GlobalFoundries

GFS

Market cap $19.2B

I rate GlobalFoundries Inc. (GFS) a Buy due to its strong cash generation, China-for-China strategy, specialty foundry focus, and growing high-margin segments. GFS benefits from diversified manufacturing across the US, Europe, Singapore, and China, providing resilience against trade tensions and regional risks. Key growth drivers include the China-for-China model, MIPS acquisition for RISC-V technology, and rapid expansion in silicon photonics for data centers.

MALTA, N.Y., Oct. 08, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, November 12, 2025, at 8:30 a.m. ET following the release of the company's third quarter 2025 financial results.

A renewed focus in Washington on securing America's domestic manufacturing base has sent a powerful jolt through financial markets. Investors, increasingly aligning their capital with national strategic priorities, appear to have coalesced around a key U.S.-based semiconductor manufacturer.

CNBC's “Money Movers” team discusses semiconductor production and market after a report about Taiwan rejecting the United States' proposal for '50-50′ chip production with GlobalFoundries executive chairman Thomas Caulfield.

The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.

Glass-waveguide based detachable fiber connector solutions enabling co-packaged optics will be demonstrated at ECOC 2025 and GF's Technology Summit Glass-waveguide based detachable fiber connector solutions enabling co-packaged optics will be demonstrated at ECOC 2025 and GF's Technology Summit

GlobalFoundries (GFS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

GlobalFoundries remains a buy, offering steady growth, consistent earnings beats, and attractive valuation versus sector peers. GFS benefits from strong automotive and communications segments, improved balance sheet, and lower price/book and forward P/E than the sector median. Potential US chip import tariffs could favor GFS due to its substantial domestic production, though macro risks from tariffs remain.

Shares of U.S.-based semiconductor manufacturing company GlobalFoundries (GFS 8.02%) rallied on Friday, with the stock up 6.7% as of 1:50 p.m. ET.

Shares of U.S. chip manufacturers were moving higher on Friday morning after a report that the Trump administration is considering a new plan to move more chip production stateside.