GFS GlobalFoundries Loading... : Bullish and Bearish Analyst Opinions
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03:13
Jul 19
Jul 19
Named in photonics sector accumulation list during a high-beta sell-off dip.
MED
14:54
Jul 16
Jul 16
Watch GFS, JBL, and POET as supply-chain partners in Sivers' CPO laser ramp; mentioned as qualification/HVM partners in a constrained CW capacity environment, making them read-through beneficiaries rather than direct author positions.
MED
19:20
Jul 13
Jul 13
Watch these foundry providers essential for silicon photonics manufacturing in CPO chain.
MED
13:05
Jul 08
Jul 08
Watch GFS as a later-stage CPO-timeline participant in the SIVE ecosystem, with production expected around 2027. Supply-chain mapping context, not an author-owned position.
MED
17:10
Jul 07
Jul 07
Watch GFS as a design-in partner for Sivers' InP external lasers; mentioned as a supply-chain read-through in the SIVE bull case, no author position disclosed.
MED
14:42
Jul 07
Jul 07
Watch GFS as a SIVE customer in the laser/photonics supply chain; mentioned as context for SIVE's customer base, not as an author-owned position.
MED
08:24
Jul 06
Jul 06
Watch GFS as a reference-level laser foundry for hyperscaler CPO/pluggable architectures; mentioned as supply-chain context, not an author position.
MED
17:22
Jul 02
Jul 02
Author lists supply-chain revenue facts for multiple CPO-related tickers as a factual rebuttal, not a personal position.
LOW
17:12
Jul 02
Jul 02
Watch GFS as a later-stage volume-ramp beneficiary in photonics/fab capacity, mentioned without author ownership.
MED
12:47
Jul 01
Jul 01
Author shares Trump's chip production goal and his own fab tracker but frames it as research context, not a personal position.
16:15
Jun 25
Jun 25
Watch GFS as a reference laser supplier in the SIVE CPO ecosystem supply chain; mentioned as an ecosystem participant, not an author-owned position.
MED
15:26
Jun 25
Jun 25
Author lists multiple laser supply-chain beneficiaries for CPO/AI infrastructure as a factual watchlist, not a personal position.
LOW
22:38
Jun 22
Jun 22
Watch GFS as a foundry beneficiary of the current photonics/AI infrastructure buildout; mentioned as a peer to TSEM in the foundry space but no explicit author position stated.
MED
11:16
Jun 21
Jun 21
The author describes a research mapping process combining various sources into a thesis, not a current position or trade call.
LOW
11:04
Jun 21
Jun 21
Watch GFS as a foundry where SIVE is the reference laser supplier — supply-chain context indicating SIVE's embedded position in next-gen photonic foundry processes, not an author-owned position in GFS.
MED
07:53
Jun 21
Jun 21
Watch JBL and GFS as hyperscaler-linked CPO ecosystem names cited in supply-chain context; no author position stated.
MED
10:34
Jun 20
Jun 20
Buy foundry peers GFS, TSEM, UMC, and INTC on sector follow-through thesis — TSMC breaking to all-time highs historically lifts peer foundries as the semiconductor capex/demand cycle broadens.
MED
10:28
Jun 18
Jun 18
Watch GFS as part of the US fab & packaging tracker; no explicit position disclosed.
MED
12:10
Jun 16
Jun 16
Watch GFS and POET as CPO ecosystem partners providing Sivers' longer-term co-packaged optics exposure beyond the near-term pluggable LRO program.
MED
13:09
Jun 11
Jun 11
Watch GFS as a design-in partner for Sivers' InP external laser in a reference design; part of the CPO/AI photonics supply-chain ecosystem map, not an author-owned position.
MED
11:52
Jun 09
Jun 09
Watch GFS as a mid-cap AI-infrastructure-exposed name in a thematic basket; author does not hold it but sees room to go vs. large-cap semis.
MED
11:06
Jun 09
Jun 09
Watch GFS as the author likes it but holds no position; large cap limits triple potential.
MED
11:57
Jun 08
Jun 08
Watch GFS as a foundry customer benefiting from SIVE's laser technology in the optical interconnect ecosystem.
MED
08:45
Jun 04
Jun 04
Watch GFS as a potential strategic acquirer of Sive after the June vote, leveraging CHIPS act alignment.
MED
08:34
Jun 04
Jun 04
Watch GFS as the foundry reference platform for CPO laser designs; cited as the default reference used by hyperscalers in the CPO ecosystem. Research/supply-chain framing, no position language.
MED
07:15
Jun 04
Jun 04
Watch GFS as the foundry reference platform for CPO laser designs used by hyperscalers; positioned as infrastructure layer beneath the CPO buildout alongside SIVE.
MED
13:09
Jun 03
Jun 03
Watch these semiconductor companies as beneficiaries of European Chips Act 1.0 investments; the author is still digesting reports and has no disclosed position.
MED
08:07
Jun 03
Jun 03
Watch GFS as AMD’s CPO partner, indirectly connected to Ayar and Sivers in the photonic supply chain map.
MED
07:54
Jun 03
Jun 03
Watch NVDA, MRVL, SIVE, GFS as supply-chain beneficiaries of the NVLink CPO ecosystem; SIVE is mapped as key laser supplier to NVDA, MRVL, Lightmatter, and Ayar, creating potential adoption upside.
MED
07:50
Jun 03
Jun 03
Watch GFS as the common foundry platform across the Nvidia NVLink CPO ecosystem partners — SIVE named as GFS's silicon photonics foundry-level reference laser, with Marvell Celestial, Lightmatter, and Ayar all using GlobalFoundries. Supply-chain map, not an author-owned position.
MED
About GFS Analyst Coverage
Buzzberg tracks GFS (GlobalFoundries) across 17 sources. 21 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (19%). 108 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: mkfilko, aleabitoreddit, ParadisLabs.