Globalfoundries Inc. Stock Price, News & Analysis

GlobalFoundries (NASDAQ: GFS) and Synopsys (NASDAQ: SNPS) have announced a groundbreaking educational collaboration launching a 'chip design to tapeout' program for universities worldwide. The initiative, piloting at 40 universities this fall, combines Synopsys' electronic design automation (EDA) tools with GlobalFoundries' manufacturing capabilities through their GlobalShuttle Multi-Project Wafer Program.

The program aims to provide students and researchers with hands-on experience in chip design and manufacturing, significantly reducing cost barriers for academic institutions. Synopsys will provide professional-grade EDA tools, training, and design collateral through their Cloud design platform, while GlobalFoundries will handle chip manufacturing.

This initiative is part of GF's University Partnership Program, which currently engages with over 80 universities, 110 professors, and 600 students in various technological fields including radio frequency, radar, quantum computing, and silicon photonics.

MIPS, a GlobalFoundries (NYSE: GFS) company, has appointed Michael Zirngibl as Vice President of Business Development for EMEA. This strategic hire aims to accelerate the company's expansion across Europe, Middle East, and Africa, with a focus on automotive, industrial, and communications infrastructure markets.

Zirngibl brings over 23 years of semiconductor industry experience and will support MIPS' mission in advancing physical AI platforms. The appointment aligns with MIPS' strategy to deliver processor IP at foundry scale, particularly through their Atlas Portfolio of RISC-V IP.

Both Zirngibl and CEO Sameer Wasson will attend the RISC-V Automotive Day in Munich on September 9, 2025, where Wasson will discuss AI adoption challenges in automotive platforms.

GlobalFoundries (Nasdaq: GFS) has announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, marking a significant advancement in silicon germanium (SiGe) technology. The platform delivers exceptional performance with NPN transistors exceeding 400 GHz ft/fmax and PNP transistors surpassing 200 GHz.

Developed at GF's Burlington, Vermont facility, 130CBIC is designed for multiple key markets including smartphones, wireless infrastructure, optical networking, satellite communications, and industrial IoT. The technology enables low-noise amplifiers for reduced battery consumption in smartphones and supports high-speed analog and optical networking in datacenters. The platform also facilitates advanced mmWave industrial radar applications exceeding 100GHz.

GlobalFoundries (Nasdaq: GFS) has announced the availability of its 22FDX+ with Resistive RAM (RRAM) technology, enhancing its embedded non-volatile memory solutions portfolio. This technology combines with the 22FDX® platform to provide secure, low-latency, high-density embedded memory for wireless microcontrollers and AI IoT applications.

The new RRAM technology features low power read/write capabilities, high endurance, and excellent retention. When integrated with GF's enhanced 22FDX platform, it delivers improved data retention, reliability, security, and power efficiency. The technology is particularly suitable for AI-enabled IoT devices like sensors, wearables, and industrial systems.

A macro preliminary design kit is now available through GF Connect portal, with volume production scheduled for 2026.

GlobalFoundries (Nasdaq: GFS) announced a significant milestone in its partnership with Silicon Labs, marking the shipment of over 10 million Silicon Labs Wi-Fi units manufactured on GF's 40LP platform. The collaboration focuses on producing Silicon Labs' SiWX917 Wi-Fi 6 chip, designed for power-efficient IoT devices.

GF's 40LP process technology offers key advantages including low power consumption in standby mode and superior noise-to-signal ratio for accurate data capture. The partnership aims to address critical challenges in battery-powered IoT devices by combining GF's manufacturing capabilities with Silicon Labs' wireless technology expertise.

Cirrus Logic (NASDAQ: CRUS) has announced an expanded strategic partnership with GlobalFoundries (NASDAQ: GFS) to advance mixed-signal semiconductor manufacturing in the United States. The collaboration focuses on two key technologies: BCD (Bipolar-CMOS-DMOS) process technology at GF's Malta, New York facility, and Gallium Nitride (GaN) technology development at their Vermont location.

The partnership aims to enhance semiconductor supply chain resilience through geographic diversification, complementing existing manufacturing in Singapore and Germany. This collaboration will enable more efficient and compact chip designs for various applications, from smartphones to automobiles, while strengthening domestic manufacturing capabilities.

GlobalFoundries (Nasdaq: GFS) has completed its acquisition of MIPS, a leading AI and processor IP supplier. The strategic acquisition aims to enhance GF's semiconductor manufacturing capabilities and strengthen its position in AI, edge computing, and high-growth markets.

The merger combines GF's advanced semiconductor manufacturing expertise with MIPS' processor IP innovation, focusing on delivering energy-efficient, high-performance computing solutions. MIPS will continue operating as a standalone business within GF, maintaining its existing licensing model while serving customers across various technology sectors.

GlobalFoundries (Nasdaq: GFS) has announced an expanded partnership with Apple to advance semiconductor technologies and strengthen U.S. manufacturing capabilities. The collaboration focuses on manufacturing wireless connectivity technologies and power management solutions for AI-enabled devices at GF's Malta, New York facility.

This agreement builds upon GF's recently announced $16 billion investment plan to expand semiconductor manufacturing across New York and Vermont facilities. The partnership aligns with Apple's $600 billion American Manufacturing Program commitment over the next four years and supports the administration's goals for domestic semiconductor production and AI leadership.

GlobalFoundries (Nasdaq: GFS) reported strong Q2 2025 financial results, with revenue reaching $1.688 billion and net income of $228 million. The company achieved a gross margin of 24.2% and diluted EPS of $0.41. Key performance metrics showed improvement, with operating margin expanding to 11.6% and wafer shipments increasing by 12% year-over-year.

The company highlighted significant strategic developments, including becoming Continental's exclusive manufacturing partner for automotive electronics, announcing the acquisition of MIPS to enhance its AI and processor IP portfolio, and advancing its China strategy through a partnership with a local foundry. For Q3 2025, GF guides revenue of $1.675 billion ±$25 million with a Non-IFRS gross margin of 25.5% ±100bps.