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ENTITY
GLOBALFOUNDRIES

GLOBALFOUNDRIES (GFS US)

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Analysis
Information TechnologyUnited States
GLOBALFOUNDRIES Inc. operates as a semiconductor contract manufacturing and design company. The Company offers chips designed for markets such as mobility, automotive, computing and wired connectivity, and consumer internet of things (IoT). GLOBALFOUNDRIES serves customers worldwide.
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bearishGLOBALFOUNDRIES
05 Sep 2023 04:15

Globalfoundries Not Amused By TSMC's European JV

​Globalfoundries is apparently not impressed with TSMC's planned JV in Germany. However, they just inked a deal of their own to create a JV with ST...

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bearishARM Holdings
04 Sep 2023 05:45

ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we undetake a peer...

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bearishARM Holdings
24 Aug 2023 07:37

ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins

Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...

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bearishARM Holdings
23 Aug 2023 07:02

ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...

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bullishARM Holdings
22 Aug 2023 13:17

ARM Holdings Limited - The Positives - Pervasive Global Presence

Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...

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