Historical gfs News Stories
GFS: Wedbush Downgrade, New CFO, Q3 Momentum Ahead
GlobalFoundries (GFS) saw a near-term sentiment hit after Wedbush downgraded the stock, while operational results from Q3 and a new CFO appointment give investors mixed signals. This article parses the concrete impacts — earnings, leadership, and sector moves — that matter for GFS holders.
GFS x onsemi: 650V GaN Deal Spurs Europe Push Now!
GlobalFoundries (GFS) announced a technical collaboration with onsemi to co-develop 650V GaN power devices and a strategic partnership with Cloudberry to expand startup access to GF’s European fabs. These concrete moves accelerate GFS’s exposure to high-margin power semiconductors, strengthen Dresden capacity plans tied to the European Chips Act, and improve near-term investor visibility.
GlobalFoundries Gains €495M for Germany Fab Build.
GlobalFoundries (GFS) received EU approval for a €495M German state aid package and reported traction in space‑grade, radiation‑hardened chips—concrete developments that boost capacity, higher‑margin revenue visibility, and near‑term capex and execution considerations for investors.
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.