GlobalFoundries is budgeting $4 billion in net capital expenditure for 2027 on a better silicon photonics outlook, bringing forward its $1 billion run-rate revenue target to 2027 from 2028. It expects a 10% average selling price improvement in 2027.
An unexpectedly strong boom in low-power, untethered devices will boost demand for GF’s specialty processes.
Single-sourced products may offer limited assurance as customers can find cheaper or superior substitutes from peers.
Metric | GFS | 01347 | 2303 |
|---|---|---|---|
Price/Earnings (Normalized) | 26.88 | 162.71 | 15.14 |
Price/Book Value | 1.90 | 3.19 | 2.79 |
Price/Sales | 3.15 | 6.20 | 4.83 |
Price/Cash Flow | 9.71 | 33.70 | 10.81 |
Metric | GFS | 01347 | 2303 |
|---|---|---|---|
Quick Ratio | 1.87 | 3.09 | 2.69 |
Current Ratio | 2.58 | 3.56 | 3.27 |
Interest Coverage | — | −0.85 | 65.94 |
Metric | GFS | 01347 | 2303 |
|---|---|---|---|
Return on Assets (Normalized) | 2.35% | — | 11.58% |
Return on Equity (Normalized) | 3.37% | — | 17.42% |
Return on Invested Capital (Normalized) | 2.25% | — | 14.89% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| NVIDIA Corp NVDA | LOCK|!h<@R<HK | LOCK|z^@ | $4T | |||
| Taiwan Semiconductor Manufacturing Co Ltd ADR TSM | LOCK|T^#<xj | LOCK|%^ | $2T | |||
| Broadcom Inc AVGO | LOCK|?%C!#>w | LOCK|%? | $2T | |||
| Advanced Micro Devices Inc AMD | LOCK|z@Vf&%YS | LOCK|^@q$ | $845B | |||
| Micron Technology Inc MU | LOCK|&@<C><b | LOCK|TQ | $820B | |||
| SK hynix Inc ADR SKHY | LOCK|%^y&J$V | LOCK|!rx | $636B | |||
| Intel Corp INTC | LOCK|dbXj#^ | LOCK|Q? | $309B | |||
| Texas Instruments Inc TXN | LOCK|m^yQ%Z^? | LOCK|#&< | $275B | |||
| ARM Holdings PLC ADR ARM | LOCK|&!>@@& | LOCK|@D | $194B | |||
| Analog Devices Inc ADI | LOCK|k?$&C%K! | LOCK|hQ | $191B |
United States