Globalfoundries Inc. Stock Price, News & Analysis

GlobalFoundries (Nasdaq: GFS) has announced the availability of its 22FDX+ with Resistive RAM (RRAM) technology, enhancing its embedded non-volatile memory solutions portfolio. This technology combines with the 22FDX® platform to provide secure, low-latency, high-density embedded memory for wireless microcontrollers and AI IoT applications.

The new RRAM technology features low power read/write capabilities, high endurance, and excellent retention. When integrated with GF's enhanced 22FDX platform, it delivers improved data retention, reliability, security, and power efficiency. The technology is particularly suitable for AI-enabled IoT devices like sensors, wearables, and industrial systems.

A macro preliminary design kit is now available through GF Connect portal, with volume production scheduled for 2026.

GlobalFoundries (Nasdaq: GFS) announced a significant milestone in its partnership with Silicon Labs, marking the shipment of over 10 million Silicon Labs Wi-Fi units manufactured on GF's 40LP platform. The collaboration focuses on producing Silicon Labs' SiWX917 Wi-Fi 6 chip, designed for power-efficient IoT devices.

GF's 40LP process technology offers key advantages including low power consumption in standby mode and superior noise-to-signal ratio for accurate data capture. The partnership aims to address critical challenges in battery-powered IoT devices by combining GF's manufacturing capabilities with Silicon Labs' wireless technology expertise.

Cirrus Logic (NASDAQ: CRUS) has announced an expanded strategic partnership with GlobalFoundries (NASDAQ: GFS) to advance mixed-signal semiconductor manufacturing in the United States. The collaboration focuses on two key technologies: BCD (Bipolar-CMOS-DMOS) process technology at GF's Malta, New York facility, and Gallium Nitride (GaN) technology development at their Vermont location.

The partnership aims to enhance semiconductor supply chain resilience through geographic diversification, complementing existing manufacturing in Singapore and Germany. This collaboration will enable more efficient and compact chip designs for various applications, from smartphones to automobiles, while strengthening domestic manufacturing capabilities.

GlobalFoundries (Nasdaq: GFS) has completed its acquisition of MIPS, a leading AI and processor IP supplier. The strategic acquisition aims to enhance GF's semiconductor manufacturing capabilities and strengthen its position in AI, edge computing, and high-growth markets.

The merger combines GF's advanced semiconductor manufacturing expertise with MIPS' processor IP innovation, focusing on delivering energy-efficient, high-performance computing solutions. MIPS will continue operating as a standalone business within GF, maintaining its existing licensing model while serving customers across various technology sectors.

GlobalFoundries (Nasdaq: GFS) has announced an expanded partnership with Apple to advance semiconductor technologies and strengthen U.S. manufacturing capabilities. The collaboration focuses on manufacturing wireless connectivity technologies and power management solutions for AI-enabled devices at GF's Malta, New York facility.

This agreement builds upon GF's recently announced $16 billion investment plan to expand semiconductor manufacturing across New York and Vermont facilities. The partnership aligns with Apple's $600 billion American Manufacturing Program commitment over the next four years and supports the administration's goals for domestic semiconductor production and AI leadership.

GlobalFoundries (Nasdaq: GFS) reported strong Q2 2025 financial results, with revenue reaching $1.688 billion and net income of $228 million. The company achieved a gross margin of 24.2% and diluted EPS of $0.41. Key performance metrics showed improvement, with operating margin expanding to 11.6% and wafer shipments increasing by 12% year-over-year.

The company highlighted significant strategic developments, including becoming Continental's exclusive manufacturing partner for automotive electronics, announcing the acquisition of MIPS to enhance its AI and processor IP portfolio, and advancing its China strategy through a partnership with a local foundry. For Q3 2025, GF guides revenue of $1.675 billion ±$25 million with a Non-IFRS gross margin of 25.5% ±100bps.

GlobalFoundries (Nasdaq: GFS) has announced a definitive agreement to acquire MIPS, a leading AI and processor IP supplier. The strategic acquisition will enhance GF's portfolio with RISC-V processor IP and software tools focused on real-time computing applications.

The deal aims to strengthen GF's position in autonomous mobility, industrial automation, datacenter, and intelligent edge markets. MIPS recently launched its Atlas portfolio, featuring compute cores for real-time processing and specialized AI edge processing, along with the Atlas Explorer virtual platform for optimization.

Post-acquisition, MIPS will operate as a standalone business within GF. The transaction is expected to close in H2 2025, subject to regulatory approvals.

GlobalFoundries (NASDAQ: GFS), a leading semiconductor manufacturer, has scheduled its second quarter 2025 financial results conference call for Tuesday, August 5, 2025, at 8:30 a.m. ET. The company will release its Q2 2025 financial results prior to the call.

Interested participants can join the conference call by registering through the provided link. The financial results and conference call webcast will be accessible via GlobalFoundries' Investor Relations website at investors.gf.com.

GlobalFoundries (GFS) has announced a massive $16 billion investment to expand semiconductor manufacturing in New York and Vermont facilities. The investment, supported by major tech companies like Apple, SpaceX, AMD, Qualcomm, NXP, and GM, focuses on AI-enabling and power-efficient technologies. The plan includes $13 billion for facility expansion and modernization, plus $3 billion for R&D in packaging innovation, silicon photonics, and GaN technologies. This strategic move responds to growing AI demand and aims to strengthen U.S. semiconductor leadership. The company's expansion includes the first U.S.-based facility dedicated to silicon photonics packaging, with technologies focusing on power efficiency and high-bandwidth performance for datacenters, communications infrastructure, and AI-enabled devices.