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Form 4 GLOBALFOUNDRIES Inc. For: Oct 15 Filed by: Azar Samak L

Fri, 16 Oct 2026 17:05:00 -0400

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GlobalFoundries (GFS) Reiterated at Overweight by Cantor Fitzgerald

Thu, 15 Oct 2026 09:56:05 -0400

(Updated - October 15, 2026 9:56 AM EDT)

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $90.00 price target on GlobalFoundries Inc. (NASDAQ: GFS).

The analyst commented, "GF was selected as the technology provider and operator for two new 300mm fabs in Malta, NY under a U.S.-Japan initiative providing up to $21B (~$10B for fab one, online in 2029; ~$10B for fab two). Crucially, Japan funds and owns the fabs via an SPV, with GF earning technology, construction, operating, and EBITDA-sharing fees over a minimum 20-year deal term. Not only is this investment bringing online significant new U.S. capacity (~10%

Stifel Reiterates Buy Rating on GlobalFoundries Inc. (GFS)

Thu, 15 Oct 2026 09:43:22 -0400

Stifel analyst Sahej Singh reiterated a Buy rating and $60.00 price target on GlobalFoundries Inc. (NASDAQ: GFS).

The analyst commented, "GFS was selected as technology provider and operator for two 300mm fabs at Malta, funded by up to $21B from Japan at no capital cost to GFS: a ~$10B first fab, online in 2029, and a potential ~$10B second fab, subject to a YE28 go/no-go, each ~900K wafers a year at maturity. Headline terms are set; definitive agreements pending. We are more constructive; this is less a capacity story than GFS monetizing its technology and fab know-how. Through 2028, fees arrive

GlobalFoundries sees approximately $3 billion in adjusted free cash flow from the deal over 10 years, EPS accretion

Wed, 14 Oct 2026 13:31:04 -0400

GlobalFoundries sees approximately $3 billion in adjusted free cash flow from the deal over 10 years.

GlobalFoundries expects annual EPS accretion of $0.50–$0.75 from the deal over the long term.

GlobalFoundries stock rises on U.S.-Japan semiconductor deal

Wed, 14 Oct 2026 09:19:02 -0400

Investing.com -- GlobalFoundries (NASDAQ:GFS) shares rose 4% after the company announced it was selected to operate two new semiconductor manufacturing facilities in Malta, New York, under a U.S.-Japan initiative providing up to $21 billion in funding.

The initiative, enabled by President Donald J. Trump’s trade and investment agreement with Japan, will see Japan provide the investment while GlobalFoundries contributes its technologies and operational capabilities as technology provider and operator.

An initial investment of approximately $10 billion will accelerate construction of a new 300mm semiconductor fab expected to come online in 2029. An additional $10 billion investment would fund

GlobalFoundries stock rises on U.S.-Japan semiconductor deal

Wed, 14 Oct 2026 09:19:02 -0400

An initial investment of approximately $10 billion will accelerate construction of a new 300mm semiconductor fab expected to come online in 2029. An additional $10 billion investment would fund

GlobalFoundries to build two chip fabs in New York under U.S.-Japan deal

Wed, 14 Oct 2026 08:31:00 -0400

GlobalFoundries (NASDAQ: GFS) announced it has been selected as the technology provider and operator for two new semiconductor manufacturing facilities at its Malta, New York, site under a U.S.-Japan initiative providing up to $21 billion in funding.

Japan will provide the investment capital, while GlobalFoundries will contribute its technology and operational capabilities. An initial investment of approximately $10 billion will fund construction of a new 300mm semiconductor fab expected to come online in 2029. An additional approximately $10 billion would fund a second fab.

The first fab is expected to add approximately 900,000 300mm wafers of annual manufacturing capacity when fully operational,

GlobalFoundries to build two chip fabs in New York under U.S.-Japan deal

Wed, 14 Oct 2026 08:31:00 -0400

The first fab is expected to add approximately 900,000 300mm wafers of annual manufacturing capacity when fully operational,

Form 6-K GLOBALFOUNDRIES Inc. For: Oct 14

Wed, 14 Oct 2026 08:31:00 -0400

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GlobalFoundries selected to operate two new semiconductor fabs in New York under landmark U.S.-Japan initiative

Wed, 14 Oct 2026 08:30:00 -0400

President Trump's agreement with Japan unlocks up to $21 billion investment to expand foundational semiconductor production, support American jobs and strengthen domestic supply chains

MALTA, N.Y., Oct. 14, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced it has been selected as the technology provider and operator for two new semiconductor manufacturing facilities (“fabs”) at its Malta, New York, site under a U.S.-Japan initiative providing up to $21 billion in funding. Enabled by President Donald J. Trump's trade and investment agreement with Japan, the initiative will accelerate trusted semiconductor manufacturing in the United States, strengthen critical supply chains

GlobalFoundries selected to operate two new semiconductor fabs in New York under landmark U.S.-Japan initiative

Wed, 14 Oct 2026 08:30:00 -0400

President Trump's agreement with Japan unlocks up to $21 billion investment to expand foundational semiconductor production, support American jobs and strengthen domestic supply chains

Form 4 GLOBALFOUNDRIES Inc. For: Oct 08 Filed by: Azar Samak L

Fri, 09 Oct 2026 17:05:00 -0400

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RBC on Semiconductor short interest as of September 30th