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2021-12-15

Woot wot

Tesla to accept dogecoin as payment for merchandise, says Musk

2021-11-30

👍...full capacity for 2022

GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs

2021-10-29

Failed to mention Singapore site. The money making fab of them all.

GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.

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The carmaker's shares were down 3% in early trading, amid broader market declines.</p>\n<p>Dogecoin , popular among retail investors, raced up to $0.20 after the tweet. Musk's tweets on the cryptocurrency, including the one where he called it the \"people's crypto\", have helped the meme coin soar 5,859% over the past year, according to data from Coinbase website.</p>\n<p>\"Elon Musk has been an advocate for the crypto community for many years. His latest announcement will usher in a new era of commerce and trailblaze a path for altcoins to expand their use case,\" said Chris Kline, co-founder of Bitcoin IRA.</p>\n<p>Musk did not specify what merchandise, whose prices start from $50 and go as high as $1,900, could be bought with dogecoin.</p>\n<p>Tesla sells apparel, 'Giga Texas' belt buckles and mini models of its vehicles as well as quirky limited-edition items such as the 'Cyberwhistle', which is modeled after its much-awaited Cybertruck. It recently launched a quad bike 'Cyberquad' for kids, also modeled after the truck.</p>\n<p>Musk, a cryptocurrency supporter, has often endorsed dogecoin and said it is better for transactions, most recently in an interview to the Time magazine, which named him \"Person of the Year\" for 2021 on Monday.</p>\n<p>He had asked users in May if they wanted Tesla to accept dogecoin in a Twitter poll. He had called dogecoin a 'hustle' during his guest-host spot on the \"Saturday Night Live\" comedy sketch TV show in May.</p>\n<p>Musk, who has over 66 million followers on Twitter, has been highly engaged in this year's retail trading frenzy, tweeting about cryptocurrencies and helping send their prices soaring.</p>\n<p>The EV maker stopped accepting bitcoin for car purchases, less than two months after the company began to accept the world's biggest digital currency for payment.</p>\n<p>\"This is more or less noise at Tesla,\" Tom Martin, senior portfolio manager at Globalt Investment said. \"I view it as being mercurial or just making fun.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to accept dogecoin as payment for merchandise, says Musk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to accept dogecoin as payment for merchandise, says Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-15 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 14 (Reuters) - Tesla Inc&nbsp;chief Elon Musk said on Tuesday the electric carmaker will accept dogecoin as payment for merchandise on a test basis, sending the meme-based cryptocurrency up over 20%.</p>\n<p>\"Tesla will make some merch buyable with Doge &amp; see how it goes,\" Musk said in a&nbsp;tweet. The carmaker's shares were down 3% in early trading, amid broader market declines.</p>\n<p>Dogecoin , popular among retail investors, raced up to $0.20 after the tweet. Musk's tweets on the cryptocurrency, including the one where he called it the \"people's crypto\", have helped the meme coin soar 5,859% over the past year, according to data from Coinbase website.</p>\n<p>\"Elon Musk has been an advocate for the crypto community for many years. His latest announcement will usher in a new era of commerce and trailblaze a path for altcoins to expand their use case,\" said Chris Kline, co-founder of Bitcoin IRA.</p>\n<p>Musk did not specify what merchandise, whose prices start from $50 and go as high as $1,900, could be bought with dogecoin.</p>\n<p>Tesla sells apparel, 'Giga Texas' belt buckles and mini models of its vehicles as well as quirky limited-edition items such as the 'Cyberwhistle', which is modeled after its much-awaited Cybertruck. It recently launched a quad bike 'Cyberquad' for kids, also modeled after the truck.</p>\n<p>Musk, a cryptocurrency supporter, has often endorsed dogecoin and said it is better for transactions, most recently in an interview to the Time magazine, which named him \"Person of the Year\" for 2021 on Monday.</p>\n<p>He had asked users in May if they wanted Tesla to accept dogecoin in a Twitter poll. He had called dogecoin a 'hustle' during his guest-host spot on the \"Saturday Night Live\" comedy sketch TV show in May.</p>\n<p>Musk, who has over 66 million followers on Twitter, has been highly engaged in this year's retail trading frenzy, tweeting about cryptocurrencies and helping send their prices soaring.</p>\n<p>The EV maker stopped accepting bitcoin for car purchases, less than two months after the company began to accept the world's biggest digital currency for payment.</p>\n<p>\"This is more or less noise at Tesla,\" Tom Martin, senior portfolio manager at Globalt Investment said. \"I view it as being mercurial or just making fun.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191329909","content_text":"Dec 14 (Reuters) - Tesla Inc chief Elon Musk said on Tuesday the electric carmaker will accept dogecoin as payment for merchandise on a test basis, sending the meme-based cryptocurrency up over 20%.\n\"Tesla will make some merch buyable with Doge & see how it goes,\" Musk said in a tweet. The carmaker's shares were down 3% in early trading, amid broader market declines.\nDogecoin , popular among retail investors, raced up to $0.20 after the tweet. Musk's tweets on the cryptocurrency, including the one where he called it the \"people's crypto\", have helped the meme coin soar 5,859% over the past year, according to data from Coinbase website.\n\"Elon Musk has been an advocate for the crypto community for many years. His latest announcement will usher in a new era of commerce and trailblaze a path for altcoins to expand their use case,\" said Chris Kline, co-founder of Bitcoin IRA.\nMusk did not specify what merchandise, whose prices start from $50 and go as high as $1,900, could be bought with dogecoin.\nTesla sells apparel, 'Giga Texas' belt buckles and mini models of its vehicles as well as quirky limited-edition items such as the 'Cyberwhistle', which is modeled after its much-awaited Cybertruck. It recently launched a quad bike 'Cyberquad' for kids, also modeled after the truck.\nMusk, a cryptocurrency supporter, has often endorsed dogecoin and said it is better for transactions, most recently in an interview to the Time magazine, which named him \"Person of the Year\" for 2021 on Monday.\nHe had asked users in May if they wanted Tesla to accept dogecoin in a Twitter poll. He had called dogecoin a 'hustle' during his guest-host spot on the \"Saturday Night Live\" comedy sketch TV show in May.\nMusk, who has over 66 million followers on Twitter, has been highly engaged in this year's retail trading frenzy, tweeting about cryptocurrencies and helping send their prices soaring.\nThe EV maker stopped accepting bitcoin for car purchases, less than two months after the company began to accept the world's biggest digital currency for payment.\n\"This is more or less noise at Tesla,\" Tom Martin, senior portfolio manager at Globalt Investment said. \"I view it as being mercurial or just making fun.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609120226,"gmtCreate":1638253903700,"gmtModify":1638253903700,"author":{"id":"3583134509393347","authorId":"3583134509393347","name":"VPY1979","avatar":"https://static.tigerbbs.com/7f2674c5570e41335b5251138e1f4691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍...full capacity for 2022","listText":"👍...full capacity for 2022","text":"👍...full capacity for 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609120226","repostId":"2187305219","repostType":2,"repost":{"id":"2187305219","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638228480,"share":"https://www.laohu8.com/m/news/2187305219?lang=&edition=full","pubTime":"2021-11-30 07:28","market":"us","language":"en","title":"GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs","url":"https://stock-news.laohu8.com/highlight/detail?id=2187305219","media":"Dow Jones","summary":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making ","content":"<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries' first earnings report expected to show strength in lower-tech chip designs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-30 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187305219","content_text":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips\nGlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.\nGlobalFoundries $(GFS.UK)$ is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.\nGlobalFoundries CEO on IPO: 'We have to accelerate our capacity'\nThird-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. $(AAPL)$ and Nvidia Corp. $(NVDA)$, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.\nWhile the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, one of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.\n\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.\n\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm $(QCOM)$, Broadcom $(AVGO)$, and Qorvo $(QRVO)$,\" he said.\nCiti's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"\nWhat to expect\nEarnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.\nRevenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.\nStock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the Renaissance IPO ETF $(IPO.UK)$ has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.\nWhat analysts are saying\nJefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.\nHe called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"\n\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.\nThe analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"\nCowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.\n\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.\nOf the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854640742,"gmtCreate":1635457579948,"gmtModify":1635457580419,"author":{"id":"3583134509393347","authorId":"3583134509393347","name":"VPY1979","avatar":"https://static.tigerbbs.com/7f2674c5570e41335b5251138e1f4691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Failed to mention Singapore site. The money making fab of them all.","listText":"Failed to mention Singapore site. The money making fab of them all.","text":"Failed to mention Singapore site. The money making fab of them all.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854640742","repostId":"1124317794","repostType":4,"repost":{"id":"1124317794","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635436379,"share":"https://www.laohu8.com/m/news/1124317794?lang=&edition=full","pubTime":"2021-10-28 23:52","market":"us","language":"en","title":"GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124317794","media":"Tiger Newspress","summary":"GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.\n\nGlobalFoundries employs 3","content":"<p>GlobalFoundries shares&nbsp;opened around $46.7, or&nbsp;0.64% below $47 IPO price.</p>\n<p><img src=\"https://static.tigerbbs.com/545a1e9fb33e8ba9887b041d337cb1bb\" tg-width=\"879\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>GlobalFoundries employs 3,000 people at its Fab 8 campus in Saratoga County, home to its headquarters and its most advanced chip factory.</p>\n<p>Until now, GlobalFoundries has been privately owned by the government of Abu Dhabi through a sovereign wealth fund known as Mubadala Investment Co.</p>\n<p>Looking to diversify its oil-focused economy, Abu Dhabi provided much of the initial investment to create GlobalFoundries more than a decade ago as a spinoff from Advanced Micro Devices into a so-called foundry that would not only make AMD's chips but also chips for other companies.</p>\n<p>GlobalFoundries essentially took AMD's factories around the world off its hands and then built Fab 8 at the Luther Forest Technology Campus in Malta. The facility is the company's most advanced chip factory. GlobalFoundries is planning a second one at the Fab 8 site within the next few years.</p>\n<p>CEO Tom Caulfield, a native New Yorker, also moved the company's headquarters from Silicon Valley to Malta earlier this year, a move that U.S. Senate Majority Leader Charles Schumer has been asking the company to do for years.</p>\n<p>GlobalFoundries also took over the chipmaking operations of IBM as well, although that deal ended up in a recent legal battle, with IBM accusing GlobalFoundries of falling short on its promises under the agreement.</p>\n<p>The rise of GlobalFoundries from startup to global chip foundry coincides with the consolidation of the chip industry, leaving only a few major players that still own and operate chip factories, or fabs, that can cost up to $10 billion each.</p>\n<p>The other major manufacturers are Intel, Samsung and Taiwan Semiconductor Manufacturing Co., or TSMC, all of which are substantially larger than GlobalFoundries.</p>\n<p>However, GlobalFoundries has important Department of Defense contracts.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-28 23:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>GlobalFoundries shares&nbsp;opened around $46.7, or&nbsp;0.64% below $47 IPO price.</p>\n<p><img src=\"https://static.tigerbbs.com/545a1e9fb33e8ba9887b041d337cb1bb\" tg-width=\"879\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>GlobalFoundries employs 3,000 people at its Fab 8 campus in Saratoga County, home to its headquarters and its most advanced chip factory.</p>\n<p>Until now, GlobalFoundries has been privately owned by the government of Abu Dhabi through a sovereign wealth fund known as Mubadala Investment Co.</p>\n<p>Looking to diversify its oil-focused economy, Abu Dhabi provided much of the initial investment to create GlobalFoundries more than a decade ago as a spinoff from Advanced Micro Devices into a so-called foundry that would not only make AMD's chips but also chips for other companies.</p>\n<p>GlobalFoundries essentially took AMD's factories around the world off its hands and then built Fab 8 at the Luther Forest Technology Campus in Malta. The facility is the company's most advanced chip factory. GlobalFoundries is planning a second one at the Fab 8 site within the next few years.</p>\n<p>CEO Tom Caulfield, a native New Yorker, also moved the company's headquarters from Silicon Valley to Malta earlier this year, a move that U.S. Senate Majority Leader Charles Schumer has been asking the company to do for years.</p>\n<p>GlobalFoundries also took over the chipmaking operations of IBM as well, although that deal ended up in a recent legal battle, with IBM accusing GlobalFoundries of falling short on its promises under the agreement.</p>\n<p>The rise of GlobalFoundries from startup to global chip foundry coincides with the consolidation of the chip industry, leaving only a few major players that still own and operate chip factories, or fabs, that can cost up to $10 billion each.</p>\n<p>The other major manufacturers are Intel, Samsung and Taiwan Semiconductor Manufacturing Co., or TSMC, all of which are substantially larger than GlobalFoundries.</p>\n<p>However, GlobalFoundries has important Department of Defense contracts.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124317794","content_text":"GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.\n\nGlobalFoundries employs 3,000 people at its Fab 8 campus in Saratoga County, home to its headquarters and its most advanced chip factory.\nUntil now, GlobalFoundries has been privately owned by the government of Abu Dhabi through a sovereign wealth fund known as Mubadala Investment Co.\nLooking to diversify its oil-focused economy, Abu Dhabi provided much of the initial investment to create GlobalFoundries more than a decade ago as a spinoff from Advanced Micro Devices into a so-called foundry that would not only make AMD's chips but also chips for other companies.\nGlobalFoundries essentially took AMD's factories around the world off its hands and then built Fab 8 at the Luther Forest Technology Campus in Malta. The facility is the company's most advanced chip factory. GlobalFoundries is planning a second one at the Fab 8 site within the next few years.\nCEO Tom Caulfield, a native New Yorker, also moved the company's headquarters from Silicon Valley to Malta earlier this year, a move that U.S. Senate Majority Leader Charles Schumer has been asking the company to do for years.\nGlobalFoundries also took over the chipmaking operations of IBM as well, although that deal ended up in a recent legal battle, with IBM accusing GlobalFoundries of falling short on its promises under the agreement.\nThe rise of GlobalFoundries from startup to global chip foundry coincides with the consolidation of the chip industry, leaving only a few major players that still own and operate chip factories, or fabs, that can cost up to $10 billion each.\nThe other major manufacturers are Intel, Samsung and Taiwan Semiconductor Manufacturing Co., or TSMC, all of which are substantially larger than GlobalFoundries.\nHowever, GlobalFoundries has important Department of Defense contracts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":854640742,"gmtCreate":1635457579948,"gmtModify":1635457580419,"author":{"id":"3583134509393347","authorId":"3583134509393347","name":"VPY1979","avatar":"https://static.tigerbbs.com/7f2674c5570e41335b5251138e1f4691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Failed to mention Singapore site. The money making fab of them all.","listText":"Failed to mention Singapore site. The money making fab of them all.","text":"Failed to mention Singapore site. The money making fab of them all.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854640742","repostId":"1124317794","repostType":4,"repost":{"id":"1124317794","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635436379,"share":"https://www.laohu8.com/m/news/1124317794?lang=&edition=full","pubTime":"2021-10-28 23:52","market":"us","language":"en","title":"GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124317794","media":"Tiger Newspress","summary":"GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.\n\nGlobalFoundries employs 3","content":"<p>GlobalFoundries shares&nbsp;opened around $46.7, or&nbsp;0.64% below $47 IPO price.</p>\n<p><img src=\"https://static.tigerbbs.com/545a1e9fb33e8ba9887b041d337cb1bb\" tg-width=\"879\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>GlobalFoundries employs 3,000 people at its Fab 8 campus in Saratoga County, home to its headquarters and its most advanced chip factory.</p>\n<p>Until now, GlobalFoundries has been privately owned by the government of Abu Dhabi through a sovereign wealth fund known as Mubadala Investment Co.</p>\n<p>Looking to diversify its oil-focused economy, Abu Dhabi provided much of the initial investment to create GlobalFoundries more than a decade ago as a spinoff from Advanced Micro Devices into a so-called foundry that would not only make AMD's chips but also chips for other companies.</p>\n<p>GlobalFoundries essentially took AMD's factories around the world off its hands and then built Fab 8 at the Luther Forest Technology Campus in Malta. The facility is the company's most advanced chip factory. GlobalFoundries is planning a second one at the Fab 8 site within the next few years.</p>\n<p>CEO Tom Caulfield, a native New Yorker, also moved the company's headquarters from Silicon Valley to Malta earlier this year, a move that U.S. Senate Majority Leader Charles Schumer has been asking the company to do for years.</p>\n<p>GlobalFoundries also took over the chipmaking operations of IBM as well, although that deal ended up in a recent legal battle, with IBM accusing GlobalFoundries of falling short on its promises under the agreement.</p>\n<p>The rise of GlobalFoundries from startup to global chip foundry coincides with the consolidation of the chip industry, leaving only a few major players that still own and operate chip factories, or fabs, that can cost up to $10 billion each.</p>\n<p>The other major manufacturers are Intel, Samsung and Taiwan Semiconductor Manufacturing Co., or TSMC, all of which are substantially larger than GlobalFoundries.</p>\n<p>However, GlobalFoundries has important Department of Defense contracts.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-28 23:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>GlobalFoundries shares&nbsp;opened around $46.7, or&nbsp;0.64% below $47 IPO price.</p>\n<p><img src=\"https://static.tigerbbs.com/545a1e9fb33e8ba9887b041d337cb1bb\" tg-width=\"879\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>GlobalFoundries employs 3,000 people at its Fab 8 campus in Saratoga County, home to its headquarters and its most advanced chip factory.</p>\n<p>Until now, GlobalFoundries has been privately owned by the government of Abu Dhabi through a sovereign wealth fund known as Mubadala Investment Co.</p>\n<p>Looking to diversify its oil-focused economy, Abu Dhabi provided much of the initial investment to create GlobalFoundries more than a decade ago as a spinoff from Advanced Micro Devices into a so-called foundry that would not only make AMD's chips but also chips for other companies.</p>\n<p>GlobalFoundries essentially took AMD's factories around the world off its hands and then built Fab 8 at the Luther Forest Technology Campus in Malta. The facility is the company's most advanced chip factory. GlobalFoundries is planning a second one at the Fab 8 site within the next few years.</p>\n<p>CEO Tom Caulfield, a native New Yorker, also moved the company's headquarters from Silicon Valley to Malta earlier this year, a move that U.S. Senate Majority Leader Charles Schumer has been asking the company to do for years.</p>\n<p>GlobalFoundries also took over the chipmaking operations of IBM as well, although that deal ended up in a recent legal battle, with IBM accusing GlobalFoundries of falling short on its promises under the agreement.</p>\n<p>The rise of GlobalFoundries from startup to global chip foundry coincides with the consolidation of the chip industry, leaving only a few major players that still own and operate chip factories, or fabs, that can cost up to $10 billion each.</p>\n<p>The other major manufacturers are Intel, Samsung and Taiwan Semiconductor Manufacturing Co., or TSMC, all of which are substantially larger than GlobalFoundries.</p>\n<p>However, GlobalFoundries has important Department of Defense contracts.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124317794","content_text":"GlobalFoundries shares opened around $46.7, or 0.64% below $47 IPO price.\n\nGlobalFoundries employs 3,000 people at its Fab 8 campus in Saratoga County, home to its headquarters and its most advanced chip factory.\nUntil now, GlobalFoundries has been privately owned by the government of Abu Dhabi through a sovereign wealth fund known as Mubadala Investment Co.\nLooking to diversify its oil-focused economy, Abu Dhabi provided much of the initial investment to create GlobalFoundries more than a decade ago as a spinoff from Advanced Micro Devices into a so-called foundry that would not only make AMD's chips but also chips for other companies.\nGlobalFoundries essentially took AMD's factories around the world off its hands and then built Fab 8 at the Luther Forest Technology Campus in Malta. The facility is the company's most advanced chip factory. GlobalFoundries is planning a second one at the Fab 8 site within the next few years.\nCEO Tom Caulfield, a native New Yorker, also moved the company's headquarters from Silicon Valley to Malta earlier this year, a move that U.S. Senate Majority Leader Charles Schumer has been asking the company to do for years.\nGlobalFoundries also took over the chipmaking operations of IBM as well, although that deal ended up in a recent legal battle, with IBM accusing GlobalFoundries of falling short on its promises under the agreement.\nThe rise of GlobalFoundries from startup to global chip foundry coincides with the consolidation of the chip industry, leaving only a few major players that still own and operate chip factories, or fabs, that can cost up to $10 billion each.\nThe other major manufacturers are Intel, Samsung and Taiwan Semiconductor Manufacturing Co., or TSMC, all of which are substantially larger than GlobalFoundries.\nHowever, GlobalFoundries has important Department of Defense contracts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609120226,"gmtCreate":1638253903700,"gmtModify":1638253903700,"author":{"id":"3583134509393347","authorId":"3583134509393347","name":"VPY1979","avatar":"https://static.tigerbbs.com/7f2674c5570e41335b5251138e1f4691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍...full capacity for 2022","listText":"👍...full capacity for 2022","text":"👍...full capacity for 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609120226","repostId":"2187305219","repostType":2,"repost":{"id":"2187305219","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638228480,"share":"https://www.laohu8.com/m/news/2187305219?lang=&edition=full","pubTime":"2021-11-30 07:28","market":"us","language":"en","title":"GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs","url":"https://stock-news.laohu8.com/highlight/detail?id=2187305219","media":"Dow Jones","summary":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making ","content":"<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries' first earnings report expected to show strength in lower-tech chip designs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries' first earnings report expected to show strength in lower-tech chip designs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-30 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips</p>\n<p>GlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.</p>\n<p>GlobalFoundries <a href=\"https://laohu8.com/S/GFS.UK\">$(GFS.UK)$</a> is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.</p>\n<p>GlobalFoundries CEO on IPO: 'We have to accelerate our capacity'</p>\n<p>Third-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.</p>\n<p>While the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.</p>\n<p>\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.</p>\n<p>\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>, Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, and Qorvo <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>,\" he said.</p>\n<p>Citi's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"</p>\n<p>What to expect</p>\n<p>Earnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.</p>\n<p>Revenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.</p>\n<p>Stock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&amp;P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.</p>\n<p>What analysts are saying</p>\n<p>Jefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.</p>\n<p>He called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"</p>\n<p>\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.</p>\n<p>The analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"</p>\n<p>Cowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.</p>\n<p>\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.</p>\n<p>Of the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187305219","content_text":"Earnings preview: Amid semiconductor-supply crunch, GlobalFoundries expected to benefit from making non-cutting-edge but essential chips\nGlobalFoundries Inc. rolls into its first earnings report as a public company seeking to capitalize on its servicing of non-cutting edge chip designs amid a global semiconductor supply crunch.\nGlobalFoundries $(GFS.UK)$ is scheduled to report quarterly earnings on Tuesday after the close of markets. The Malta, N.Y.-based silicon wafer foundry -- known as a fabrication plant, or \"fab,\" in industry parlance -- debuted its stock on the Nasdaq in late October. Wall Street analysts just started coverage of the stock last week.\nGlobalFoundries CEO on IPO: 'We have to accelerate our capacity'\nThird-party fabs like GlobalFoundries make silicon wafers for the majority of chip makers that do not have their own fabs -- companies like Apple Inc. $(AAPL)$ and Nvidia Corp. $(NVDA)$, for example. GlobalFoundries bills itself as the third largest foundry in the world based on external sales.\nWhile the world is still working its way through a global chip shortage, and fabs still have long back orders from customers, one of the standout aspects of GlobalFoundries is that it services chip makers that are not considered cutting edge but are essential all the same, as evidenced in shortages of inexpensive chips that are crucial for the production of autos.\n\"GlobalFoundries has carved out a niche in the fast-growing foundry market by focusing on older, trailing-edge technology that has been neglected by [Taiwan Semiconductor Manufacturing Co. (2330.TW)], the largest foundry company,\" Citi Research analyst Christopher Danley, who has a buy rating and a $75 price target, wrote in a note about the company.\n\"In addition, GlobalFoundries has proprietary wireless technology that has resulted in strong share gains with leading wireless companies such as Qualcomm $(QCOM)$, Broadcom $(AVGO)$, and Qorvo $(QRVO)$,\" he said.\nCiti's Danley also sees GlobalFoundries as being a \"major beneficiary from the industrywide shortages.\"\nWhat to expect\nEarnings: Of six analysts surveyed by FactSet, GlobalFoundries on average is expected to post a loss of a penny a share. A month ago, Thomas Caulfield, GlobalFoundries chief executive, forecast a profit of about $290 million to $300 million for the September-ending quarter. Of the seven analysts polled by FactSet, the Street expects a loss of $19.9 million.\nRevenue: Wall Street expects revenue of $1.7 billion from GlobalFoundries, according to nine analysts polled by FactSet. Caulfield forecast revenue of about $1.7 billion.\nStock movement: Since the company's trading debut on Oct. 28, shares have surged 50% from their $47 IPO pricing. Over that same period, the Renaissance IPO ETF $(IPO.UK)$ has declined 5%, the PHLX Semiconductor Index has risen 13%, the S&P 500 index has advanced 2%, and the tech-heavy Nasdaq Composite Index has risen 2%.\nWhat analysts are saying\nJefferies analyst Mark Lipacis, who has a buy rating and a $87 price target, also touched upon GlobalFoundries' focus on more practical chips.\nHe called the fab \"the leading trailing-node, analog/mixed-signal foundry benefiting from IoT demand drivers that will translate to unit demand 10x the size of cellphones, and a shift of its customers to a fab-lite model.\"\n\"These dynamics have led to unprecedented levels of visibility and pricing power, and as a result, we expect GFS to maintain a premium valuation multiple,\" Lipacis said.\nThe analyst notes that the fab's capacity is \"sold out for 2022, 94% sold out for 2023, and roughly 77% of their 2022 and 2023 sales (approx. $10 billion) are secured by long-term agreements.\"\nCowen analyst Krish Sankar, who has an outperform rating and a $80 price target, said GlobalFoundries strong backlog of single-source designs could double the company's gross margins through 2025 and drive a 40% earnings-per-share compound annual growth rate.\n\"As a U.S. DoD Trusted Foundry, a large presence in U.S., EU, and Singapore offers geographic diversity and makes it a unique play on global (ex-Greater China) tech investment themes,\" Sankar added.\nOf the 16 analysts who initiated coverage just recently, 13 have buy ratings, two have hold ratings, and one has a sell rating, according to FactSet. Of those, analysts have an average target price of $77.41, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607202029,"gmtCreate":1639539969606,"gmtModify":1639540065839,"author":{"id":"3583134509393347","authorId":"3583134509393347","name":"VPY1979","avatar":"https://static.tigerbbs.com/7f2674c5570e41335b5251138e1f4691","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Woot wot","listText":"Woot wot","text":"Woot wot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607202029","repostId":"2191329909","repostType":2,"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}