TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.

A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout can actually support current chip valuations.

The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, but it’s having some trouble executing.

Quantum computing and silicon photonics emerge as key growth drivers.

On Sunday, former House Speaker Nancy Pelosi defended the Biden administration’s CHIPS and Science Act, arguing that the law strengthened U.S. manufacturing, created jobs and boosted American innovation. Pelosi Defends Biden’s CHIPS Act In a post on X, Pelosi said,...

The quarter beat and the outlook went up. The stock still swings, because the fastest-growing part of this foundry is also its smallest.

Moby summary of Lightwave Logic, Inc.'s Q2 2026 earnings call

GLOBALFOUNDRIES Inc. recently reported second-quarter 2026 results showing sales of US$1,786 million versus US$1,688 million a year earlier, while net income eased to US$167 million and diluted EPS to US$0.30; it also issued third-quarter guidance for revenue of about US$1,885 million and diluted EPS of roughly US$0.37. Alongside these earnings, the company secured an expected US$300 million silicon photonics R&D award from the U.S. Department of Commerce, deepening its role in AI and data...

Revenue exceeded the high end of guidance ranges, driven in part by 60% year-over-year growth in the communications infrastructure and data center end market.

GlobalFoundries (NasdaqGS:GFS) reported second quarter revenue above Wall Street estimates, supported by demand tied to AI chips. The company outlined plans to accelerate next generation silicon photonics R&D under the CHIPS Act, backed by a significant award and collaboration with the U.S. Department of Commerce. Management highlighted the role of silicon photonics in future AI and data center infrastructure as part of this U.S. focused manufacturing and research push. Consider reviewing...

GlobalFoundries (GFS) could accelerate its diversification process amid a weaker smartphone environm

GFS raises its 2026 data center outlook in Q2 earnings as optical demand surges, while a richer mix lifts margins and new IP broadens its AI opportunity.

Cirrus Logic (NASDAQ:CRUS) reported record fiscal first-quarter revenue of $460 million for the June quarter, up 2% sequentially and 13% from a year earlier, driven by higher component sales into smartphones. The company posted GAAP earnings per share of $1.47 and non-GAAP earnings per share of $1.8

GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu

GlobalFoundries reported second-quarter revenue above Wall Street estimates on Wednesday, ‌as growing demand for its chips ‌used in data centers boosted sales. GlobalFoundries makes specialty ​chips for communications, data centers, automotive, industrial and consumer electronics companies. The company reported second-quarter revenue of $1.79 billion; analysts on average estimated $1.77 ‌billion, according to ⁠data compiled by LSEG.

While the top- and bottom-line numbers for GlobalFoundries (GFS) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4% and the actively trad

The administration is taking equity stakes in chip, quantum, and AI companies.

GlobalFoundries (GFS) delivered earnings and revenue surprises of +4.55% and +1.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.

This move was a non-discretionary disposition tied to RSU vesting.

This disposition was non-discretionary and triggered by the vesting of restricted stock units.

This insider sale follows a volatile stretch for the stock, which is nonetheless up about 40% this past year.

The Commerce Department has signed letters of intent to provide $874 million in CHIPS and Science Act incentives to seven companies advancing semiconductor technologies for AI and high-performance computing. On Wednesday, Secretary of Commerce Howard Lutnick stated that these incentives...

The Trump administration expanded the government's investment portfolio this week after six semiconductor companies signed letters of intent to receive government assistance in return for "a minority, non-controlling equity stake."

GLOBALFOUNDRIES stock has dropped sharply over the past month, yet the current valuation checks suggest a more mixed picture rather than a clear bargain or clear overvaluation. The share price is down 39.5% over the past month, which puts extra focus on whether the recent selloff has moved GLOBALFOUNDRIES closer to an attractive entry point or simply reset expectations. The recently announced US$300 million CHIPS Act research and development award can support long term revenue potential in...

July 30 (Reuters) - ‌The U.S. Department of Commerce said on ‌Thursday it has signed letters of intent to provide $874 million ​in incentives to seven companies developing semiconductor technologies for AI and advanced computing systems. The funding, to be issued under the CHIPS and Science Act, ‌is part of ⁠a broader U.S. effort to strengthen domestic semiconductor production and reduce dependence ⁠on foreign suppliers.

GLOBALFOUNDRIES (GFS) drew fresh attention after announcing a letter of intent with the U.S. Department of Commerce for a US$300 million CHIPS R&D award related to silicon photonics and AI data center technology. See our latest analysis for GLOBALFOUNDRIES. Even with the CHIPS R&D news and a recent 11% surge on the announcement, GLOBALFOUNDRIES has seen momentum cool, with the 30-day share price return down 41.89% and the 1-year total shareholder return at 19.52%. If this AI infrastructure...

GlobalFoundries heads into Q2 results with expected revenue growth fueled by AI infrastructure and data centers, but can it offset weaker smartphone demand?

The funding is intended to speed up the development of next-generation silicon photonics wafer technologies and new optical materials.

Globalfoundries Inc (NASDAQ:GFS) shares gave up earlier gains on Wednesday, trading down about 3% at roughly $48 after the semiconductor manufacturer announced a letter of intent with the US Department of Commerce for a potential $300 million award to accelerate silicon photonics research and...

GlobalFoundries (GFS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

GlobalFoundries (NASDAQ:GFS) shares climbed 11% on Wednesday after the semiconductor manufacturer announced a letter of intent with the U. S.

The semiconductor maker will use the funds to develop optical chip interconnect technologies aimed at boosting AI data center performance

The funding aims to advance U.S. research into technologies underpinning AI infrastructure, including next-generation optical materials, wafer technologies, and advanced packaging.

GlobalFoundries said on Wednesday the U.S. government will award $300 million to the chipmaker to bolster ‌research and development of silicon photonics technology to power more ‌efficient AI data centers. The award is part of President Donald Trump's effort to ​direct CHIPS Act research funding toward critical semiconductor technologies as Washington seeks to strengthen its position in the global race with China. The administration has previously committed $150 million for semiconductor manufacturing equipment and $2 ‌billion for quantum computing.

GlobalFoundries (GFS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Taiwan Semiconductor May Raise Chip Prices for the First Time in Years