A renewed focus in Washington on securing America’s domestic manufacturing base has sent a powerful jolt through financial markets. Investors, increasingly aligning their capital with national strategic priorities, appear to have coalesced around a key U.S.-based semiconductor manufacturer. This sudden shift triggered a surge in the company's stock price and a flurry of bullish activity, pointing to a clear and compelling catalyst. The market's message was unambiguous: in the high-stakes race to secure Amer ...

For more on the chip business and the Trump administration's efforts to boost domestic manufacturing, we're joined in an exclusive interview today by Global Foundaries executive chair Tom Caulfield here at Post9. Tom, welcome back. Good to have you.Thanks, Carl. Um, are the Taiwanese serious. Anything we can say to move this along.Look, I I think every business, this is about businesses, not governments. Every business gets to choose how they want to satisfy their customers. What are their business and fina ...

Applied Materials Inc. (NASDAQ:AMAT) is one of the best NASDAQ stocks to buy according to hedge funds. On September 24, Applied Materials announced a partnership with GlobalFoundries Inc. (NASDAQ:GFS) to accelerate the photonics revolution, which is being driven by AI. The collaboration will establish a state-of-the-art waveguide fabrication facility at GlobalFoundries’ Singapore site. The initiative positions photonics as a cornerstone technology for next-gen AI applications. Under the partnership, Appli ...

GlobalFoundries Inc. (NASDAQ:GFS) is one of the worst-performing data center stocks in 2025. On September 23, the company announced a partnership with Egis Technology at its Technology Summit in Shanghai. The collaboration focuses on advanced smart sensing solutions and will aim to develop direct time-of-flight (dToF) sensors using GF’s 55nm platform for mobile, IoT, and automotive applications. GlobalFoundries (GFS) Partners with Egis Technology to Drive Advanced Smart Sensing Innovation Photo by Jeshoo ...

U.S. stocks were mixed, with the Nasdaq Composite gaining more than 100 points on Monday.Shares of Tilray Brands, Inc. (NASDAQ: TLRY) rose sharply during Monday's session.Shares of cannabis-linked stocks traded higher after President Donald Trump posted a video on Truth Social on Sunday, promoting the potential health benefits of cannabis. Cannabis stocks lit up on Monday after Trump resurrected hopes for a change in federal drug policy.Tilray Brands shares jumped 39.2% to $1.5983 on Monday.Here are some ot ...

Glass-waveguide based detachable fiber connector solutions enabling co-packaged optics will be demonstrated at ECOC 2025 and GF’s Technology SummitMALTA, N.Y., Sept. 29, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) (GF) today announced a collaborative effort with Corning Incorporated (NYSE: GLW) to develop detachable fiber connector solutions for GF’s silicon photonics platform. Corning’s GlassBridge™ solution, a glass-waveguide based edge-coupler compatible with the platform’s v-grooves, is desig ...

股价表现 - 公司股价单日大涨8.4%至35.59美元 成交放量显著 [1] - 过去四周股价累计下跌2.2% 本次上涨逆转短期下跌趋势 [1] 政策驱动因素 - 特朗普政府拟推新政 要求半导体企业在美国本土生产芯片以满足国内需求 [2] - 新政可能推动对公司美国芯片产能的需求增长 [2] 财务预期 - 预计季度每股收益0.39美元 同比下降4.9% [3] - 预计季度营收16.8亿美元 同比下降3.7% [3] - 过去30天内共识每股收益预期维持不变 [4] 同业对比 - 同业公司QuickLogic股价单日上涨1.2%至6.12美元 [4] - QuickLogic过去一个月累计上涨9.6% [4] - QuickLogic预计每股亏损0.21美元 同比恶化250% [5]

Last year I rated GlobalFoundries (NASDAQ: GFS ) a buy on the basis that the semiconductor industry was poised for a turnaround and they were cheaper than the sector median. While I did mentionI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have bee ...

A "Wall Street Journal" report highlighted a new potential semiconductor tariff rule, boosting U.S. chip manufacturers.Shares of U.S.-based semiconductor manufacturing company GlobalFoundries (GFS 7.69%) rallied on Friday, with the stock up 6.7% as of 1:50 p.m. ET.Last night, the Wall Street Journal published an article outlining a new Trump administration proposal to phase in tariffs on semiconductors. If such a tariff were implemented, it could boost demand for U.S.-based chipmaking, which could help boos ...

GlobalFoundries could be in line to receive more orders if the Trump administration's plan to boost U.S. chip manufacturing comes to fruition. ...