0.29%
-3.29%
13.70%
-18.64%
-24.52%
-15.89%
-10.56%
AI Spotlight on GFS
Company Description
GLOBALFOUNDRIES Inc.operates as a semiconductor foundry worldwide.It manufactures integrated circuits, which enable various electronic devices that are pervasive.
The company manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, power management units, and microelectromechanical systems, as well as offers mainstream wafer fabrication services and technologies.The company was founded in 2009 and is based in Malta, New York.
Market Data
| Last Price | 41.5 |
| Change Percentage | 0.29% |
| Open | 41.99 |
| Previous Close | 41.38 |
| Market Cap ( Millions) | 23053 |
| Volume | 1089638 |
| Year High | 61.98 |
| Year Low | 35.85 |
| M A 50 | 42.94 |
| M A 200 | 45.52 |
Financial Ratios
| FCF Yield | 5.24% |
| Dividend Yield | 0.00% |
| ROE | 6.58% |
| Debt / Equity | 20.86% |
| Net Debt / EBIDTA | 5.08% |
| Price To Book | 1.99 |
| Price Earnings Ratio | 30.87 |
| Price To FCF | 19.1 |
| Price To sales | 3.4 |
| EV / EBITDA | 9.82 |
News
- Jan -17 - GlobalFoundries Announces New York Advanced Packaging and Photonics Center
- Jan -02 - GlobalFoundries climbs after settling lawsuits with IBM
- Jan -02 - IBM, GlobalFoundries settle lawsuits over contract, trade secrets
- Jan -02 - GlobalFoundries and IBM Announce Settlement and Resolution of All Litigation Matters
- Dec -06 - GlobalFoundries CEO on the state of semiconductors and CHIPS Act
- Dec -04 - Soitec to supply wafers to GlobalFoundries' 9SW platform
- Dec -04 - GlobalFoundries GaN Chip Manufacturing Advances with $9.5 Million U.S. Federal Funding
- Dec -03 - Beyond NVIDIA: Top 5 Semiconductor Stocks to Watch for 2025
- Dec -02 - Dogs of Tech: 3 Semiconductor Stocks Set for a 2025 Rebound
- Nov -20 - US finalizes $1.5 billion chips award for GlobalFoundries to expand production
- Nov -06 - GlobalFoundries' poised to get final Chips Act award - source
- Nov -06 - Why Globalfoundries Rallied Today
- Nov -06 - Why Global Foundries Stock Jumped Today
- Nov -05 - GlobalFoundries CEO on earnings beat: smart devices and autos helped drive growth
- Nov -05 - GlobalFoundries, Inc. (GFS) Q3 2024 Earnings Call Transcript
- Nov -05 - GlobalFoundries (GFS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
- Nov -05 - Short Squeeze - GlobalFoundries Stock Soars On Q3 Earnings Beat, Strong Q4 Outlook
- Nov -05 - GlobalFoundries Inc. (GFS) Tops Q3 Earnings and Revenue Estimates
- Nov -05 - GlobalFoundries forecasts upbeat Q4 results on strong demand from smartphone makers
- Nov -05 - GlobalFoundries Reports Third Quarter 2024 Financial Results
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Wafer Fabrication
Expected Growth : 8.3 %
What the company do ?
Wafer Fabrication from GLOBALFOUNDRIES Inc. is a semiconductor manufacturing process that creates integrated circuits on silicon wafers for various electronic devices.
Why we expect these perspectives ?
GLOBALFOUNDRIES' 8.3% growth in Wafer Fabrication is driven by increasing demand for 5G and IoT devices, adoption of 7nm and 5nm process nodes, and growing market share in the automotive and industrial sectors. Additionally, the company's strategic partnerships and investments in emerging technologies such as AI and 5G are contributing to its growth momentum.
Segment n°2 -> Engineering and Other Pre-fabrication Services
Expected Growth : 10.43 %
What the company do ?
GLOBALFOUNDRIES Inc.'s Engineering and Other Pre-fabrication Services provide design, development, and testing of semiconductor wafers before fabrication, ensuring efficient and high-quality chip production.
Why we expect these perspectives ?
GLOBALFOUNDRIES Inc.'s 10.43% growth in Engineering and Other Pre-fabrication Services is driven by increasing demand for customized semiconductor solutions, expansion into emerging markets, and strategic partnerships. Additionally, the company's focus on innovation, cost reduction, and operational efficiency has enabled it to capitalize on the growing trend of outsourcing fabrication services.
Globalfoundries Inc. Products
| Product Range | What is it ? |
|---|---|
| Leading-Edge FinFET | GLOBALFOUNDRIES' Leading-Edge FinFET technology provides high-performance and low-power solutions for advanced computing, mobile, and networking applications. |
| RF SOI | GLOBALFOUNDRIES' RF SOI (Silicon-on-Insulator) technology offers high-performance and low-power solutions for radio frequency (RF) and millimeter wave (mmWave) applications. |
| FD-SOI | GLOBALFOUNDRIES' FD-SOI (Fully Depleted Silicon-on-Insulator) technology provides low-power and high-performance solutions for IoT, automotive, and industrial applications. |
| BCD (Bipolar-CMOS-DMOS) | GLOBALFOUNDRIES' BCD technology offers high-voltage and high-current capabilities for power management, automotive, and industrial applications. |
| ASIC (Application-Specific Integrated Circuit) | GLOBALFOUNDRIES' ASIC technology provides customized and optimized solutions for specific applications, such as data center, artificial intelligence, and 5G infrastructure. |
| SiGe (Silicon-Germanium) | GLOBALFOUNDRIES' SiGe technology offers high-performance and low-power solutions for wireless, radar, and millimeter wave applications. |
GLOBALFOUNDRIES Inc.'s Porter Forces
Threat Of Substitutes
GLOBALFOUNDRIES Inc. faces moderate threat from substitutes, as customers have limited alternatives for advanced semiconductor manufacturing services.
Bargaining Power Of Customers
GLOBALFOUNDRIES Inc. has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
GLOBALFOUNDRIES Inc. relies on a few key suppliers for critical components, giving them some bargaining power, but the company's scale and diversification mitigate this risk.
Threat Of New Entrants
The high barriers to entry in the semiconductor manufacturing industry, including significant capital expenditures and technological expertise, make it difficult for new entrants to challenge GLOBALFOUNDRIES Inc.'s position.
Intensity Of Rivalry
The semiconductor manufacturing industry is highly competitive, with several established players competing for market share, leading to a high intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 17.60% |
| Debt Cost | 4.53% |
| Equity Weight | 82.40% |
| Equity Cost | 12.01% |
| WACC | 10.69% |
| Leverage | 21.36% |
GLOBALFOUNDRIES Inc. : Quality Control
GLOBALFOUNDRIES Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ON | ON Semiconductor Corporation provides intelligent sensing and power solutions worldwide. Its intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers … |
| ADI | Analog Devices, Inc. designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems that leverage analog, mixed-signal, and digital signal processing technologies. The company provides data converter products, which … |
| AMD | Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as … |
| NVDA | NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce … |
| INTC | Intel Corporation engages in the design, manufacture, and sale of computer products and technologies worldwide. The company operates through CCG, DCG, IOTG, Mobileye, NSG, PSG, and All Other segments. It … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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NVIDIA
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Analog Devices
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ON Semiconductor
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AMD
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GLOBALFOUNDRIES
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