GlobalFoundries
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 16, 2026 · Post · posted
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The U.S Government just doubled stake in GlobalFoundries $GFS • US government now owns ~7% • Equity stake worth over $2B • First plant opens 2029 35th company the U.S government owns a piece https://t.co/ndk1fNMnSx |
Department of Commerce Announces Agreement with GlobalFoundries to Amend Its Existing CHIPS Program Award and Reallocate $955 Million to Accelerate Investments in Silicon Photonics, Silicon-Germanium, and Advanced Packaging… |
🇺🇸🇯🇵BREAKING: @POTUS announced a $21 billion investment by GlobalFoundries and the Department of @CommerceGov to build 2 giant new semiconductor manufacturing facilities in Malta, New York. Japan will provide the capital under the… |
TSMC’s wafer ASP gap with UMC, GlobalFoundries and Samsung keeps widening. TSMC is setting new blended ASP highs while most peers remain below their previous peaks. Per our Foundry Model, from 2Q22 to 2Q26, TSMC’s wafer revenue share… |
TSMC is outsourcing part of CoWoS. A five-year $2B deal puts CoWoS-S silicon interposers at GlobalFoundries' Malta, New York fab, volume production H1 2028. TSMC's Arizona CoWoS arrives before 2029. Packaging capacity is being duplicated… |
CoWoS interposers have never left TSMC's own line. Per igor'sLAB, TSMC plans to have GlobalFoundries manufacture them — the first external partner for the packaging behind Nvidia and AMD AI chips. Unconfirmed. Packaging, not wafers, is the… |
Mizuho: SiPho modules growing from 23 million in 2025 to 45M in 2026E (up 95% y/y), reaching ~188 million by 2029E. $TSEM $GFS $STM $LITE $COHR |
GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging https://t.co/eFUvVNoZKf |
Tower Semiconductor has the best SiPho foundry 👍 $TSEM $TSM $UMC $GFS $INTC https://t.co/mK82Hx1hDi |
Physical AI systems in robots, driver assistance, and industrial equipment require fast, efficient computing for real-time sensing, decision-making, and control. However, sourcing processor IP and manufacturing from separate vendors can… |
Physical AI systems in robots, driver assistance, and industrial equipment require fast, efficient computing for real-time sensing, decision-making, and control. However, sourcing processor IP and manufacturing from separate vendors can… |
Update: The Trump administration committed $2,000,000,000 to quantum computing companies in exchange for equity stakes Majority of them are public and are surging today • Infleqtion $INFQ +6.3% • Rigetti $RGTI +3.8% • D-Wave Quantum $QBTS… |
Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO… |
Update: The Trump administration committed $2,000,000,000 to quantum computing companies in exchange for equity stakes Majority of them are public and are surging today • Rigetti $RGTI +8.7% • D-Wave Quantum $QBTS +8.1% • Infleqtion $INFQ… |