---
title: "GFS GlobalFoundries"
canonical: "https://supercyclehq.com/stock/globalfoundries"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "GFS"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# GlobalFoundries (GFS)

GlobalFoundries is a contract chipmaker, or foundry, that manufactures semiconductors designed by other companies.

## AI Exposure Score

**40/100, Growing.** GlobalFoundries does not make leading-edge AI compute, but its specialty processes in silicon photonics, power management, and RF feed the data center bill of materials around every accelerator. The thesis depends on AI driving volume through those platforms and on its US capacity, backed by CHIPS Act support, gaining strategic value.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $41.82 |
| Change 1d | -0.19% |
| Change 7d | -7.07% |
| Change 30d | -16.64% |
| Change 1y | +17.74% |
| 52-week high | $89.61 |
| 52-week low | $32.11 |
| Market cap | $23.3B |
| P/E | 32.67 |
| EPS | $1.28 |
| Next earnings | 2026-11-04 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Malta, NY |
| CEO | Timothy Graham Breen |
| Employees | 14,000 |
| Website | https://gf.com |
| Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) |

## What the company does

GlobalFoundries is a contract chipmaker, or foundry, that manufactures semiconductors designed by other companies. It is the largest foundry headquartered in the US, running fabs in New York, Vermont, Germany, and Singapore. Rather than chasing the smallest transistors, it focuses on specialty processes where power efficiency, reliability, and radio performance matter most.

Its platforms include GF Fotonix, a silicon photonics process that puts optical and electronic components on one chip for AI data center interconnects, alongside the 22FDX low-power platform, power management chips, and RF solutions used in smartphones, cars, and satellites.

Founded in 2009 when AMD spun off its manufacturing arm, GlobalFoundries is headquartered in Malta, New York, employs about 14,000 people, and has received federal CHIPS Act support to expand its US capacity.

## Role in the AI buildout

GlobalFoundries sits in the Semiconductors layer and Chip Equipment layer of the buildout. AI servers need far more than GPUs: every rack carries power management chips, connectivity silicon, and increasingly optical interconnect components, and GlobalFoundries' specialty processes produce many of them. Its GF Fotonix platform targets the shift to optical links inside AI data centers, while its US-based fabs give hyperscalers and the government a secure domestic supply option.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $649,638 | 0.00% | trimmed | 2026-06-30 |

## FAQ

### What does GlobalFoundries do?

GlobalFoundries is a semiconductor foundry: it manufactures chips designed by other companies. It specializes in mature and specialty process nodes for power management, radio frequency, automotive, and silicon photonics chips, operating fabs in the US, Germany, and Singapore.

### How is GlobalFoundries exposed to AI?

GlobalFoundries makes the supporting chips around AI accelerators, including power management silicon and photonics components for optical interconnects. Supercycle rates it Growing with an AI Exposure Score of 40 out of 100, since most revenue still comes from smartphones, cars, and connected devices.

### Does GlobalFoundries make AI GPUs?

No. Leading-edge AI processors are made mainly by TSMC and Samsung. GlobalFoundries focuses on specialty nodes, so its AI role is supplying the power, connectivity, and photonics chips that sit alongside accelerators in servers rather than the accelerators themselves.

### Who leads GlobalFoundries?

Timothy Breen serves as CEO of GlobalFoundries, which is headquartered in Malta, New York. The company was created in 2009 from AMD's former manufacturing operations and employs about 14,000 people across its global fab network.

### Is GFS a pure play AI stock?

No. Supercycle classifies GlobalFoundries as Growing. AI-related demand for its photonics and power chips is rising, but the business is diversified across automotive, mobile, and industrial markets, and the thesis rests as much on secure US supply as on the buildout.

---

Source: https://supercyclehq.com/stock/globalfoundries. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.