GlobalFoundries (GFS)
Information Technology · Semiconductor foundry manufacturing
A pure-play semiconductor foundry manufacturing advanced and mature process chips for computing, automotive, and industrial customers globally.
What GlobalFoundries does
GlobalFoundries is a leading semiconductor foundry that manufactures integrated circuits for a diverse range of customers across computing, automotive, mobile, and industrial markets. The company operates one of the largest pure-play foundry businesses globally, providing manufacturing services to fabless semiconductor design companies and other customers. GFS operates multiple fabrication facilities across the United States, Europe, and Asia, supporting advanced and mature process nodes.
Themes: ["semiconductor manufacturing / foundry","advanced process nodes","industrial IoT semiconductors","automotive electronics","AI infrastructure"]
Fundamentals
- Price$69.71 as of 2026-07-09 close
- Market cap$38.2B as of 2026-07-10
- 1-year return+70.1% as of 2026-07-09 close
- P/E49.10 as of 2026-07-10
- Net margin+11.4% as of 2026-07-10
- Gross margin+26.1% as of 2026-07-10
- ROE+6.7% as of 2026-07-10
- Debt / equity0.14 as of 2026-07-10
- Revenue growth (YoY)+0.8% as of 2026-07-10
- Beta1.79 as of 2026-07-10
Dividend: yield +0.7%; pays a dividend.
Key risks (from latest filing)
["Intense competition from larger foundries (TSMC, Samsung) with greater scale and R&D investment, pressuring pricing and market share","Cyclical semiconductor demand and capital intensity of foundry operations create volatile earnings and require continuous investment in new process technology","Dependence on a limited number of large customers for significant revenue concentration risk"]
Competitors & peers
- Taiwan Semiconductor Manufacturing Company (TSMC)
- Samsung Electronics
- Intel Foundry Services
- United Microelectronics Corporation (UMC)
- SMIC (Semiconductor Manufacturing International Corporation)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.