Semiconductors

GlobalFoundries

应用材料AMAT

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AMAT

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04335

Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

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INTEL-T

Memory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?

Navitas and GlobalFoundries Establish Long-term Strategic Partnership to Enhance GaN Development and Manufacturing

GlobalFoundries and BAE Systems Partner on Radiation-Hardened Semiconductors for Space Applications

GlobalFoundries Acquires Advanced Microfabrication Company in Singapore to Enhance Silicon Photonics Capabilities

Evercore ISI and Needham Maintain Buy Rating on GlobalFoundries

Morgan Stanley Maintains Hold Rating on GlobalFoundries with Price Target of $35

JPMorgan Downgrades GlobalFoundries Target Price to $35

GlobalFoundries released FY2025 9 Months Earnings on November 12 Pre-Market (EST), actual revenue USD 4.961 B, actual EPS USD 1.229

GlobalFoundries released FY2025 Q3 earnings on November 12 Pre-Market (EST), actual revenue USD 1.688 B (forecast USD 1.68 B), actual EPS USD 0.44 (forecast USD 0.2892)

GlobalFoundries Obtains TSMC GaN Technology License to Accelerate Domestic Manufacturing

GlobalFoundries reports third-quarter 2025 earnings

GlobalFoundries to Release FY2025 Q3 Earnings on November 12 Pre-Market EST, Forecast Revenue USD 1.68 B, EPS USD 0.2892

GlobalFoundries and Silicon Labs Expand Collaboration to Support US Chip Manufacturing

GlobalFoundries Announces $1.1 Billion Expansion of Dresden Plant in Germany

Boothe Investment Group Acquires New Position in GlobalFoundries

CGD Enhances Single-Chip ICeGaN Power Devices Supply Chain With GlobalFoundries

GLOBALFOUNDRIES Inc. to Release Q3 2025 Financial Results

CNBC team discusses semiconductor production and market

Applied Materials and GlobalFoundries Collaborate to Establish Photonics Foundry in Singapore

GlobalFoundries Inc. Reports Exceeding EPS and Raises Q3 Guidance

China CCPIT President Ren Hongbin Meets CEOs of GlobalFoundries and Omron

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