业绩总结 - 2024年第二季度净收入为16.32亿美元，同比下降12%[15] - 2024年第二季度非国际财务报告准则调整后息税折旧摊销前利润为6.10亿美元，同比下降9%[15] - 2024年第二季度毛利润为3.95亿美元，同比下降26%[15] - 2024年第二季度非国际财务报告准则毛利率为25.2%，同比下降440个基点[15] - 2024年第二季度稀释每股收益为0.28美元，同比下降35%[15] - 2024年第二季度自由现金流为3.02亿美元，较2023年第二季度的1.46亿美元增长约106%[27] 用户数据 - 2024年第二季度wafer出货量为517千片，同比下降10%[15] - 智能移动设备市场2024年第二季度收入为7.62亿美元，同比下降3%[16] - 通信基础设施与数据中心市场2024年第二季度收入为1.54亿美元，同比下降27%[16] - 汽车市场2024年第二季度收入为2.70亿美元，同比增长10%[16] 未来展望 - 2024年第三季度净收入预期为17亿至17.5亿美元[20] - 2024年第三季度毛利润预期为3.76亿至4.25亿美元，毛利率中点为23.2%[20] - 2024年第三季度运营利润预期为1.16亿至1.93亿美元，运营利润率中点为9.0%[20] - 2024年第三季度净收入预期为1亿至1.69亿美元，净收入率中点为7.8%[20] 财务状况 - 截至2024年6月30日，现金及现金等价物为21.84亿美元，较2023年12月31日的23.87亿美元下降约4%[23] - 2024年第二季度总资产为179.27亿美元，较2023年12月31日的180.44亿美元下降约1%[23] 历史对比 - 2024年第二季度净收入为1.55亿美元，较2023年同期的2.37亿美元下降约35%[25] - 2023年第二季度净收入为1,845百万美元，较2022年第二季度的1,993百万美元下降7.4%[29] - 2023年第二季度净利润为237百万美元，净利润率为12.8%[29] - 2023年第二季度非国际财务报告准则调整后EBITDA为668百万美元，调整后EBITDA利润率为36.2%[29]

GlobalFoundries Inc. TABLE OF CONTENTS Unaudited Financial Statements Page | --- | --- | |----------------------------------------------------------------------------------------|-------| | | | | | | | Interim Condensed Consolidated Statements of Financial Position | 2 | | Interim Condensed Consolidated Statements of Operations | 3 | | Interim Condensed Consolidated Statements of Comprehensive Income (Loss) | 4 | | Interim Condensed Consolidated Statements of Changes in Equity | 5 | | Interim Condensed Cons ...

GlobalFoundries Inc. (GFS) shares rallied 6.8% in the last trading session to close at $58.13. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.1% gain over the past four weeks. GlobalFoundries extended its rally, driven by its U.S. manufacturing capabilities to support its domestic chip manufacturing amid rising geopolitical tensions, including increasing trade restrictions on China. This company is expecte ...

Semiconductor foundry GlobalFoundries (NASDAQ:GFS) popped sharply higher on Wednesday, gaining about 10% before paring back some of the enthusiasm. Recent comments by former President Donald Trump catapulted the swing up. A potential pivot to an isolationist stance may benefit GFS stock as domestic chip production rises. Based in Malta, New York, GlobalFoundries, according to its profile, "manufactures various semiconductor devices, including microprocessors, mobile application processors, baseband processo ...

Semiconductor stocks are having a rough time of things Wednesday, with shares of giants such as Taiwan Semiconductor Manufacturing (TSM -7.52%) falling more than 7% on worries of additional U.S. government interference with the chip market. Playing politics with semiconductors The implication: If reelected, Trump might aim to reduce dependence on Taiwanese chips. And the unspoken implication: He might impose tariffs on chips sold by Taiwan Semiconductor. Is GlobalFoundries stock a buy? To the contrary, with ...

The company will host a conference call with the financial community on Tuesday, August 6, 2024, at 8:30 a.m. ET. Interested parties may join the scheduled conference call by registering here. ©GlobalFoundries Inc. GF, GlobalFoundries, the GF logos and other GF marks are trademarks of GlobalFoundries Inc. or its subsidiaries. All other trademarks are the property of their respective owners. Conference Call and Webcast Information About GF ir@gf.com The company's financial results and a webcast of the confer ...

"We are committed to being the foundation of our customers' power applications today and for decades to come," said Niels Anderskouv, chief business officer at GF. "With this acquisition, GF takes another step toward accelerating the availability of GaN and empowering our customers to build the next generation of power management solutions that will reshape the future of mobility, connectivity and intelligence." "GlobalFoundries is at the forefront of technological advancements. With Tagore Technology joini ...

"We are committed to being the foundation of our customers' power applications today and for decades to come," said Niels Anderskouv, chief business officer at GF. "With this acquisition, GF takes another step toward accelerating the availability of GaN and empowering our customers to build the next generation of power management solutions that will reshape the future of mobility, connectivity and intelligence." Combining this manufacturing capacity with the technical know-how of the Tagore team, GF is set ...

However, not all chip stocks have profited equally from these developments. In fact, quite a few semiconductor stocks are down so far in 2024. The chip industry is large, and many companies serve fields such as industrial, automotive or consumer electronics that are not enjoying the same demand tailwinds as AI-enabled chips. Intel (INTC) The past returns are certainly brutal. INTC stock has fallen 35% over the past five years, whereas the Vaneck Semiconductor ETF (NASDAQ:SMH) has soared nearly 400% over the ...

MALTA, N.Y., June 20, 2024 (GLOBE NEWSWIRE) -- BAE Systems (LON: BA) and GlobalFoundries (Nasdaq: GFS) (GF) today announced a new collaboration to strengthen the supply of critical semiconductors for national security programs. Under the strategic agreement, the companies will align technology roadmaps and collaborate on long-term strategies for increasing U.S. semiconductor innovation and manufacturing, with the joint goal of advancing the ecosystem for domestic fabrication and packaging of secure chips an ...