GlobalFoundries Inc. (GFS)

GlobalFoundries: 3 Key Takeaways for Long-Term Investors

GlobalFoundries reported record gross margins of 31.4% in Q3 2026, driven by a strategic shift away from lower-margin mobile devices toward high-growth optical networking and automotive silicon. The company expects silicon photonics revenue to hit $1 billion annualized run rate by end of 2027 (one year ahead of schedule) and plans to triple capacity in this segment. Notably, GFS is funding expansion through customer prepayments and government grants rather than heavy upfront capital spending, with planned 2027 net capex of approximately $4 billion. Over two-thirds of Q3 revenue now comes from non-mobile applications, demonstrating successful diversification.

GlobalFoundries Breaks Ground On The First New Semiconductor Manufacturing Facility Planned For Its Malta, New York, Site Under A Landmark U.S.-Japan Initiative

Xanadu Quantum Technologies: 3 Key Takeaways for Long-Term Investors

Xanadu Quantum Technologies announced progress on its photonic quantum hardware roadmap during Q3 2026 earnings, reducing optical switch loss to 7 millidecibels and expanding its software ecosystem. The company secured $140 million in nondilutive funding from Canada and increased R&D spending to $25.6 million to accelerate chip fabrication, prioritizing fault-tolerant hardware development over near-term revenue growth.

Amkor's Communications Business Weakens: Can a Recovery Take Hold?

Amkor Technology's Communications revenues declined 28% year-over-year in Q3 2026, driven by strategic SiP production migration from Korea to Vietnam and memory supply constraints. While Computing and Automotive segments grew 37%, Communications weakness is expected to persist into Q4. The company faces intensifying competition from GlobalFoundries and Intel in advanced packaging solutions.