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Graded daily on value B, growth F, profitability C-, momentum C-, revisions C-. Sector-relative, identical for every user.
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Key events, in time order
Q3 营收 $1.899B，环比增长 6%，同比增长 13%；非 IFRS 毛利率创纪录达 31.4%，同比提升 540 个基点。
Revenue up 13% YoY, adj. EPS $0.53 beat; Q4 guide solid
US govt takes ~7% stake worth >$2B via cash/warrants, alongside $21B fab buildout
Agreement establishes substantial manufacturing role in advanced AI packaging supply chain, expanding AI exposure without leading-edge return
Establishes first U.S. source of silicon interposers for AI advanced packaging
Partnership targets high-volume photonic quantum chip manufacturing, expanding GFS's advanced packaging and photonics foundry role
Multiple sources confirm expanded agreement to boost capacity; AI/cloud data centers drive high-speed optical demand; GFS up >7% intraday
Nikkei reports Japan-US talks for GFS-operated US fab; ~$19.3B investment under Japan's $550B US commitment
US government filing to sell GFS stake raises market attention on official divestment
Company confirms definitive agreement with CHIPS R&D Office for up to $375M to scale Quantum Technology Solutions
GCRAM targets edge AI, auto, IoT; taped out successfully, potentially boosting GFS's position in advanced memory
Q2 rev $1.786B beat, EPS $0.46 beat, Q3 EPS guide $0.51
通信基础设施和数据中心终端市场营收同比增长62%，连续第七个季度实现两位数同比增长，全年增长预期上调至50%-60%。
Multiple directors sold shares on July 29 under tax-withholding plans, totaling thousands of shares, drawing market attention.
Focuses on silicon photonics to accelerate optical interconnects for AI data centers
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice