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Globalfoundries Inc. Stock Price, News & Analysis

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Welcome to our dedicated page for Globalfoundries news (Ticker: GFS), a resource for investors and traders seeking the latest updates and insights on Globalfoundries stock.

GlobalFoundries Inc. (Nasdaq: GFS) generates a steady flow of news that reflects its role as a manufacturer of essential semiconductors for automotive, smart mobile devices, internet of things, and communications infrastructure and data center markets. This news page aggregates company announcements, industry collaborations, technology updates and financial disclosures related to GFS.

Readers can find updates on GlobalFoundries’ strategic moves in areas such as Physical AI, silicon photonics, GaN power technologies and processor IP. Recent releases include a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business, integration plans with MIPS for RISC-V and AI-focused platforms, and the acquisition of Advanced Micro Foundry in Singapore to expand silicon photonics capabilities for AI datacenters and communications.

The company also issues news on partnerships and customer engagements, such as BAE Systems using GF’s advanced FinFET technology for space applications, and technology licensing agreements like the GaN collaboration with TSMC to support datacenter, industrial and automotive power devices. In addition, GlobalFoundries regularly announces events for investors and analysts, including earnings conference calls, financial results and strategy webinars focused on Physical AI and high-growth applications.

By following this GFS news feed, investors and observers can track developments in GF’s global manufacturing footprint across the U.S., Europe and Asia, its end-market focus in automotive, IoT and communications, and its evolving roadmap in silicon photonics, GaN and RISC-V processor IP. This page offers a centralized view of GlobalFoundries’ public communications, from governance and leadership changes to technology milestones and capacity expansion plans.

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GlobalFoundries (Nasdaq: GFS) appointed Ganesh Moorthy to its board of directors, effective January 15, 2026. Mr. Moorthy brings more than four decades of semiconductor experience, including service as CEO, president and board member of Microchip Technology until his retirement in November 2024, and 19 years at Intel in engineering and leadership roles. The appointment is described as strengthening GF’s manufacturing and technology leadership and deepening customer-focused execution.

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GlobalFoundries (Nasdaq: GFS) has agreed to acquire Synopsys’ ARC Processor IP Solutions business, including ARC-V, ARC-Classic, ARC VPX-DSP and ARC NPX NPU product lines plus ASIP Designer and ASIP Programmer tools. The assets and engineering teams will be integrated with MIPS to deliver a comprehensive processor IP suite focused on Physical AI and custom silicon. Synopsys will retain its logic libraries, embedded memories, interface IP, security IP and subsystems. The transaction is subject to customary closing conditions and regulatory approvals and is expected to close in H2 2026. GF and Synopsys plan a coordinated transition for employees, customers and partners.

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Synopsys (NASDAQ: SNPS) has entered a definitive agreement to sell its Processor IP Solutions business to GlobalFoundries (NASDAQ: GFS). The portfolio transferring includes ARC-V (RISC-V) and ARC CPU IP, DSP IP, NPU IP, and related software tools such as ARC MetaWare, plus ASIP Designer and ASIP Programmer tools. Synopsys said the deal is not material to its business and that terms are not disclosed. The transaction is expected to close in second half of calendar 2026, subject to customary closing conditions and regulatory approvals. Synopsys will retain its design IP for logic libraries, embedded memories, interface IP, security IP, and subsystems and will focus IP resources on interface and foundation IP and AI-driven opportunities from cloud to edge.

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GlobalFoundries (NASDAQ: GFS) announced a conference call to review its fourth quarter and full-year 2025 financial results on Wednesday, February 11, 2026 at 8:30 a.m. ET. The company said results and a webcast of the call will be available on its Investor Relations website at https://investors.gf.com. Interested parties may join the call by registering through the company’s provided registration link. For more information or inquiries, GlobalFoundries provided an investor relations contact at ir@gf.com.

This announcement covers the logistics for the earnings release, webcast access, and investor contact details; it does not include financial figures or guidance.

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GlobalFoundries (NYSE:GFS) appointed Sam Franklin as Chief Financial Officer, effective immediately on Dec 10, 2025. Franklin previously served as Senior Vice President of Business Finance & Operations and Investor Relations and was recently Interim CFO. He joined GF in 2022 and has overseen finance operations, business finance, investor relations, capital markets and treasury.

Management says Franklin's financial leadership will support GF's focus on profitability, operational excellence and scaling AI-related technologies. Franklin said he will advance strategic priorities and create long-term value for shareholders.

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GlobalFoundries (Nasdaq: GFS) and BAE Systems announced a collaboration to deliver radiation-hardened semiconductors for space using GF’s commercial 12LP FinFET platform.

BAE’s new RH12 Storefront combines the company’s radiation-hardening IP and design techniques with GF’s Malta, New York manufacturing, enabling rapid development of custom space-grade chips with RF, low-power memory, and logic features. GF highlighted DMEA accreditation, ITAR/EAR compliance, and its GF Shield security platform as enablers for secure U.S. production of aerospace and defense microelectronics.

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GlobalFoundries (NASDAQ: GFS) announced on November 18, 2025 the acquisition of Advanced Micro Foundry (AMF) in Singapore, creating the largest pure-play silicon photonics foundry by revenue.

The deal brings AMF manufacturing assets, intellectual property and talent, expands GF’s 200mm production with plans to scale to 300mm, and accelerates GF’s U.S. and Singapore silicon photonics capacity for AI datacenters, long‑haul optical communications, LiDAR, sensing and co‑packaged optics.

GF will establish a silicon photonics research center of excellence in Singapore in partnership with A*STAR to advance materials and target 400Gbps data-transfer solutions.

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GlobalFoundries (NASDAQ: GFS) will host an investor and analyst webinar on Wednesday, December 3, 2025 at 10:00 a.m. ET to deliver a business, technical, and strategy update focused on the opportunities in the Physical AI market.

Company executives will highlight GF’s MIPS and ultra-low power solutions and discuss applications for smart, autonomous, and connected edge devices. Presentations will be followed by a live Q&A, and a webcast will be available on GlobalFoundries’ Investor Relations site at https://investors.gf.com. Registration is required to join the conference call.

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GLOBALFOUNDRIES (Nasdaq: GFS) reported preliminary Q3 2025 results for the quarter ended September 30, 2025. Key metrics: revenue $1.688B, gross margin 24.8% (Non-IFRS 26.0%), operating margin 11.6% (Non-IFRS 15.4%), net income $249M and diluted EPS $0.44. Non-IFRS adjusted EBITDA was $573M. Cash, cash equivalents and marketable securities totaled $4.2B. Wafer shipments were 602k 300mm-equivalent (up 10% year-over-year).

Guidance for Q4 2025: revenue of $1.800B ± $25M, IFRS gross margin ~27.6% ±100bps (Non-IFRS ~28.5%), and Non-IFRS diluted EPS ~$0.47 ± $0.05. Recent commercial items include CBIC production release, expanded Silicon Labs partnership on 40nm ULP, and planned Dresden capacity expansion to >1M wafers/year by end of 2028.

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GlobalFoundries (Nasdaq: GFS) has licensed 650V and 80V GaN technology from TSMC to accelerate its next-generation power portfolio for datacenter, industrial and automotive customers. The licensed technology will be qualified at GF’s Burlington, Vermont facility, using the site's high-voltage GaN-on-silicon expertise to speed volume production.

Development is set for early 2026 with production planned later in 2026. GF positions the move as a way to provide U.S.-based GaN capacity and address higher efficiency, power density and compactness needs in power systems.

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FAQ

What is the current stock price of Globalfoundries (GFS)?

The current stock price of Globalfoundries (GFS) is $42.925 as of February 6, 2026.

What is the market cap of Globalfoundries (GFS)?

The market cap of Globalfoundries (GFS) is approximately 22.8B.
Globalfoundries Inc.

Nasdaq:GFS

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22.77B
555.68M
101.78%
2.14%
Semiconductors
Technology
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United States
Malta

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