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BIZARRE: Globalfoundries - What They Never Told You

Could AMD's former foundry be quietly building up to become a major Arm — and AMD — rival?

Could AMD’s former foundry be assembling a RISC-V lineup to challenge Arm licensing?

TechRadar

3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade

Stocks to watch for a Trump White House stake include GlobalFoundries, Oklo and Energy Fuels, with USA Rare Earths and MP Materials as rare earth context.

MarketBeat

Photonic latch memory could enable optical processor caches that run up to 60 GHz, twenty times faster than standard caches — optical SRAM stores and outputs data entirely as light, but density challenges remain

Researchers from the University of Southern California Information Sciences Institute and the University of Wisconsin-Madison have demonstrated what they describe as the first regenerative photonic memory latch.

Tom’s Hardware

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GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers

GlobalFoundries has acquired Singapore-based silicon photonics firm Advanced Micro Foundry, positioning it as one of the leading providers of this technology for AI servers.

Tom’s Hardware

GlobalFoundries' 2026 Hopes Are 'Too Optimistic,' Analyst Says

GlobalFoundries Inc (NASDAQ:GFS) delivered steady September-quarter results and issued upbeat guidance for the December quarter, underscoring continued progress in its diversification and margin expansion strategy.

Benzinga

Stocks Supported by Government Reopening Optimism and Chip Stock Strength

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.77%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.21%. December E-mini S&P futures (ESZ25 ) are up +0.22%, and December E-mini Nasdaq futures...

Barchart

S&P Futures Climb as U.S. Government Shutdown Nears End, Fed Speak on Tap

December S&P 500 E-Mini futures (ESZ25) are trending up +0.35% this morning as optimism that the U.S. government shutdown is nearing an end boosted sentiment.

Barchart

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GlobalFoundries Secures Next-Gen Chip Tech From Taiwan Semiconductor

GlobalFoundries Inc. (NASDAQ:GFS) announced a technology licensing deal with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) to boost the development of advanced Gallium Nitride (GaN) chips for data centers, industrial systems, and electric vehicles.

Benzinga

Elon Musk's SpaceX to launch reusable "fabships" for orbital chip manufacturing experiments — 'the ultimate egg drop challenge,' Besxar's orbital chipmaking experiments to occur over 12 launches

The new D.C.-based startup is hoping to use the vacuum of space as its clean room for chip fabrication.

Tom’s Hardware

What's Going On With GlobalFoundries Stock Tuesday?

GlobalFoundries (NASDAQ:GFS) jolted investors Tuesday by announcing a 1.1 billion euros expansion in Dresden alongside the sudden departure of its CFO.

Benzinga

Should You Buy the Dip in This AI Data Center Stock?

Here's one chip stock that's down but certainly not out. Why a key announcement could change the game for this AI data center stock.

Barchart

Why GlobalFoundries Just Became a Geopolitical Power Play

A major U.S. policy shift to favor domestic chipmaking has positioned GlobalFoundries as a prime beneficiary, triggering a surge in its stock price.

MarketBeat

This Pick-and-Shovel AI Stock Is Up 70% in 2025 and Analysts Say It Has More Gas Left in the Tank

Corning is up 70% already, but with new deals including one with GlobalFoundries, it has more upside to its Street-high price target of $93.

Barchart

Applied Materials Partners With GlobalFoundries To Accelerate Photonics

Applied Materials (NASDAQ:AMAT) announced on Tuesday that it will partner with GlobalFoundries (NASDAQ:GFS) to build a state-of-the-art waveguide fabrication facility at GlobalFoundries’ Singapore site, to accelerate the photonics revolution driven by artificial intelligence.

Benzinga

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Tom’s Guide

Apple announces $100 billion investment in US — here's what it means for the iPhone

Apple has outlined its plans for the 100 billion dollar investment in both materials and labor sourced in the U.S., including producing 100% of iPhone and Apple Watch displays in Kentucky.

Benzinga

GlobalFoundries Navigates Weak Outlook As Mobile Device Revenue Declines

GlobalFoundries (NASDAQ:GFS) stock dropped after it reported fiscal second-quarter 2025 results on Tuesday.

Tom’s Hardware

Three senior execs to retire from Intel Foundry, including respected semiconductor veteran Gary Patton

Three senior Intel Foundry executives are retiring as part of a major leadership reshuffle amid restructuring and uncertainty over the 14A process.

Tom’s Hardware

EU fab tool makers get reprieve in EU-U.S. tariffs deal — ASML and others to be exempted from 15% duty

A new U.S.–EU trade deal exempts semiconductor equipment from tariffs, avoiding steep cost hikes for American chipmakers and protecting the competitiveness of U.S. fabs.

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Tom’s Hardware

Exclusive: GlobalFoundries says MIPS takeover will expand its business without creating competitive friction with its clients

GlobalFoundries' acquisition of MIPS will not turn it into a chipmaker, but will enhance its role as a foundry by offering ready-to-use RISC-V processor IP to help customers accelerate development.

TechRadar

Arm's legendary rival was in the original PlayStation; now, in a twist of fate, MIPS has been sold to AMD's former foundry

Once a pioneer of RISC computing and the heart of the original PlayStation, MIPS has now been acquired by AMD spin-off GlobalFoundries.

Tom’s Hardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware

GlobalFoundries to make RISC-V CPUs — fab acquires MIPS, will integrate RISC-V and AI IP into its portfolio

GlobalFoundries will acquire MIPS to integrate RISC-V-based CPU and AI IP into its portfolio, shifting from a pure-play foundry to a provider of complete compute solutions.

Tom’s Hardware

Semiconductor industry faces critical talent crisis — one million additional skilled workers needed by 2030

The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further.

Tom’s Hardware

GlobalFoundries announces $16 billion U.S. chip production spend — striking spending boom follows demand from domestic customers

Contract fab GlobalFoundries has announced a commitment to spend $16 billion on plant expansion and advanced packaging research. The move comes with no expected spending date.

MarketBeat

GlobalFoundries Stock Hits Bottom: Is a Rebound Coming?

GlobalFoundries had a decent quarter, reverting to growth and guiding for acceleration in the current quarter, signalling a rebound for its stock price.

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