
GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.
GLOBALFOUNDRIES Inc. is a global semiconductor foundry. The company is headquartered in Malta, New York.
| Revenue (TTM) | $6.94B |
| Gross Profit (TTM) | $1.88B |
| EBITDA | $1.98B |
| Operating Margin | 9.74% |
| Return on Equity | 6.17% |
| Return on Assets | 2.98% |
| Revenue/Share (TTM) | $12.52 |
| Book Value | $21.54 |
| Price-to-Book | 2.26 |
| Price-to-Sales (TTM) | 3.78 |
| EV/Revenue | 3.75 |
| EV/EBITDA | 11.76 |
| Quarterly Earnings Growth (YoY) | -26.80% |
| Quarterly Revenue Growth (YoY) | 5.80% |
| Shares Outstanding | $557.42M |
| Float | $148.42M |
| % Insiders | 0.06% |
| % Institutions | 100.25% |
Volatility is currently expanding

GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.

GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

Globalfoundries Inc (NASDAQ:GFS) and Marvell Technology Inc (NASDAQ:MRVL) expanded their multiyear manufacturing agreement to increase semiconductor production capacity as growing AI data centers fuel demand for faster optical connections. The agreement will boost production capacity at GlobalFoundries' Burlington, Vermont, facility for silicon germanium technology, known as SiGe, which enables faster and more energy-efficient semiconductor devices.

TSMC dominates AI silicon and just raised its growth outlook, yet one corner of GlobalFoundries' business is quietly outpacing it on a percentage basis while the stock sits near a 52-week low.

Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demand Multi-year strategic agreement increases capacity for high-performance SiGe technology to support growing AI infrastructure demand

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.

MALTA, N.Y. and SCHAFFHAUSEN, Switzerland, Sept.

MALTA, N.Y., Sept. 08, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has finalized a definitive agreement with the U.S. Department of Commerce's CHIPS Research and Development Office for a $375 million award for research and development to accelerate the company's Quantum Technology Solutions (QTS) business, designed to help scale domestic quantum semiconductor manufacturing and strengthen the United States' leadership in quantum technologies.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on GFS and any ticker you trade — then tracks every position and per-strategy win rate.