Historical gfs News Stories

GlobalFoundries Gains EUR495M Germany Boost; CFOQ4

GlobalFoundries (Nasdaq: GFS) secured EUR495M of German state aid to expand European capacity and named Sam Franklin as permanent CFO. These concrete developments — coupled with recent GaN licensing and defense partnerships — reduce execution risk, support near-term revenue guidance and strengthen GF’s regional foothold.

GlobalFoundries: Photonics Growth & Talent Push Up

GlobalFoundries (GFS) strengthened its competitive footing this week with a major academic partnership and renewed analyst support. The company expanded workforce-development ties with Rensselaer Polytechnic Institute while Baird reaffirmed an Outperform rating and highlighted rapid silicon photonics revenue growth and a large addressable opportunity. These developments underscore near-term execution and long-term revenue diversification for the foundry.

GFS: Photonics, GaN License and Defense Seals 2025

GlobalFoundries (GFS) completed two strategic acquisitions—InfiniLink and Advanced Micro Foundry (AMF)—and secured a GaN licensing deal with TSMC, while partnering with BAE Systems on radiation-hardened chips. These concrete moves expand GF’s silicon-photonics and power-device capabilities and open defense and AI-datacenter revenue channels.

GFS Expands Photonics, Defense Wins Boost Outlook.

GlobalFoundries' recent acquisition of Advanced Micro Foundry and a strategic partnership with BAE Systems, combined with solid Q3 results and capacity expansion plans, materially shift the company's growth trajectory—strengthening its position in silicon photonics, aerospace-grade chips, and higher-margin foundry services.

GFS Stock: Mature-Node Price Pressure Hits Foundry

Recent industry moves — supplier price cuts at UMC, Powerchip's 3D AI pivot, strong DRAM demand and tight DDR5 pricing — create a mixed near-term outlook for GlobalFoundries (GFS). Demand tailwinds support utilization, but mature-node margin pressure underscores the need for GFS's niche specialization in 22FDX, GaN and silicon photonics.

GFS Dresden Fab Boost; CFO Exit Before Q3 Call Now

GFS announced a €1.1B Dresden expansion and a CFO transition ahead of its Q3 earnings call. This article breaks down the project, timing, investor implications, and near-term catalysts that could move the stock.