released: EPS: US$1.85 (vs US$2.69 in FY 2022)Full year 2023 results: EPS: US$1.85 (down from US$2.69 in FY 2022). Revenue: US$7.39b (down 8.8% from FY 2022). Net income: US$1.02b (down 30% from FY 2022). Profit margin: 14% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany.공시 • Jan 09GLOBALFOUNDRIES Inc. to Report Q4, 2023 Results on Feb 13, 2024GLOBALFOUNDRIES Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 13, 2024Board Change • Dec 22Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Dec 11GLOBALFOUNDRIES Inc. Announces Chief Financial Officer Changes, Effective February 5, 2024GlobalFoundries Inc. announced that John Hollister will join the company as Chief Financial Officer (CFO), effective February 5, 2024. Hollister, will be responsible for GF’s financial strategy and will lead the company’s global finance organization. Hollister joins GF from Silicon Labs where he has served as Senior Vice President and CFO for more than 10 years helping to lead the company’s growth in the broad-based semiconductor and Internet of Things (IoT) markets. He has been with Silicon Labs for nearly 20 years and held a variety of key financial management positions. He also served as Vice President of Manufacturing for Silicon Labs’ Asia Operations, based in Singapore for five years and later served as Vice President of Corporate Development, driving the company's IoT acquisition strategy. Prior to joining Silicon Labs, Hollister served as Vice President of Finance at Cicada Semiconductor and held various finance positions at Cirrus Logic, Veritas DGC, and 3-D Geophysical. Hollister began his career in the audit practice of PricewaterhouseCoopers LLP and has been an active CPA for nearly 30 years. He holds a master’s degree in professional accounting from the University of Texas at Austin. Hollister succeeds David Reeder who announced his intentions to leave GF earlier this year. Both John and David will transition to their new roles in early February 2024.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: US$0.45 (vs US$0.62 in 3Q 2022)Third quarter 2023 results: EPS: US$0.45 (down from US$0.62 in 3Q 2022). Revenue: US$1.85b (down 11% from 3Q 2022). Net income: US$249.0m (down 26% from 3Q 2022). Profit margin: 13% (down from 16% in 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany.공시 • Nov 08GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Fourth Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects Net revenue in the range of $1,825 million - $1,875 million, Operating Profit in the range of $277 million - $349 million, Net Income in the range of $246 million - $318 million and Diluted EPS in the range of $0.44 - $0.57.공시 • Oct 19GLOBALFOUNDRIES Inc. Awards $35 Million Funding from U.S. Government to Accelerate Manufacturing of Next-Generation Gan ChipsGlobalFoundries (GF) has been awarded $35 million in federal funding from the U.S. government to accelerate the manufacturing of GF’s differentiated gallium nitride (GaN) on silicon semiconductors at its facility in Essex Junction, Vermont. This funding brings GF closer to large-scale production of GaN chips, which are unique in their ability to handle high voltages and temperatures. These chips are positioned to enable game-changing performance and efficiency in 5G and 6G cellular communications for infrastructure and handsets, automotive and industrial Internet of things (IoT), as well as power grids and other critical infrastructure. With the new $35 million in funding, awarded by the Department of Defense’s Trusted Access Program Office (TAPO), GF plans to purchase additional tools to expand development and prototyping capabilities, moving closer to at-scale 200mm GaN-on-silicon semiconductor manufacturing. As part of the investment, GF plans to implement new capabilities for reducing the exposure of GF and its customers to supply chain constraints of gallium, while improving the speed of development, assurance of supply and competitiveness of U.S-made GaN chips. The funding builds on years of collaboration with the U.S. government – including $40 million in support from 2020-2022 – that leverages the talent of GF's Vermont team and their 200mm semiconductor manufacturing experience, and applies it to GaN-on-silicon manufacturing. 200mm is state-of-the-art for GaN chip technology. GF’s facility in Essex Junction, Vermont, near Burlington, was among the first major semiconductor manufacturing sites in the United States. Around 1,800 GF employees work at the site. Built on GF’s differentiated technologies, these GF-made chips are used in smartphones, automobiles, and communications infrastructure applications around the world. The facility is a DMEA accredited Trusted Foundry and manufactures secure chips in partnership with the U.S. Department of Defense, for use in some of the nation’s most sensitive aerospace and defense systems.공시 • Oct 05GLOBALFOUNDRIES Inc. to Report Q3, 2023 Results on Nov 07, 2023GLOBALFOUNDRIES Inc. announced that they will report Q3, 2023 results on Nov 07, 2023공시 • Sep 28+ 1 more updateGlobalFoundries® and Microchip Announce Microchip’s 28-nm SuperFlash® Embedded Flash Memory Solution in ProductionGlobalFoundries and Microchip’s Silicon Storage Technology® announced the immediate release to production of the SST ESF3 third-generation embedded SuperFlash technology NVM solution in the GF 28SLPe foundry process. GF has established a new industry benchmark for implementing SST’s widely deployed ESF3 SuperFlash technology. This implementation delivers the following capabilities and benefits: Lowest cost 28-nm HKMG ESF3 solution with only 10 masks added, including true 5V IO CMOS devices; Highly competitive SST ESF3 bit cell size of less than 0.05 micron squared; Operating temperature rating of -40°C to 125°C; Sub-25 nanosecond (ns) read access times, 10-microsecond program times and four millisecond erase times; Endurance exceeding 100,000 program/erase cycles; No impact to design flows using GF 28SLPe platform-qualified IP (EG flow); Immediate availability of off-the-shelf macros from four megabits (Mb) to 32 Mb; Access to custom macro design support from SST or GF. Use cases for embedded flash are exploding with the drive for increased intelligence at the edge. Embedded memory for secure code storage, over-the-air-updates and enhanced functionality is on the rise in a wide range of applications in home and industrial IoT as well as smart mobile devices. Innovative platforms are required to meet these needs.Board Change • Aug 30Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Aug 09Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects net revenue to be in the range of $1,825 million - $1,870 million, operating profit to be in the range of $227 million - $287 million, net income to be in the range of $204 million - $262 million and diluted EPS to be in the range of $0.37 - $0.47.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$0.43 (vs US$0.49 in 2Q 2022)Second quarter 2023 results: EPS: US$0.43 (down from US$0.49 in 2Q 2022). Revenue: US$1.85b (down 7.4% from 2Q 2022). Net income: US$240.0m (down 9.1% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany.공시 • Jul 12GlobalFoundries Announces CFO ChangesGlobalFoundries announced that Tim Stone and GF have agreed that he will not assume his duties as CFO for GF and will depart the company effective July 11th. David Reeder will remain as GF's CFO through the end of the year, to support the selection of a new CFO and ensure an orderly transition to new financial leadership.공시 • Jul 06GLOBALFOUNDRIES Inc. to Report Q2, 2023 Results on Aug 08, 2023GLOBALFOUNDRIES Inc. announced that they will report Q2, 2023 results on Aug 08, 2023Board Change • Jun 26Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 24GLOBALFOUNDRIES Inc., Annual General Meeting, Aug 02, 2023GLOBALFOUNDRIES Inc., Annual General Meeting, Aug 02, 2023, at 08:00 US Eastern Standard Time. Location: Greenberg Traurig LLP, One Vanderbilt Avenue, 29th Floor New York New York United States Agenda: To elect the below nominees as Class II directors of the Company, each to serve for a three-year term, or until such person resigns or is removed in accordance with the terms of the Company's Amended and Restated Memorandum and Articles of Association: Martin L. Edelman, David Kerko, Jack Lazar, Carlos Obeid; to ratify the appointment of KPMG LLP as company's independent public accounting firm for 2023; and to consider and act upon such other business as may properly come before the AGM or any adjournment or postponement.공시 • May 10+ 2 more updatesGlobalfoundries Announces the Appointment of Niels Anderskouv as the New Chief Business OfficerGlobalFoundries announced the appointment of Niels Anderskouv as the new Chief Business Officer (CBO). Industry veteran, Niels Anderskouv joins as Chief Business Officer. Anderskouv will be responsible for driving GF’s business strategy, including product and technology roadmap, sales, and go-to-market execution. He has an extensive career in the semiconductor industry with more than 25 years of experience spanning engineering, executive management, and global leadership. He joins GF after serving as SVP and Executive Officer at Texas Instruments, where he was responsible for the company’s multi-billion-dollar Analog Power business and brings deep expertise in power management, analog and mixed-signal technologies.Reported Earnings • Apr 17Full year 2022 earnings released: EPS: US$2.69 (vs US$0.49 loss in FY 2021)Full year 2022 results: EPS: US$2.69 (up from US$0.49 loss in FY 2021). Revenue: US$8.11b (up 23% from FY 2021). Net income: US$1.45b (up US$1.70b from FY 2021). Profit margin: 18% (up from net loss in FY 2021). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Germany.공시 • Feb 15GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the First Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the first quarter of 2023. For the quarter, on IFRS basis, the company expects net revenue to be in the range of $1,810 million to $1,850 million, operating profit to be in the range of $233 million to $282 million, net income to be in the range of $202 million to $257 million and diluted EPS to be in the range of $0.36 to $0.46.Reported Earnings • Feb 14Full year 2022 earnings released: EPS: US$2.69 (vs US$0.49 loss in FY 2021)Full year 2022 results: EPS: US$2.69 (up from US$0.49 loss in FY 2021). Revenue: US$8.11b (up 23% from FY 2021). Net income: US$1.45b (up US$1.70b from FY 2021). Profit margin: 18% (up from net loss in FY 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany.공시 • Jan 07GLOBALFOUNDRIES Inc. to Report Q4, 2022 Results on Feb 14, 2023GLOBALFOUNDRIES Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023Reported Earnings • Nov 24Third quarter 2022 earnings released: EPS: US$0.62 (vs US$0.012 in 3Q 2021)Third quarter 2022 results: EPS: US$0.62 (up from US$0.012 in 3Q 2021). Revenue: US$2.07b (up 22% from 3Q 2021). Net income: US$337.0m (up US$331.0m from 3Q 2021). Profit margin: 16% (up from 0.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany.공시 • Nov 22GlobalFoundries Appoints Ashlie Wallace as Senior Vice President of Global Supply Chain, Effective November 28, 2022GlobalFoundries announced the appointment of Ashlie Wallace as Senior Vice President of Global Supply Chain, effective November 28, 2022. In this role, Ms. Wallace will spearhead GF's global supply chain operations including logistics, supply planning, sourcing, and procurement to drive operational efficiency that will support the company's continued growth. With more than 15 years of experience in technology procurement and supply chain management, Ms. Wallace was most recently Vice President of Services Supply Chain and Global Logistics for Cisco, responsible for global logistics operations and the service supply chain. Prior to Cisco, Ms. Wallace served in various leadership positions at Dell Technologies including Vice President of Global Server Procurement and Vice President of Global Inventory Management. Ms. Wallace earned her Master of Business Administration from University of California, Los Angeles and received a Bachelor of Arts in International Studies from Texas State University.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 09GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Fourth Quarter of 2022GLOBALFOUNDRIES Inc. provided earnings guidance for the fourth quarter of 2022. For the quarter, on IFRS basis, the company expects net revenue to be in the range of $2,050 million to $2,100 million, operating profit to be in the range of $323 million to $390 million, net income to be in the range of $645 million to $770 million and diluted EPS to be in the range of $1.16 to $1.39.공시 • Oct 04GLOBALFOUNDRIES Inc. to Report Q3, 2022 Results on Nov 08, 2022GLOBALFOUNDRIES Inc. announced that they will report Q3, 2022 results on Nov 08, 2022이익 및 매출 성장 예측BST:76J - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,9451,4351,2752,9991112/31/20278,0661,1111,0642,3501812/31/20267,2677568392,115203/31/20266,8407781,0741,942N/A12/31/20256,7918851,0091,731N/A9/30/20256,791-441,1651,814N/A6/30/20256,842-1159721,594N/A3/31/20256,786-1881,0031,565N/A12/31/20246,750-2651,0971,722N/A9/30/20246,7747421,2311,949N/A6/30/20246,8878141,1101,990N/A3/31/20247,1008999542,134N/A12/31/20237,3921,0203212,125N/A9/30/20237,6391,411-6351,932N/A6/30/20237,8611,499-6612,195N/A3/31/20238,0091,523-1,0112,258N/A12/31/20228,1081,448-4352,624N/A9/30/20227,8548235633,280N/A6/30/20227,4804921,2143,711N/A3/31/20227,107551,4283,536N/A12/31/20216,585-2501,0722,839N/A9/30/20215,800-8155711,892N/A6/30/20215,191-1,114-21,049N/A3/31/20214,920-1,207123884N/A12/31/20204,851-1,3504121,004N/A12/31/20195,813-1,371N/A497N/A12/31/20186,196-2,554N/A279N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 76J 의 연간 예상 수익 증가율(23.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 76J 의 연간 수익(23.9%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 76J 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 76J 의 수익(연간 9.9%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 76J 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 76J의 자본 수익률은 3년 후 11.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 19:58종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GLOBALFOUNDRIES Inc.는 26명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Janco VenterArete Research Services LLPTristan GerraBairdDavid O'ConnorBNP Paribas23명의 분석가 더 보기
공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES 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.
공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries 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.
공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries 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.
공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries 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.
공시 • May 09GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2024GLOBALFOUNDRIES Inc. provided earnings guidance for the second quarter of 2024. For the quarter, the company expects Net revenue of $1,590 million - $1,640 million, Operating profit of $94 million - $168 million, Net income of $78 million - $146 million, Net income margin (mid-point) of 6.9%, and Diluted EPS of $0.14 - $0.26.
공시 • Nov 08GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Fourth Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects Net revenue in the range of $1,825 million - $1,875 million, Operating Profit in the range of $277 million - $349 million, Net Income in the range of $246 million - $318 million and Diluted EPS in the range of $0.44 - $0.57.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €73.48, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 38x in the Semiconductor industry in Germany. Total returns to shareholders of 46% over the past three years.
공시 • May 10GLOBALFOUNDRIES Inc. Announces First-Ever Quarterly Dividend, Payable on July 14, 2026GLOBALFOUNDRIES 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.
공시 • May 07GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2026GLOBALFOUNDRIES 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 06First quarter 2026 earnings released: EPS: US$0.19 (vs US$0.38 in 1Q 2025)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 is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. 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 5% per year, which means it is well ahead of earnings.
공시 • May 05GlobalFoundries Introduces Scale Optical Module Solution For Co-Packaged OpticsGlobalFoundries 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 05Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €62.97, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 40x in the Semiconductor industry in Germany. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.53 per share.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €49.80, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 35x in the Semiconductor industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.80 per share.
Buy Or Sell Opportunity • Apr 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €40.96. The fair value is estimated to be €32.75, 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.
공시 • Mar 31GLOBALFOUNDRIES Inc. to Report Q1, 2026 Results on May 05, 2026GLOBALFOUNDRIES Inc. announced that they will report Q1, 2026 results on May 05, 2026
Buy Or Sell Opportunity • Mar 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €40.12. The fair value is estimated to be €33.28, 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.
공시 • Mar 12+ 1 more updateGLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $840 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $42
공시 • Mar 10GlobalFoundries Inc. Announces Availability Of AutoPro150 EMRAM Technology On Enhanced FDX Platform For Advanced Automotive ApplicationsGlobalFoundries 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.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Mar 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €39.99. The fair value is estimated to be €33.06, 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.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.62, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Semiconductor industry in Germany. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.08 per share.
Buy Or Sell Opportunity • Feb 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to €41.03. The fair value is estimated to be €33.04, 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 8.1% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공시 • Feb 11+ 2 more updatesGlobalFoundries Inc. Announces Niels Anderskouv Intends to Resign as President and Chief Operating Office, Effective March 2, 2026On February 11, 2026, GlobalFoundries Inc. announced that Niels Anderskouv intends to resign as President and Chief Operating Officer of the Company, effective as of March 2, 2026, to pursue another professional opportunity. Mr. Anderskouv’s decision to resign did not result from any dispute or disagreement with the Company, including with respect to any matters relating to the Company’s operations or policies. The responsibilities of President and Chief Operating Officer will be assumed by Mr. Breen and other members of the executive leadership team.
공시 • Feb 05GLOBALFOUNDRIES Inc. Appoints Samer Halawa As Board Member And Strategy & Investment Committee Member, Effective February 3, 2026GLOBALFOUNDRIES 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.
공시 • Jan 15Globalfoundries Appoints Ganesh Moorthy to Board of Directors, Effective from January 15, 2026GlobalFoundries 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.
공시 • Jan 07GlobalFoundries Inc. to Report Q4, 2025 Results on Feb 11, 2026GlobalFoundries 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 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €33.69. The fair value is estimated to be €26.77, 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.
공시 • Dec 11GlobalFoundries Inc. Appoints Sam Franklin as Chief Financial Officer, Effective December 10, 2025GlobalFoundries 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.
Buy Or Sell Opportunity • Dec 05Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €33.75. The fair value is estimated to be €27.50, 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.
공시 • Nov 18GlobalFoundries 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 14Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.32 in 3Q 2024)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 is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
공시 • Nov 12GlobalFoundries Inc. Provides Earnings Guidance for the Fourth Quarter of 2025GlobalFoundries 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.
공시 • Oct 28GlobalFoundries Inc. Announces Chief Financial Officer ChangesGlobalFoundries 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.
공시 • Oct 08GlobalFoundries Inc. to Report Q3, 2025 Results on Nov 12, 2025GlobalFoundries Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 12, 2025
공시 • Aug 28+ 1 more updateGlobalFoundries Inc Announces Production Release of 130CBIC SiGe Platform for High-Performance Smart Mobile, Communications and Industrial ApplicationsGlobalFoundries Inc. announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company's highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 130CBIC delivers unmatched performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz--making it the only high-performance SiGe platform capable of addressing multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications and industrial IoT. Developed and manufactured at GF's facility in Burlington, Vermont, 130CBIC is optimized to push the limits of RF performance in connected applications while reducing cost. For cellular smartphones, the platform enables low-noise amplifiers (LNAs) that reduce current consumption while maintaining ultra-low noise figure, helping to reduce battery drain. In the datacenter, the platform's high-performance PNP transistors enable innovative amplifier topologies that deliver high gain-bandwidth at lower power for high-speed analog and optical networking. The platform also supports advanced mmWave industrial radar applications exceeding 100GHz, enabling high resolution sensing and distance ranging in a reduced form factor. 130CBIC is available for prototyping through GF's GlobalShuttle multi-project wafer program, with shuttles scheduled through 2025 and 2026. RF reference designs are available through GF's self-service GF Connect portal to help jumpstart the design process.
공시 • Aug 14GlobalFoundries 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.
Buy Or Sell Opportunity • Aug 12Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to €28.13. The fair value is estimated to be €23.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.41 (vs US$0.28 in 2Q 2024)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 is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. 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 17% per year, which means it has not declined as severely as earnings.
공시 • Aug 05Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2025GlobalFoundries 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.
공시 • Jul 09GlobalFoundries 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.
공시 • Jul 02GlobalFoundries Inc. to Report Q2, 2025 Results on Aug 05, 2025GlobalFoundries Inc. announced that they will report Q2, 2025 results on Aug 05, 2025
공시 • Jun 20GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025GlobalFoundries Inc., Annual General Meeting, Jul 29, 2025. Location: 140 east 45th street, 41s` floor, new york 10017, new york United States
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.38 (vs US$0.24 in 1Q 2024)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 is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. 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 16% per year, which means it has not declined as severely as earnings.
공시 • May 06GlobalFoundries Inc. Provides Earnings Guidance for the Second Quarter of 2025GlobalFoundries 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 03Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at €31.26. The fair value is estimated to be €40.91, 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.
공시 • Apr 02+ 1 more updateGlobalFoundries Inc. to Report Q1, 2025 Results on May 06, 2025GlobalFoundries Inc. announced that they will report Q1, 2025 results on May 06, 2025
Board Change • Apr 01Insufficient new directorsThere 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 22Full year 2024 earnings released: US$0.48 loss per share (vs US$1.85 profit in FY 2023)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 is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. 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.
공시 • Feb 12+ 1 more updateGlobalFoundries Inc. Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024GlobalFoundries Inc. announced impairment charges for the fourth quarter ended December 31, 2024. In the fourth quarter 2024, the company recorded a $935 million impairment charge on the long-lived assets relating to legacy investments in production capacity at its facility in Malta, New York. GF undertook this action pursuant to the diversification of its long-term manufacturing technology platform roadmap in Malta, which is consistent with the Company’s previously communicated technology transfer strategy needed to meet expected long-term customer demand. Since such impairment is not expected to be a recurring event, the Company believes this additional adjustment to Non-IFRS metrics better enables management and investors to make more meaningful comparisons of fourth quarter 2024 results against prior periods.
공시 • Feb 06GlobalFoundries Inc. Announces Chief Executive Officer Changes, Effective April 28, 2025GlobalFoundries 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.
공시 • Feb 05Globalfoundries Inc. Announces Management Changes, Effective April 28, 2025GlobalFoundries 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.
공시 • Jan 08GlobalFoundries Inc. to Report Q4, 2024 Results on Feb 11, 2025GlobalFoundries Inc. announced that they will report Q4, 2024 results on Feb 11, 2025
공시 • Jan 02GlobalFoundries and IBM Announce Settlement and Resolution of All Litigation MattersGlobalFoundries 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.
공시 • Nov 20GlobalFoundries and U.S. Department of Commerce Announce Award Agreement on CHIPS Act Funding for Essential Chip ManufacturingGlobalFoundries (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.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €39.92, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.07 per share.
Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.32 (vs US$0.45 in 3Q 2023)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 is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. 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 9% per year, which means it is significantly lagging earnings.
공시 • Oct 07GlobalFoundries Inc. to Report Q3, 2024 Results on Nov 05, 2024GlobalFoundries Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
공시 • Sep 11Globalfoundries Inc. Announces Board ChangesOn September 8, 2024, the board of directors (the "Board") of GLOBALFOUNDRIES Inc. elected Camilla Languille as a new member of the Board and of each of the Board's People and Compensation Committee and Strategy and Technology Committee. Ms. Languille is currently the Co-Deputy Chief Executive Officer of Mubadala Investment Company’s Direct Investments platform ("Mubadala"), the Company's majority shareholder. Ms. Languille will serve as a Class I director, with an initial term expiring at the Company's 2025 annual general meeting of shareholders. Ms. Languille was elected as a member of the Board to replace Ahmed Saeed Al Calily as a Mubadala nominee pursuant to the Shareholder's Agreement between the Company and Mubadala. Mr. Al Calily’s resignation is effective on the same day and was not due to any disagreement between Mr. Al Calily and the Company on any matter related to the operations, policies or practices of the Company. Ms. Languille’s compensation for her role as a director on the Board will be the same as the compensation paid to each other non-employee director for their service on the Board.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.28 (vs US$0.43 in 2Q 2023)Second quarter 2024 results: EPS: US$0.28 (down from US$0.43 in 2Q 2023). Revenue: US$1.63b (down 12% from 2Q 2023). Net income: US$155.0m (down 35% from 2Q 2023). Profit margin: 9.5% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany.
공시 • Jul 09GlobalFoundries Inc. to Report Q2, 2024 Results on Aug 06, 2024GlobalFoundries Inc. announced that they will report Q2, 2024 results on Aug 06, 2024
공시 • Jun 22GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024GLOBALFOUNDRIES Inc., Annual General Meeting, Jul 30, 2024. Location: 140 east 45lh street, 41s` floor, new york 10017., new york United States
공시 • May 24GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $950 million.GLOBALFOUNDRIES Inc. has completed a Follow-on Equity Offering in the amount of $950 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,719,212 Price\Range: $50.75
공시 • May 23GLOBALFOUNDRIES Inc. has filed a Follow-on Equity Offering.GLOBALFOUNDRIES Inc. has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 950,000,000
공시 • May 09GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Second Quarter of 2024GLOBALFOUNDRIES Inc. provided earnings guidance for the second quarter of 2024. For the quarter, the company expects Net revenue of $1,590 million - $1,640 million, Operating profit of $94 million - $168 million, Net income of $78 million - $146 million, Net income margin (mid-point) of 6.9%, and Diluted EPS of $0.14 - $0.26.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: US$1.85 (vs US$2.69 in FY 2022)Full year 2023 results: EPS: US$1.85 (down from US$2.69 in FY 2022). Revenue: US$7.39b (down 8.8% from FY 2022). Net income: US$1.02b (down 30% from FY 2022). Profit margin: 14% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany.
Board Change • Apr 15Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 06GLOBALFOUNDRIES Inc. to Report Q1, 2024 Results on May 07, 2024GLOBALFOUNDRIES Inc. announced that they will report Q1, 2024 results on May 07, 2024
공시 • Feb 20The U.S. Department of Commerce Announces $1.5 Billion in Planned Direct Funding for GlobalFoundries IncThe U.S. Department of Commerce announced $1.5 billion in planned direct funding for GlobalFoundries as part of the U.S. CHIPS and Science Act. This investment will enable GF to expand and create new manufacturing capacity and capabilities to securely produce more essential chips for automotive, IoT, aerospace, defense, and other vital markets. New York-headquartered GF, celebrating its 15th year of operations, is the only U.S.-based pure play foundry with a global manufacturing footprint including facilities in the U.S., Europe, and Singapore. GF is the first semiconductor pure play foundry to receive a major award (over $1.5 billion) from the CHIPS and Science Act, designed to strengthen American semiconductor manufacturing, supply chains and national security. The proposed funding will support three GF projects: Expansion of GF’s existing Malta, NY, fab by adding critical technologies already in production in GF’s Singapore and Germany facilities geared towards enabling the U.S. auto industry. As vehicles transition from mechanical to electronic systems, the number of semiconductor chips in each car or truck continues to soar. This expansion is key to ensuring supply chain resilience for the growing demand and to delivering for GF’s automotive customers including General Motors. This will continue to diversify GF’s Malta fab into new technologies and end markets. Construction of a new fab on the Malta campus to meet expected customer demand for U.S.-made essential chips across a broad range of markets and applications including automotive, aerospace, defense and AI. The new fab, which has already been granted some necessary permitting, will leverage the site’s existing infrastructure and ecosystem, enabling a fast and efficient path from construction to production. The semiconductor market is expected to double over the next decade, and GF’s new fab will be uniquely positioned to capture the mature, essential chip segment which is expected to continue to represent more than 60% of the semiconductor market. Construction of this new fab combined with expansion of GF’s existing site is expected to triple the existing capacity of the Malta campus over the next 10+ years. These two projects are expected to increase wafer production to 1 million per year once all phases are complete. Modernization of GF’s longest continuously operated fab and the nation’s first and largest Trusted 200mm facility in Essex Junction, Vermont. The project will upgrade existing facilities, expand capacity as well as create the first U.S. facility capable of high-volume manufacturing of next-generation gallium nitride (GaN) semiconductors for use in electric vehicles, power grids, data centers, 5G and 6G smartphones and other critical technologies. Based on market requirements and demand, GF plans to invest more than $12 billion over the next 10 plus years across its two U.S. sites through public-private partnerships with support from the federal and state governments as well as from its ecosystem partners, including key strategic customers. In support of the two Malta, New York projects, Governor Hochul announced $575 million in planned direct funding for New York State Green CHIPS. Also announced was $15 million in planned funding for NYS Workforce Development activities for GlobalFoundries as well as $30 million in planned funding for NYS Infrastructure upgrades and Energy incentives provided by the New York Power Authority (NYPA). Combined, these investments are expected to create over 1,500 manufacturing jobs and about 9,000 construction jobs over the life of these projects.
Reported Earnings • Feb 14Full year 2023 earnings released: EPS: US$1.85 (vs US$2.69 in FY 2022)Full year 2023 results: EPS: US$1.85 (down from US$2.69 in FY 2022). Revenue: US$7.39b (down 8.8% from FY 2022). Net income: US$1.02b (down 30% from FY 2022). Profit margin: 14% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany.
공시 • Jan 09GLOBALFOUNDRIES Inc. to Report Q4, 2023 Results on Feb 13, 2024GLOBALFOUNDRIES Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 13, 2024
Board Change • Dec 22Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Dec 11GLOBALFOUNDRIES Inc. Announces Chief Financial Officer Changes, Effective February 5, 2024GlobalFoundries Inc. announced that John Hollister will join the company as Chief Financial Officer (CFO), effective February 5, 2024. Hollister, will be responsible for GF’s financial strategy and will lead the company’s global finance organization. Hollister joins GF from Silicon Labs where he has served as Senior Vice President and CFO for more than 10 years helping to lead the company’s growth in the broad-based semiconductor and Internet of Things (IoT) markets. He has been with Silicon Labs for nearly 20 years and held a variety of key financial management positions. He also served as Vice President of Manufacturing for Silicon Labs’ Asia Operations, based in Singapore for five years and later served as Vice President of Corporate Development, driving the company's IoT acquisition strategy. Prior to joining Silicon Labs, Hollister served as Vice President of Finance at Cicada Semiconductor and held various finance positions at Cirrus Logic, Veritas DGC, and 3-D Geophysical. Hollister began his career in the audit practice of PricewaterhouseCoopers LLP and has been an active CPA for nearly 30 years. He holds a master’s degree in professional accounting from the University of Texas at Austin. Hollister succeeds David Reeder who announced his intentions to leave GF earlier this year. Both John and David will transition to their new roles in early February 2024.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: US$0.45 (vs US$0.62 in 3Q 2022)Third quarter 2023 results: EPS: US$0.45 (down from US$0.62 in 3Q 2022). Revenue: US$1.85b (down 11% from 3Q 2022). Net income: US$249.0m (down 26% from 3Q 2022). Profit margin: 13% (down from 16% in 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany.
공시 • Nov 08GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Fourth Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects Net revenue in the range of $1,825 million - $1,875 million, Operating Profit in the range of $277 million - $349 million, Net Income in the range of $246 million - $318 million and Diluted EPS in the range of $0.44 - $0.57.
공시 • Oct 19GLOBALFOUNDRIES Inc. Awards $35 Million Funding from U.S. Government to Accelerate Manufacturing of Next-Generation Gan ChipsGlobalFoundries (GF) has been awarded $35 million in federal funding from the U.S. government to accelerate the manufacturing of GF’s differentiated gallium nitride (GaN) on silicon semiconductors at its facility in Essex Junction, Vermont. This funding brings GF closer to large-scale production of GaN chips, which are unique in their ability to handle high voltages and temperatures. These chips are positioned to enable game-changing performance and efficiency in 5G and 6G cellular communications for infrastructure and handsets, automotive and industrial Internet of things (IoT), as well as power grids and other critical infrastructure. With the new $35 million in funding, awarded by the Department of Defense’s Trusted Access Program Office (TAPO), GF plans to purchase additional tools to expand development and prototyping capabilities, moving closer to at-scale 200mm GaN-on-silicon semiconductor manufacturing. As part of the investment, GF plans to implement new capabilities for reducing the exposure of GF and its customers to supply chain constraints of gallium, while improving the speed of development, assurance of supply and competitiveness of U.S-made GaN chips. The funding builds on years of collaboration with the U.S. government – including $40 million in support from 2020-2022 – that leverages the talent of GF's Vermont team and their 200mm semiconductor manufacturing experience, and applies it to GaN-on-silicon manufacturing. 200mm is state-of-the-art for GaN chip technology. GF’s facility in Essex Junction, Vermont, near Burlington, was among the first major semiconductor manufacturing sites in the United States. Around 1,800 GF employees work at the site. Built on GF’s differentiated technologies, these GF-made chips are used in smartphones, automobiles, and communications infrastructure applications around the world. The facility is a DMEA accredited Trusted Foundry and manufactures secure chips in partnership with the U.S. Department of Defense, for use in some of the nation’s most sensitive aerospace and defense systems.
공시 • Oct 05GLOBALFOUNDRIES Inc. to Report Q3, 2023 Results on Nov 07, 2023GLOBALFOUNDRIES Inc. announced that they will report Q3, 2023 results on Nov 07, 2023
공시 • Sep 28+ 1 more updateGlobalFoundries® and Microchip Announce Microchip’s 28-nm SuperFlash® Embedded Flash Memory Solution in ProductionGlobalFoundries and Microchip’s Silicon Storage Technology® announced the immediate release to production of the SST ESF3 third-generation embedded SuperFlash technology NVM solution in the GF 28SLPe foundry process. GF has established a new industry benchmark for implementing SST’s widely deployed ESF3 SuperFlash technology. This implementation delivers the following capabilities and benefits: Lowest cost 28-nm HKMG ESF3 solution with only 10 masks added, including true 5V IO CMOS devices; Highly competitive SST ESF3 bit cell size of less than 0.05 micron squared; Operating temperature rating of -40°C to 125°C; Sub-25 nanosecond (ns) read access times, 10-microsecond program times and four millisecond erase times; Endurance exceeding 100,000 program/erase cycles; No impact to design flows using GF 28SLPe platform-qualified IP (EG flow); Immediate availability of off-the-shelf macros from four megabits (Mb) to 32 Mb; Access to custom macro design support from SST or GF. Use cases for embedded flash are exploding with the drive for increased intelligence at the edge. Embedded memory for secure code storage, over-the-air-updates and enhanced functionality is on the rise in a wide range of applications in home and industrial IoT as well as smart mobile devices. Innovative platforms are required to meet these needs.
Board Change • Aug 30Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Aug 09Globalfoundries Inc. Provides Earnings Guidance for the Third Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects net revenue to be in the range of $1,825 million - $1,870 million, operating profit to be in the range of $227 million - $287 million, net income to be in the range of $204 million - $262 million and diluted EPS to be in the range of $0.37 - $0.47.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$0.43 (vs US$0.49 in 2Q 2022)Second quarter 2023 results: EPS: US$0.43 (down from US$0.49 in 2Q 2022). Revenue: US$1.85b (down 7.4% from 2Q 2022). Net income: US$240.0m (down 9.1% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany.
공시 • Jul 12GlobalFoundries Announces CFO ChangesGlobalFoundries announced that Tim Stone and GF have agreed that he will not assume his duties as CFO for GF and will depart the company effective July 11th. David Reeder will remain as GF's CFO through the end of the year, to support the selection of a new CFO and ensure an orderly transition to new financial leadership.
공시 • Jul 06GLOBALFOUNDRIES Inc. to Report Q2, 2023 Results on Aug 08, 2023GLOBALFOUNDRIES Inc. announced that they will report Q2, 2023 results on Aug 08, 2023
Board Change • Jun 26Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 24GLOBALFOUNDRIES Inc., Annual General Meeting, Aug 02, 2023GLOBALFOUNDRIES Inc., Annual General Meeting, Aug 02, 2023, at 08:00 US Eastern Standard Time. Location: Greenberg Traurig LLP, One Vanderbilt Avenue, 29th Floor New York New York United States Agenda: To elect the below nominees as Class II directors of the Company, each to serve for a three-year term, or until such person resigns or is removed in accordance with the terms of the Company's Amended and Restated Memorandum and Articles of Association: Martin L. Edelman, David Kerko, Jack Lazar, Carlos Obeid; to ratify the appointment of KPMG LLP as company's independent public accounting firm for 2023; and to consider and act upon such other business as may properly come before the AGM or any adjournment or postponement.
공시 • May 10+ 2 more updatesGlobalfoundries Announces the Appointment of Niels Anderskouv as the New Chief Business OfficerGlobalFoundries announced the appointment of Niels Anderskouv as the new Chief Business Officer (CBO). Industry veteran, Niels Anderskouv joins as Chief Business Officer. Anderskouv will be responsible for driving GF’s business strategy, including product and technology roadmap, sales, and go-to-market execution. He has an extensive career in the semiconductor industry with more than 25 years of experience spanning engineering, executive management, and global leadership. He joins GF after serving as SVP and Executive Officer at Texas Instruments, where he was responsible for the company’s multi-billion-dollar Analog Power business and brings deep expertise in power management, analog and mixed-signal technologies.
Reported Earnings • Apr 17Full year 2022 earnings released: EPS: US$2.69 (vs US$0.49 loss in FY 2021)Full year 2022 results: EPS: US$2.69 (up from US$0.49 loss in FY 2021). Revenue: US$8.11b (up 23% from FY 2021). Net income: US$1.45b (up US$1.70b from FY 2021). Profit margin: 18% (up from net loss in FY 2021). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Germany.
공시 • Feb 15GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the First Quarter of 2023GLOBALFOUNDRIES Inc. provided earnings guidance for the first quarter of 2023. For the quarter, on IFRS basis, the company expects net revenue to be in the range of $1,810 million to $1,850 million, operating profit to be in the range of $233 million to $282 million, net income to be in the range of $202 million to $257 million and diluted EPS to be in the range of $0.36 to $0.46.
Reported Earnings • Feb 14Full year 2022 earnings released: EPS: US$2.69 (vs US$0.49 loss in FY 2021)Full year 2022 results: EPS: US$2.69 (up from US$0.49 loss in FY 2021). Revenue: US$8.11b (up 23% from FY 2021). Net income: US$1.45b (up US$1.70b from FY 2021). Profit margin: 18% (up from net loss in FY 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany.
공시 • Jan 07GLOBALFOUNDRIES Inc. to Report Q4, 2022 Results on Feb 14, 2023GLOBALFOUNDRIES Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023
Reported Earnings • Nov 24Third quarter 2022 earnings released: EPS: US$0.62 (vs US$0.012 in 3Q 2021)Third quarter 2022 results: EPS: US$0.62 (up from US$0.012 in 3Q 2021). Revenue: US$2.07b (up 22% from 3Q 2021). Net income: US$337.0m (up US$331.0m from 3Q 2021). Profit margin: 16% (up from 0.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany.
공시 • Nov 22GlobalFoundries Appoints Ashlie Wallace as Senior Vice President of Global Supply Chain, Effective November 28, 2022GlobalFoundries announced the appointment of Ashlie Wallace as Senior Vice President of Global Supply Chain, effective November 28, 2022. In this role, Ms. Wallace will spearhead GF's global supply chain operations including logistics, supply planning, sourcing, and procurement to drive operational efficiency that will support the company's continued growth. With more than 15 years of experience in technology procurement and supply chain management, Ms. Wallace was most recently Vice President of Services Supply Chain and Global Logistics for Cisco, responsible for global logistics operations and the service supply chain. Prior to Cisco, Ms. Wallace served in various leadership positions at Dell Technologies including Vice President of Global Server Procurement and Vice President of Global Inventory Management. Ms. Wallace earned her Master of Business Administration from University of California, Los Angeles and received a Bachelor of Arts in International Studies from Texas State University.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Bobby Yerramilli-Rao was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 09GLOBALFOUNDRIES Inc. Provides Earnings Guidance for the Fourth Quarter of 2022GLOBALFOUNDRIES Inc. provided earnings guidance for the fourth quarter of 2022. For the quarter, on IFRS basis, the company expects net revenue to be in the range of $2,050 million to $2,100 million, operating profit to be in the range of $323 million to $390 million, net income to be in the range of $645 million to $770 million and diluted EPS to be in the range of $1.16 to $1.39.
공시 • Oct 04GLOBALFOUNDRIES Inc. to Report Q3, 2022 Results on Nov 08, 2022GLOBALFOUNDRIES Inc. announced that they will report Q3, 2022 results on Nov 08, 2022