Posts on GFS

Latest ideas and analyses related to GlobalFoundries Inc. Ordinary Shares

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NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 4, Responses: 1, Attachments: 1
TSM , GFS , UMC , TXN , Semiconductors

+46 pts



Semiconductors - analysis shows combo of inventory correction & excess supply isn't as likely a scenario as investors think

By josiebe on May 26, 2022, 12:45 p.m.
Tagged topics: analyst checks

Views: 204, Votes: 7, Responses: 2, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 190, Votes: 5, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 51, Votes: 4, Responses: 1, Attachments: 1
INTC , NVDA , MRVL , AVGO , ADI , MU , MCHP , KLAC , GFS

+17 pts



I think semiconductors are in a difficult spot right now overall. They're A) volatile by nature and B) hampered by supply-chain issues and C) many...

By bargain$ on April 17, 2022, 3:48 a.m.
Tagged topics: deep dive , 2022 outlook

Views: 41, Votes: 7, Responses: 0, Attachments: 0
NVDA , AMD , MRVL , MCHP , ADI , ON , GFS , KLAC

+46 pts



Playbook during peaking process: trade-down in front of earnings, and trade-up during conference season

By bbern3 on March 7, 2022, 3:30 p.m.
Tagged topics: semiconductors , trade ideas

Views: 182, Votes: 5, Responses: 1, Attachments: 1
AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+45 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 247, Votes: 9, Responses: 0, Attachments: 1
ADI , GFS , INTC , MRVL , MU , NVDA , ON , SWKS , SYNA , BB , IIVI , VIAV

+39 pts



Semis - strength across end markets and tight supply sets up for another growth year in 2022

By bbern3 on Jan. 6, 2022, 3:19 p.m.
Tagged topics: 2022 outlook

Views: 61, Votes: 5, Responses: 0, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 117, Votes: 10, Responses: 0, Attachments: 1
AVGO , MRVL , KLAC , NVDA , INTC , MU , ADI , MCHP , GFS

+52 pts



strong industry fundamentals & tight supply should drive further upside in semis for 2022, $AVGO $MRVL & KLAC among Top Picks

By bbern3 on Dec. 16, 2021, 12:06 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 227, Votes: 8, Responses: 2, Attachments: 1
GFS

+35 pts



$GFS : C3Q/C4Q Results – Expect Modest Upside Cyclical/Secular Tailwinds Abound

By KHUN on Nov. 29, 2021, 5:37 p.m.
Tagged topics: valuations , analyst checks , analyst raises target

Views: 63, Votes: 4, Responses: 0, Attachments: 1