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GFS
GFS4 mentions · Related stocks tracker
-4.15% today
-32.77% 90d
Who's tracking it
People we track who have mentioned this stock — their take and the move.
AMD's upcoming SF event (July 22-23) is expected to provide disclosures on CPO roadmap and
Reportedly involved in AMD MI500 CPO work, but no formal confirmation.
Source: X / @aleabitoreddit ↗Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Mentioned for silicon photonics foundry capacity, but without specific bullish or bearish reasoning in the note.
Source: X / @aleabitoreddit ↗TSEM surges 10%+ today; the author regrets not making it a top position in March. Foundrie
The author notes that foundries like GFS have been performing well recently.
Source: X / @aleabitoreddit ↗The post argues that Sivers (SIVE) is a critical laser supplier for next-gen optical archi
GlobalFoundries is noted as a foundry where Sivers is the reference laser.
Source: X / @aleabitoreddit ↗
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