bearish

Globalfoundries. Pressure Grows As Customer Penalties Soar

332 Views16 Feb 2024 11:33
GFS Q423 revenues of $1.854 billion, -12% YoY, flat QoQ. Guided Q124 down 18% QoQ with GM set to fall from 29% to 23%. SMIC will outspend GFS 10x in CapEx terms this year
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William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
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