GlobalFoundries Inc. reports developments in contract semiconductor manufacturing, including financial results, manufacturing technologies, customer platforms and capital allocation. GF serves automotive, smart mobile devices, IoT, communications infrastructure, AI data-center and other semiconductor markets from a global manufacturing footprint spanning the U.S., Europe and Asia.
Company news includes updates on silicon photonics and co-packaged optics, FDX and AutoPro automotive platforms, embedded non-volatile memory such as eMRAM, share repurchases, dividends, secondary share activity, investor-day strategy and intellectual-property actions tied to its process technologies.
GlobalFoundries (Nasdaq: GFS) and Renesas announced an expanded multi‑billion‑dollar manufacturing partnership to broaden Renesas' access to GF technologies and strengthen semiconductor supply resilience. Tape‑outs under the collaboration are on track to begin in mid‑2026, with initial manufacturing in the U.S. and extension to Germany, Singapore and China.
The agreement covers GF platforms including FDX (FD‑SOI), BCD and CMOS with non‑volatile memory to support Renesas' SoCs, power devices and MCUs, and the companies are considering porting select GF processes into Renesas’ in‑house fabs in Japan.
GlobalFoundries (NASDAQ: GFS) will host an investor and analyst webinar on Tuesday, March 10, 2026 at 4:30 p.m. ET to provide a business, technical and strategy update on silicon photonics and advanced packaging.
The webcast will include presentations and a live Q&A; registration is required and the webcast will be available via the company's Investor Relations website at https://investors.gf.com.
GlobalFoundries (Nasdaq: GFS) reported Q4 2025 revenue of $1.83B, gross margin 27.8%, operating margin 13.9% and net income of $200M. Full-year 2025 revenue was $6.79B with net income $888M. The board authorized up to $500M in share repurchases and announced multiple acquisitions to expand AI, silicon photonics and GaN capabilities.
Management cited margin expansion, $4.0B ending cash and Non-IFRS adjusted EBITDA of $641M for Q4 and $2.357B for FY2025.
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.
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.
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.
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.
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.
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.
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.