Welcome to our dedicated page for Globalfoundries news (Ticker: GFS), a resource for investors and traders seeking the latest updates and insights on Globalfoundries stock.
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) has selected Redpanda as a key partner to build a unified real-time data platform across its global semiconductor manufacturing operations. The Redpanda Data Platform replaces legacy change-data-capture systems, streaming equipment, process, scientific, engineering, supply chain and manufacturing data into a single environment.
Tier-0, mission-critical systems are already live in production as the platform rolls out globally. Leveraging Redpanda's Agentic Data Plane, GlobalFoundries is also developing AI agents to automate workflows and embed real-time insights into IT, procurement and other business functions, with plans to expand adoption over time.
SEALSQ (NASDAQ: LAES) detailed how its SEALQuantum.com Sovereign Quantum Vertical Stack is integrating a broad ecosystem of partners as it prepares the second phase of a $200 million internal quantum investment initiative. More than $65 million has already been deployed, and an additional $100 million is earmarked for allocation through the end of 2027, with phase two beginning in September 2026.
The Stack links secure semiconductors, post-quantum cryptography, digital identity, embedded AI, and satellite infrastructure in a single “Root-to-Qubit-to-Space” trust framework. Partners and portfolio companies including GlobalFoundries (GFS), Quobly, EeroQ, ColibriTD, IC'ALPS, WISeSat.Space, Wecan Group, Miraex and Quantix Edge Security contribute complementary layers, from CMOS-compatible quantum processors to quantum-as-a-service, ASIC design, orbital cloud infrastructure and quantum‑resilient identity and cybersecurity services.
GlobalFoundries (Nasdaq: GFS) reported preliminary Q2 2026 revenue of $1.786 billion, up 6% year over year and 9% sequentially. IFRS gross margin was 28.3%, with Non-IFRS gross margin of 29.9%. IFRS operating margin was 9.7%, while Non-IFRS operating margin reached 16.7%. Net income was $167 million (IFRS diluted EPS $0.30), and Non-IFRS net income was $256 million (Non-IFRS diluted EPS $0.46). Non-IFRS adjusted EBITDA was $587 million with a 32.9% margin, and operating cash flow was $405 million.
The company highlighted stronger demand in AI-related optical networking and power delivery. Recent actions include letters of intent with the U.S. Department of Commerce for an expected $300 million CHIPS R&D award and an expected $375 million quantum grant, acquisitions of Photeon’s IVR business and Synopsys’ ARC Processor IP Solutions, and the launch of Quantum Technology Solutions. GF ended the quarter with $3.3 billion in cash, cash equivalents and marketable securities, and paid its first quarterly dividend of $0.12 per share, with the next $0.12 dividend approved for October 9, 2026. Q3 2026 guidance calls for revenue of $1.885 billion ± $25 million and IFRS diluted EPS of $0.37 ± $0.05.
GlobalFoundries (Nasdaq: GFS) signed a letter of intent with the U.S. Department of Commerce under which the Department’s CHIPS Research and Development Office is expected to award $300 million to accelerate R&D of next‑generation silicon photonics, optical materials, wafer technologies and advanced packaging.
The program will build on GlobalFoundries’ SCALE™ silicon photonics platform, targeting modular architectures, 400Gb/s performance and up to 5x higher energy efficiency versus current implementations, and will support near‑packaged and co‑packaged optics. According to GlobalFoundries, the work will leverage existing facilities in Malta, New York, and Burlington, Vermont to advance a U.S.-based path to high‑volume silicon photonics manufacturing. In a separate agreement, the Department of Commerce will receive equity equal to about 1% ownership of GlobalFoundries as of July 29, 2026, allowing the American public to participate in the company’s potential growth.
GlobalFoundries (NASDAQ:GFS) announced it will host a conference call on Wednesday, August 5, 2026, at 8:30 a.m. ET to review its second quarter 2026 financial results.
Financial results and a live webcast will be available on the GlobalFoundries investor relations website.
GlobalFoundries (Nasdaq:GFS) announced production-ready SLATE wafer-to-wafer bonding on its 9SW RF-SOI platform, enabling advanced 3D integration for compact 5G front-end modules. Manufactured in Singapore, 9SW SLATE is expected to reach volume production in 2H 2027.
SLATE can cut die size by up to 45% and, with 9SW, targets sub-8GHz and FR3 bands, offering over 20% efficiency improvement. A PDK is available via GF Connect, and 9SW/9SW SLATE are accessible for prototyping through GlobalShuttle shuttles in the second half of the year.
Infosys and GlobalFoundries (NASDAQ:GFS) announced an expanded, multi-year collaboration to provide AI-led managed services across GF’s enterprise IT landscape. Infosys will manage end-to-end applications, infrastructure, data, and service desk operations, aiming to shift GF from reactive IT support to predictive, autonomous, and optimized operations.
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.