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GLOBALFOUNDRIES (GFS) has drawn fresh attention after recent trading left the share price at US$47.86. Investors are weighing this level against the company’s reported US$6.9b in revenue and US$716 million in net income. That recent move to US$47.86 comes after a 30-day share price return of 6.9% and a much stronger year to date. However, the 90-day share price return has fallen 38.0% and the 3-year total shareholder return is down 14.3%, suggesting momentum has cooled after an earlier...

On September 9, GLOBALFOUNDRIES Inc. (NASDAQ:GFS) and Monolithic Power Systems, Inc. (NASDAQ:MPWR) announced a long-term manufacturing agreement to deploy MPS’s proprietary process technology to GF’s 300mm facility in Singapore. The partnership expands manufacturing capacity for critical power management solutions, targeting high-growth markets by early 2027. The agreement aligns with both companies’ strategic priorities, though each […]

Singapore expands chip R&D with Applied Materials, KLA and GlobalFoundries—boosting packaging, process control and silicon photonics.

GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.

SANTA CLARA, Calif., September 21, 2026--OpenLight, a leader in heterogeneous silicon photonics integration and custom photonic application-specific integrated circuit (PASIC) design, today announced two significant additions to its executive leadership team: Kevin Soukup as Chief Operating Officer and Kirk Ouellette as Chief Strategy Officer and Interim Chief Revenue Officer.

Earlier this month, GlobalFoundries and Marvell Technology expanded a multi-year agreement to boost silicon germanium chip capacity at GlobalFoundries’ Vermont fab, targeting next-generation optical transceivers and advanced data center connectivity used in AI and cloud infrastructure. This capacity expansion, responding to oversubscribed demand for high-performance optical networking, underlines how central Marvell’s components have become in scaling modern data centers. We’ll now examine...

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session. Reuters reported that the two companies have expanded their agreement to increase production capacity for […]

The multi-year agreement covers silicon germanium production in Burlington

Detailed price information for Marvell Technology Inc (MRVL-Q) from The Globe and Mail including charting and trades.

The companies aim to ramp up SiGe production in Vermont to meet rising demand for faster AI data-centre connectivity.

TSMC dominates AI silicon and just raised its growth outlook, yet one corner of GlobalFoundries' business is quietly outpacing it on a percentage basis while the stock sits near a 52-week low. The case for the underdog gets more specific than most investors expect.

Globalfoundries Inc (NASDAQ:GFS) and Marvell Technology Inc (NASDAQ:MRVL) expanded their multiyear manufacturing agreement to increase semiconductor production capacity as growing AI data centers fuel demand for faster optical connections. The agreement will boost production capacity at...

Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demandMALTA, N.Y., Sept. 17, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) and Marvell Technology, Inc. (Nasdaq: MRVL), a leader in data infrastructure semiconductor solutions, today announced an expanded multi-year agreement to increase capacity for GF’s silicon germanium (SiGe) technology at its Burlington, Vermont, facility to support growing demand for nex

Total value of project could reach $19bn; GlobalFoundries to operate new plant

GlobalFoundries (GFS) and Monolithic Power (MPWR) expand 300mm Singapore capacity for power management chips by 2027—read what it means for AI, auto, and...

Award accelerates build-out of GF's Quantum Technology Solutions business and strengthens America's quantum semiconductor ecosystemMALTA, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has finalized a definitive agreement with the U.S. Department of Commerce’s CHIPS Research and Development Office for a $375 million award for research and development to accelerate the company's Quantum Technology Solutions (QTS) business, designed to help scale dom

GLOBALFOUNDRIES (GFS) has drawn fresh attention after Navitas Semiconductor confirmed the first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on the GLOBALFOUNDRIES 200 mm GaN-on-silicon platform. Despite the Navitas and other recent technology announcements, GLOBALFOUNDRIES’ share price has been under pressure in recent months, with a 30 day share price return of down 12.08% and a 90 day share price return of down 48.09%. At the same time,...

GlobalFoundries (NasdaqGS:GFS) and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips under a new manufacturing partnership. The GaNFast devices are aimed at AI data centers, industrial power systems, and national security uses, with production now based at U.S. fabs. The move adds a new domestic source of next generation power semiconductors for high performance computing and defense related applications. This kind of progress at GlobalFoundries is one...

GLOBALFOUNDRIES stock has delivered a strong 32.7% gain over the past year, yet the latest valuation checks point to a company that may be trading at a premium to its intrinsic value while looking roughly in line with market multiples. GLOBALFOUNDRIES has returned 32.7% over the past year, which puts more weight on whether recent optimism is already reflected in the share price. Expectations for future cash generation from GLOBALFOUNDRIES can support the investment case, while any setback in...

Stifel starts coverage on TSM, GFS & TSEM with Buy ratings, citing AI foundry bottlenecks, HPC, CoWoS & CPO/NPO themes—read key takeaways.

Collaboration targets to enable the densest standard CMOS on-chip memory solution for the FDX platform widely used for advanced AI chips, by delivering 40% area shrink and up to 60% power reduction compared to commodity SRAMMALTA, N.Y. and PETA TIKVA, Israel, Sept. 02, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (GF) (Nasdaq: GFS) and RAAAM Memory Technologies, a pioneer in advanced on-chip memory solutions, today announced a strategic collaboration to develop and qualify Gain-Cell RAM (GCRAM) tech

Tipranks Press Release.

GlobalFoundries Inc. Buy thesis: mature-node cyclical upcycle, CHIPS Act subsidies, resilient clients amid geopolitics; price target $70. Click for more on GFS.