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BIZARRE: Globalfoundries - What They Never Told You

US to award GlobalFoundries $300 million to develop faster AI chip links

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 Economic Times

Micron's $250 Billion Bet Could Reshape the AI Memory Race

Micron accelerated its $250 billion U.S. fabrication buildout, securing a domestic silicon supply deal with GlobalWafers as it races SK Hynix in the HBM4 memory market.

MarketBeat

GlobalFoundries Maps Path to 40% Margins as Silicon Photonics Demand Builds

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the chipmaker sees a path to significantly higher profitability over the next several years, driven by a mix shift toward faster-growing end markets, technology services, manufacturing productivity and better utilization of its e

MarketBeat

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Quantum Computing's Commercial Breakout Has Arrived

The quantum computing industry is transitioning from theoretical research into utility-scale commercial infrastructure with robust enterprise service adoption.

MarketBeat

GlobalFoundries Eyes AI, Data Center Growth as It Targets 40% Margins

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JP

MarketBeat

US to invest $2 billion in IBM, other quantum computing firms

US government will invest $2 billion in nine quantum computing firms, including IBM’s new chip venture Anderon, to strengthen America’s lead in advanced computing and counter China. IBM gets $1 billion, GlobalFoundries $375 million, while smaller firms like D-Wave and Rigetti also receive funding amid rising investor interest.

The Economic Times

IBM stock, Rigetti Computing RGTI shares jump big thanks to quantum computing grants. All about big move by Trump Administration

IBM Stock: The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals.

The Economic Times

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This Little-Known Tech Stock Is Up 60% in 2026. It Powers Apple’s Face ID Tech.

Cirrus Logic is up on earnings, which analysts attribute to a win with Face ID.

Barchart

QuickLogic Q1 Earnings Call Highlights

QuickLogic (NASDAQ:QUIK) reported higher first-quarter fiscal 2026 revenue and reiterated expectations for strong full-year growth, as management highlighted progress in radiation-hardened FPGA products, embedded FPGA intellectual property and chiplet-related opportunities. President and Chief Exec

MarketBeat

Elon Musk says his TeraFab facilities will use Intel's 14A process technology to make AI chips — SpaceX will be responsible for high-volume chip manufacturing in likely Intel tech licensing deal

Elon Musk reveals details about TeraFab: Intel provides technology, Tesla builds pilot line, SpaceX constructs high-volume fab.

Tom’s Hardware

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

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

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Benzinga

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.

Barchart

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.

Benzinga

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.

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Tom’s Hardware

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.

Benzinga

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.

Barchart

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.

MarketBeat

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.

Barchart

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.

Benzinga

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.

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.

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