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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) announced a strategic partnership with the U.S. Department of Energy's Genesis Mission, aimed at accelerating AI and advanced computing.
GF will provide U.S. manufacturing access, process design kits, and its multi-project wafer program to move AI-enabled chip designs from research to working prototype silicon.
GlobalFoundries (Nasdaq:GFS) completed its acquisition of Synopsys’ ARC Processor IP Solutions business, integrating it into MIPS within GF’s Physical AI portfolio.
The combined MIPS and ARC platform offers RISC-V and ARC processor IP, ASIP tools, custom silicon, and manufacturing, backed by 150+ patents and 300+ IP customers for automotive, industrial and edge applications.
GlobalFoundries (NASDAQ:GFS) and Sivers Semiconductors (STO:SIVE) announced a strategic collaboration to develop advanced silicon photonics for AI data centers. Sivers' laser arrays will be integrated into GF's silicon photonics platform and SCALE™ optical engine solutions, targeting architectures like CPO and LPO in a projected $25B pluggable optics market by 2030.
GlobalFoundries (Nasdaq:GFS) launched Quantum Technology Solutions, a new U.S.-based quantum manufacturing business focused on utility-scale quantum computing. The unit targets full-stack hardware from QPUs to cryogenic control ICs, advanced packaging and superconducting interconnects across multiple qubit modalities.
The U.S. Department of Commerce and GlobalFoundries signed a letter of intent to award $375 million to accelerate this build-out, and Commerce will receive a strategic equity stake of about 1% in GlobalFoundries, highlighting the national-security importance of domestic quantum manufacturing.
GlobalFoundries (NASDAQ:GFS) is investing in Playground Global Fund IV as a limited partner through its GF Accelerate venture program. The move deepens GF’s engagement with early-stage deep tech startups in compute, automation, energy and life sciences, with a focus on AI data center and emerging Physical AI technologies.
The partnership aims to align long-term capital with GF’s manufacturing expertise, helping founders bridge early innovation with manufacturability, scaling and integration into semiconductor technologies. It follows recent GF Accelerate collaborations with Silicon Catalyst, Socratic Partners and Cloudberry.
GlobalFoundries (NASDAQ: GFS) announced at its 2026 Investor Day the first-ever quarterly dividend of $0.12 per share, payable July 14, 2026 to holders of record June 24, 2026. The company also unveiled a capital-allocation framework targeting returns of up to 50% of trailing twelve-month adjusted free cash flow to shareholders via dividends and buybacks, alongside a technology roadmap focused on AI-centric markets and expanded profitability.
GlobalFoundries (Nasdaq: GFS) reported Q1 2026 preliminary results for the quarter ended March 31, 2026. Key metrics: revenue $1.634B, gross margin 27.6%, net income $104M and Non-IFRS net income $227M. Guidance: Q2 revenue ~$1.760B ± $25M and Non-IFRS diluted EPS ~$0.43 ± $0.05.
Operational highlights include launch of the SCALE optical module for CPO, expanded multi-billion dollar partnership with Renesas, silicon photonics partnerships, and availability of Auto Grade 1 eMRAM on FDX.
GlobalFoundries (Nasdaq: GFS) on May 4, 2026 introduced the SCALE optical module solution for co-packaged optics (CPO), billed as the industry’s first OCI MSA-capable platform. SCALE uses GF silicon photonics, supports CWDM and DWDM, and has demonstrated 8λ and 16λ bi-directional DWDM to increase bandwidth density and system scalability.
Key device capabilities include 50Gbps and 100Gbps micro-ring modulators, integrated photodiodes, TSVs, and copper pad pitches from 110μm to sub-45μm to enable 2.5D/3D stacking and volume production readiness.
GlobalFoundries (NASDAQ: GFS) will host a conference call on Tuesday, May 5, 2026 at 8:30 a.m. ET to discuss first quarter 2026 financial results, followed by an Investor Day on Thursday, May 7, 2026 at 9:00 a.m. ET in New York City.
Webcasts, financial results, and registration details are available on GlobalFoundries’ Investor Relations website, and investor inquiries can be directed to ir@gf.com.
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