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Can Monolithic Power's GFS Production Deal Drive Future Growth?
MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.
Zacks
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ASE Technology Surges 16% in 3 Months: Time to Hold or Fold the Stock?
ASX's LEAP momentum and rising ATM margins support growth, but EMS pressure and a premium valuation warrant caution.
Zacks
Taiwan Semiconductor Retains 73% Foundry Share: Is the Stock a Buy?
TSMC holds a 73% foundry share as AI demand surges, while N2, N3 and advanced packaging investments fuel its growth outlook.
Zacks
GLOBALFOUNDRIES (GFS) Surged on Robust CID Growth and Dividend Announcement
GLOBALFOUNDRIES (GFS) Surged on Robust CID Growth and Dividend Announcement...
Yahoo! Finance: News
TSMC Commits Higher CapEx in 2026 While Raising Dividend Payouts
Taiwan Semiconductor raises 2026 CapEx to $60B-$64B and plans higher dividends as AI, HPC and 5G demand fuels growth.
Zacks
TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy?
TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.
Zacks
TSMC's July Revenues Soar: How Should You Play the Stock Now?
Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.
Zacks
GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint
GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint GlobalFoundries Selects Redpanda to Unify Real-Time Data and Power AI Agents Across its Global Manufacturing Footprint PR Newswire SAN FRANCISCO, Aug. 10, 2026 Collaboration...
PR Newswire
GlobalFoundries Q2 Earnings Call Highlights AI Data Center Momentum
GFS raises its 2026 data center outlook in Q2 earnings as optical demand surges, while a richer mix lifts margins and new IP broadens its AI opportunity.
Zacks
GlobalFoundries Says AI Data Center Business Is Still in the 'Early Innings'
GlobalFoundries (GFS) stock fell despite beating Q2 2026 earnings expectations. Get key details on revenue, margins, and Q3 outlook.read more...
Benzinga

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