GlobalFoundries

GFS

Market cap $19.9B

MALTA, N.Y. and TORRANCE, Calif.

GF's semiconductor technology, securely manufactured in the U.S., will be radiation-hardened by BAE Systems to withstand the harsh environment of space GF's semiconductor technology, securely manufactured in the U.S., will be radiation-hardened by BAE Systems to withstand the harsh environment of space

Chip manufacturer GlobalFoundries said on Monday it has acquired Advanced Micro Foundry (AMF), a Singapore-based chipmaker that focuses on silicon photonics, a fast-growing field that is being used in artificial intelligence data centers and quantum computers.

GF now the largest pure-play silicon photonics foundry, expanding global manufacturing capabilities to serve a broader customer base and meet the growing optical communication demands of AI datacenters GF now the largest pure-play silicon photonics foundry, expanding global manufacturing capabilities to serve a broader customer base and meet the growing optical communication demands of AI datacenters

MALTA, N.Y., Nov. 14, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a webinar for investors and analysts on Wednesday, December 3, 2025, at 10:00 a.m. ET.

GlobalFoundries Inc (NASDAQ:GFS) is entering a period of accelerating momentum as it benefits from a cyclical recovery, US manufacturing onshoring, and growing demand for differentiated semiconductor technologies, according to Baird analysts. Following the company's Q3 earnings, the analysts maintained their ‘Outperform' rating on GlobalFoundries with a $40 price target, citing the company's strong positioning at the intersection of several key secular trends, “notably US onshoring and the rebuild of US-based semiconductor manufacturing capacity, along with the ramp of differentiated technologies serving higher-margin platforms including AI-driven optical networking.

GlobalFoundries Inc. remains strategically important in silicon photonics, SATCOM, and domestic chip manufacturing, benefiting from supply chain shifts and regulatory trends. GFS delivered solid financials: $1.69B revenue, 26% gross margin, $232M net income, and strong free cash flow, but near-term growth is soft. Valuation appears inexpensive on EV/EBITDA and price-to-cash-flow, with low leverage, yet the stock trades above its earnings-based fair value.

GlobalFoundries Inc (NASDAQ: GFS) delivered steady September-quarter results and issued upbeat guidance for the December quarter, underscoring continued progress in its diversification and margin expansion strategy.

GlobalFoundries Inc. ( GFS ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Eric Chow Timothy Breen - CEO & Director Niels Anderskouv - President & COO Sam Franklin - Interim CFO, Senior VP of Business Finance & Operations Conference Call Participants Ross Seymore - Deutsche Bank AG, Research Division David O'Connor - BNP Paribas, Research Division Christopher Caso - Wolfe Research, LLC Harlan Sur - JPMorgan Chase & Co, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Joseph Moore - Morgan Stanley, Research Division Presentation Operator Thank you for standing by, and welcome to the GlobalFoundries, Inc. Third Quarter of Fiscal 2025 Financial Results Conference Call [Operator Instructions] As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Eric Chow, Investor Relations.

While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.