Research Feed
GlobalFoundries: SiPho Acceleration Confirmed, But Already Priced at $49
GlobalFoundries reported Q4 2025 earnings on Feb 11, beating on all metrics (EPS $0.55 vs $0.47 est, GM 29% vs 26% guidance). The structural story: silicon photonics revenue doubled to >$200M in 2025, management now targets $1B run rate by end 2028 (vs prior "long-term" aspiration), and this mix shi