全球碳中和目标 - GlobalFoundries宣布了两项新的长期目标，即到2050年实现净零温室气体排放和100%碳中和电力[1] - 这些目标与巴黎协定的目标一致，建立在GF在2021年承诺的“零碳之旅”基础上，该承诺旨在从2020年到2030年将温室气体排放量减少25%[2] - GF自2021年以来已经启动了能源效率改进，并在全球半导体制造业务中实施了多个项目，采用了替代化学物质和减排控制措施[3]

MALTA, N.Y., April 05, 2024 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ:GFS) today announced that it will host a conference call on Tuesday, May 7, 2024, at 8:30 a.m. ET following the release of the company's first quarter 2024 financial results. Conference Call and Webcast Information The company will host a conference call with the financial community on Tuesday, May 7, 2024, at 8:30 a.m. ET. Interested parties may join the scheduled conference call by registering here. The company's financial results and ...

公司业绩 - GlobalFoundries在2023年第四季度的调整后每股收益为64美分，超出了Zacks Consensus Estimate 8.5%[5] - 公司的营收为1.85亿美元，超出了Zacks Consensus Estimate 0.2%[6] - 汽车市场的业绩表现积极，营收为3.18亿美元，同比增长177%[12] 未来展望 - GlobalFoundries预计2024年第一季度营收在15亿至15.4亿美元之间，低于Zacks Consensus Estimate[15] - 公司预计2024年全年调整后每股收益在18美分至28美分之间，低于市场预期[17] - 华尔街半导体分析师下调了对公司2024年营收和全年每股收益的预期[18] 市场趋势 - 公司在智能手机设备、通信基础设施和数据中心、家庭和工业物联网以及个人计算等终端市场表现疲软[7] - 公司面临着增长持续下滑的挑战，但在人工智能需求推动下，可能会在今年触底，目前股价可能会保持稳定[19]

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical wri ...

Globalfoundries Inc (NASDAQ:GFS) closed at $53.38, marking a significant pre-market surge of $3.88. Pre-market trading tends to exhibit heightened volatility due to lower trading volume outside standard hours. US govt grant of $1.5 billion to Globalfoundries Copy link to section The recent news of the U.S. government awarding a $1.5 billion grant to GlobalFoundaries to bolster semiconductor production and fortify the supply chain in the U.S. has impacted the stock’s trajectory. In addition to the sizable gr ...

GlobalFoundries Fab 9 in Essex Junction, Vermont GlobalFoundries The announcement of a preliminary memorandum to provide approximately $1.5 billion in direct funding under the CHIPS and Science Act to GlobalFoundries (GF) signals an investment in critical domestic capabilities around mixed signal and analog technology, a branch of the semiconductor industry that gets far less attention than it deserves. While the majority of the funding will contribute towards the expansion of GF’s facilities in Malta, NY, ...

$1.5 billion potential investment will support the expansion of GlobalFoundries New York facility, including construction of a new state-of-the art fab, and the modernization of its Vermont facility, adding secure capacity for essential chip manufacturing for automotive and other key markets Additional $600 million plus planned in New York State Green CHIPS and other State benefits over the 10-year term of the New York projects MALTA, N.Y. and ESSEX JUNCTION, Vt., Feb. 19, 2024 (GLOBE NEWSWIRE) -- The U.S. ...

GlobalFoundries (GFS) has delivered adjusted earnings of 64 cents per share in fourth-quarter 2023, beating the Zacks Consensus Estimate by 8.5%. However, the bottom line declined 56% on a year-over-year basis. Revenues of $1.85 million topped the Zacks Consensus Estimate by 0.2%. However, the top line dipped 12% year over year. Weakness across the smart mobile devices, communications infrastructure and datacenter, home and industrial IoT, and personal computing end-markets was a major concern. Wafer shipme ...

财务数据和关键指标变化 - 2023年第四季度收入为18.54亿美元,环比增长,但同比下降12% [37] - 2023年全年收入为74亿美元,同比下降9% [39] - 2023年第四季度毛利率为29%,位于指导范围的上端,包括与客户成功解决近期合同量调整相关的收入 [56] - 2023年全年毛利率为29.1%,同比提升70个基点 [58] - 2023年第四季度营业利润率为20.7%,同比提升约50个基点 [60] - 2023年全年营业利润率为18.5%,同比提升约70个基点 [60] - 2023年第四季度自由现金流为4.56亿美元,全年为3.21亿美元 [64][65] 各条业务线数据和关键指标变化 - 智能手机设备业务2023年第四季度收入占比41%,同比下降7% [41] - 智能手机设备业务2023年全年收入占比41%,同比下降19% [42] - 家用和工业物联网业务2023年第四季度收入占比17%,同比下降23% [43] - 家用和工业物联网业务2023年全年收入占比19%,同比下降6% [44] - 汽车业务2023年第四季度收入占比17%,同比增长177% [47][48] - 汽车业务2023年全年收入超过10亿美元,同比增长约180% [49] - 通信基础设施和数据中心业务2023年第四季度收入占比8%,同比下降63% [51] - 通信基础设施和数据中心业务2023年全年收入占比12%,同比下降39% [52] 各个市场数据和关键指标变化 - 公司正在与客户密切合作,支持加速库存消耗,同时努力保持长期协议的经济价值 [11][12] - 公司预计2024年上半年客户将通过渠道销售来消耗库存,下半年需求将改善 [14] - 公司预计2024年第一季度收入环比将有所增长 [32] 公司战略和发展方向及行业竞争 - 公司正在加快将新技术转移到位于美国的FAB 8工厂,以提供更多选择并提高利用率 [28] - 公司正在努力将产能重新调配到更持久和增长的细分市场,如汽车和智能手机设备 [28] - 公司认为其独特的全球制造足迹和持续创新技术平台将使其在行业竞争中保持优势 [97][98][99] 管理层对经营环境和未来前景的评论 - 2023年宏观经济和行业环境充满挑战,但公司在这种艰难环境下仍能交出出色的业绩 [9][10] - 公司预计2024年上半年客户将继续消耗库存,下半年需求有望改善,但仍存在不确定性 [14][31] - 公司有信心能够在2024年实现2-3倍于2023年的自由现金流增长 [34][136][137] - 公司长期看好半导体在世界中的作用不断加速,作为纯粹的晶圆代工厂,公司有独特的优势 [33] 问答环节重要的提问和回答 问题1 **Harlan Sur提问** 询问公司2024年的业务情况,特别是客户从公司的FinFET技术转向单位数纳米技术的影响 [76][77][78][79][80][81][82][83] **Thomas Caulfield回答** 公司将继续开发FinFET技术,并将新技术部署到FAB 8工厂,以提高产能灵活性和多样性 [82][83] 问题2 **Ross Seymore提问** 询问公司FinFET业务占比及政府补助计划的进展情况 [106][107][108][109][110][111][112][113][114] **Thomas Caulfield和David Reeder回答** FinFET业务占公司总收入约20-25%,公司正在加快将新技术部署到美国工厂,并积极利用政府补助计划带来的优势 [107][108][111][112][113][114] 问题3 **Krish Sankar提问** 询问公司2024年的销量和平均售价预期 [142][143][144] **John Hollister回答** 公司预计2024年销量和平均售价与2023年相当,将主要取决于产品组合的变化 [143][144]

GlobalFoundries Inc. (GFS) reported $1.85 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 11.8%. EPS of $0.64 for the same period compares to $1.44 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.85 billion, representing a surprise of +0.21%. The company delivered an EPS surprise of +8.47%, with the consensus EPS estimate being $0.59. While investors closely watch year-over-year changes in headline numbers -- revenue and earnin ...