Core Insights - GlobalFoundries operates as a foundry specializing in CMOS processes, focusing on nodes above 10 nanometers, with manufacturing sites across the U.S., Asia, and Europe [1] Group 1: Company Strategy - The company's strategy is built on three pillars, starting with differentiated technology that allows it to pursue manufacturing opportunities from 12 and 14-nanometer FinFET up to 180-nanometer [2] - The second pillar emphasizes the company's strong, long-standing relationships with customers, which is a key aspect of its approach [3]

GLOBALFOUNDRIES (NasdaqGS:GFS) 2025 Conference September 08, 2025 04:45 PM ET Company ParticipantsJohn Hollister - CFOConference Call ParticipantsJim Schneider - Senior Equity AnalystJim SchneiderOkay, let's get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communicopia Technology Conference. My name is Jim Schneider. I'm the Senior Director Analyst here at Goldman Sachs. It's my pleasure to welcome GlobalFoundries and CFO John Hollister to the stage today.John HollisterThank you, John. I ...

Strategic Collaboration to Deliver Practical Chip Design Experience to Prepare the Next Generation of Engineering TalentKey Highlights  Launching a pilot 'chip design to tapeout' flow curriculum, enabling academic institutions with industry-aligned coursework. Pilot testing underway at over 40 select worldwide universities with intent to scale. Combination of access to Synopsys' EDA solutions and GlobalFoundries' technology solutions to provide students valuable, real-world experience. SUNNYVALE, Calif. and ...

智通财经APP获悉，根据TrendForce集邦咨询最新调查，2025年第二季因中国市场消费补贴引发的提前 备货效应，以及下半年智能手机、笔电/PC、Server新品所需带动，整体晶圆代工产能利用率与出货量 转强，推升全球前十大晶圆代工厂营收至417亿美元以上，季增达14.6%的新高纪录。 第三季晶圆代工主要成长动能来自新品季节性拉货，先进制程迎来即将推出的新品主芯片订单，高价晶 圆将明显助力产业营收，成熟制程亦有周边IC订单加持，预期产业整体产能利用率将较前一季提升，推 动营收持续季增。 第二季前十大晶圆代工业者个别营收表现 | Ranking | Company | | Revenue | | | Market Share | | --- | --- | --- | --- | --- | --- | --- | | | | 2025 | 1025 | Q0Q | 2025 | 1Q25 | | 1 | 台积电(TSMC) | 30,239 | 25,517 | 18.5% | 70.2% | 67.6% | | 2 | 三星(Samsung) | 3,159 | 2,893 | 9.2% | 7.3% ...

胡 维 多 曾 担 任 Qorvo 大 中 华 区 及 亚 太 区 销 售 副 总 裁 ， 此 前 在 宏 达 国 际 电 子 （ HTC ） 和 博 通 （Broadcom）工作。 格罗方德（GlobalFoundries）9月1日宣布，任命半导体行业资深人士胡维多（Victor Hu）为销售 副总裁兼中国区总裁。胡维多拥有超过25年半导体及技术领域领导经验，他将负责公司在中国市场 的战略规划、新业务拓展以及合作伙伴关系建设。 ...

胡维多将负责公司在中国市场的战略规划、新业务拓展以及合作伙伴关系建设。 胡维多曾在Qorvo，担任Qorvo大中华区及亚太区销售副总裁，此前在宏达国际电子（HTC）和博通 （Broadcom）工作。（一财科技） 格罗方德（GlobalFoundries）9月1日宣布，任命半导体行业资深人士胡维多（Victor Hu）为销售副总裁 兼中国区总裁。胡维多拥有超过25年半导体及技术领域领导经验，他将负责公司在中国市场的战略规 划、新业务拓展以及合作伙伴关系建设。 ...

Industry’s first high-performance complementary BiCMOS technology delivers performance and power advantages for essential markets and applicationsSANTA CLARA, Calif., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Today at its annual Technology Summit in California, GlobalFoundries (GF)(Nasdaq: GFS) announced the production release of its 130nm complementary Bi-CMOS (CBIC) platform, the company’s highest-performance silicon germanium (SiGe) technology to date. Now available for design with a process design kit (PDK), 13 ...

Core Insights - GlobalFoundries has introduced its 22FDX+ with Resistive RAM (RRAM) technology, enhancing its embedded non-volatile memory solutions for AI IoT applications and wireless microcontrollers [1][2] Group 1: Technology Advancements - The new RRAM technology, integrated with the 22FDX® platform, provides secure, low-latency, high-density embedded memory, suitable for code storage in intelligent devices [1][2] - GF's embedded RRAM features cost-effective memory with low power read/write capabilities, high endurance, and excellent retention, improving data retention, reliability, security, and power efficiency [2] Group 2: Market Applications - RRAM's high density and scalability are particularly beneficial for AI-enabled IoT devices, including sensors, wearables, and industrial systems, facilitating more effective neural networks [3] - The introduction of 22FDX+ RRAM is seen as a significant advancement for secure, scalable, and power-efficient edge intelligence, addressing the growing demands for performance and sustainability in connected systems [4] Group 3: Future Outlook - A macro preliminary design kit for 22FDX+ RRAM is available to assist in the design process, with volume production expected in 2026, driven by key customer engagements [4] - Future generations of embedded RRAM technology and deployments to other platforms are currently in development, indicating ongoing innovation in the sector [4]

Core Insights - GlobalFoundries (GF) has achieved a significant milestone in its 40nm process technology by shipping over 10 million Wi-Fi units in collaboration with Silicon Labs, marking a step forward in the production of energy-efficient connected devices [1][2][3] Group 1: Partnership and Technology - The partnership between GF and Silicon Labs focuses on delivering cost-effective, feature-rich CMOS solutions that are essential for next-generation edge devices [2] - GF's 40LP process technology is designed for low leakage in standby mode, supporting power-efficient, always-on intelligent devices [2] - The SiWX917 chip from Silicon Labs is engineered to enhance battery life while ensuring a secure connection for IoT devices, thus addressing critical challenges in the market [3] Group 2: Market Impact and User Experience - This collaboration is expected to expand the IoT ecosystem and enhance user experiences by providing high-performance wireless technology [4] - The partnership aims to eliminate the trade-off between robust Wi-Fi connectivity and long battery life, allowing innovators to focus on user experience and faster market delivery [5] Group 3: Company Profiles - GlobalFoundries is a leading semiconductor manufacturer that focuses on delivering high-performance products for various high-growth markets, including automotive and IoT [6] - Silicon Labs specializes in low-power connectivity solutions and provides advanced edge connectivity applications, operating in over 16 countries [7]

Core Points - Nvidia's earnings report is highly anticipated and is seen as a bellwether for the broader market, potentially influencing stock trends for the year [3] - Nvidia's stock has a significant weight in the S&P 500, accounting for approximately 8% [4] - Nvidia reported strong Q2 earnings with revenue of $46.7 billion, exceeding market expectations, but its data center revenue was slightly below expectations [7] Company Performance - Nvidia's Q2 revenue was $46.7 billion, up from $30.04 billion year-over-year, and above the market expectation of $46.058 billion [7] - The company's Q2 net profit was $26.422 billion, compared to $16.599 billion in the same quarter last year, and above the expected $23.465 billion [7] - Nvidia announced an additional $60 billion stock buyback plan [5][7] Market Reaction - Following the earnings report, Nvidia's stock initially dropped over 5% in after-hours trading but later narrowed the decline to under 2% [5] - Despite the drop, Nvidia has exceeded earnings expectations in 12 out of the last 13 quarters, although it has seen stock price declines after earnings releases in 5 instances [5] Other Company Updates - CrowdStrike reported Q2 revenue of $1.17 billion, surpassing expectations of $1.15 billion [8] - Snowflake anticipates Q3 product revenue of approximately $1.13 billion, slightly above analyst expectations [9] - GlobalFoundries reported good progress in obtaining subsidies under the CHIPS Act without the need to relinquish equity [10]