$GFS — X 투자자들은 지금 무슨 이야기를 하나

$GFS글로벌파운드리스 · Semiconductors · 267억 달러

$49.24

프리마켓+1.1%

이벤트 흐름

주요 이벤트 · 시간순

9건

2026-09-18기업
Japan-US in Talks for ¥2-3T Chip Fab; GFS May Operate영어 원문
Nikkei reports Japan-US talks for GFS-operated US fab; ~$19.3B investment under Japan's $550B US commitment
첫날 +4.3% · 5일 후 +2.5%
2026-09-17 → 09-18기업호재
GFS Expands SiGe Capacity Deal with Marvell for AI Optical Interconnect영어 원문
Multiple sources confirm expanded agreement to boost capacity; AI/cloud data centers drive high-speed optical demand; GFS up >7% intraday
첫날 +6.5% · 5일 후 +2.6%
전개 과정 2회
- 2026-09-17 Multiple sources confirm expanded SiGe capacity agreement, boosting AI data center optical connectivity supply
- 2026-09-18 Multiple sources confirm expanded agreement to boost capacity; AI/cloud data centers drive high-speed optical demand; GFS up >7% intraday

이전 이벤트 7건

2026-09-15M&A·자금조달악재
US Commerce Dept Files to Sell Up to 9.91M GFS Shares영어 원문
US government filing to sell GFS stake raises market attention on official divestment
첫날 -1.8% · 5일 후 +12.2%
2026-09-08기업호재
GlobalFoundries Finalizes $375M U.S. Quantum R&D Award영어 원문
Company confirms definitive agreement with CHIPS R&D Office for up to $375M to scale Quantum Technology Solutions
첫날 -0.3% · 5일 후 -5.2%
2026-09-03제품호재
GlobalFoundries and RAAAM Develop GCRAM, Cutting Area 40% and Power Up to 60%영어 원문
GCRAM targets edge AI, auto, IoT; taped out successfully, potentially boosting GFS's position in advanced memory
첫날 +1.3% · 5일 후 +5.4%
2026-08-06실적호재
GFS Q2 Revenue/EPS Beat, Q3 Guide Strong영어 원문
Q2 rev $1.786B beat, EPS $0.46 beat, Q3 EPS guide $0.51
첫날 +1.8% · 5일 후 +4.6%
2026-08-05실적
실적 발표
첫날 -4.9% · 5일 후 +7.5%
2026-08-02기업악재
Three GlobalFoundries Directors Disclose Insider Sales on Same Day영어 원문
Multiple directors sold shares on July 29 under tax-withholding plans, totaling thousands of shares, drawing market attention.
첫날 +0.0% · 5일 후 +0.1%
2026-07-29기업호재
GlobalFoundries signs $300M CHIPS R&D LOI with US Commerce Dept영어 원문
Focuses on silicon photonics to accelerate optical interconnects for AI data centers
첫날 -4.0% · 5일 후 +5.1%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

9건

2026-09-18기업
Japan-US in Talks for ¥2-3T Chip Fab; GFS May Operate영어 원문
Nikkei reports Japan-US talks for GFS-operated US fab; ~$19.3B investment under Japan's $550B US commitment
첫날 +4.3% · 5일 후 +2.5%
2026-09-17 → 09-18기업호재
GFS Expands SiGe Capacity Deal with Marvell for AI Optical Interconnect영어 원문
Multiple sources confirm expanded agreement to boost capacity; AI/cloud data centers drive high-speed optical demand; GFS up >7% intraday
첫날 +6.5% · 5일 후 +2.6%
전개 과정 2회
- 2026-09-17 Multiple sources confirm expanded SiGe capacity agreement, boosting AI data center optical connectivity supply
- 2026-09-18 Multiple sources confirm expanded agreement to boost capacity; AI/cloud data centers drive high-speed optical demand; GFS up >7% intraday
2026-09-15M&A·자금조달악재
US Commerce Dept Files to Sell Up to 9.91M GFS Shares영어 원문
US government filing to sell GFS stake raises market attention on official divestment
첫날 -1.8% · 5일 후 +12.2%
2026-09-08기업호재
GlobalFoundries Finalizes $375M U.S. Quantum R&D Award영어 원문
Company confirms definitive agreement with CHIPS R&D Office for up to $375M to scale Quantum Technology Solutions
첫날 -0.3% · 5일 후 -5.2%
2026-09-03제품호재
GlobalFoundries and RAAAM Develop GCRAM, Cutting Area 40% and Power Up to 60%영어 원문
GCRAM targets edge AI, auto, IoT; taped out successfully, potentially boosting GFS's position in advanced memory
첫날 +1.3% · 5일 후 +5.4%

이전 이벤트 4건

2026-08-06실적호재
GFS Q2 Revenue/EPS Beat, Q3 Guide Strong영어 원문
Q2 rev $1.786B beat, EPS $0.46 beat, Q3 EPS guide $0.51
첫날 +1.8% · 5일 후 +4.6%
2026-08-05실적
실적 발표
첫날 -4.9% · 5일 후 +7.5%
2026-08-02기업악재
Three GlobalFoundries Directors Disclose Insider Sales on Same Day영어 원문
Multiple directors sold shares on July 29 under tax-withholding plans, totaling thousands of shares, drawing market attention.
첫날 +0.0% · 5일 후 +0.1%
2026-07-29기업호재
GlobalFoundries signs $300M CHIPS R&D LOI with US Commerce Dept영어 원문
Focuses on silicon photonics to accelerate optical interconnects for AI data centers
첫날 -4.0% · 5일 후 +5.1%

$GFS (글로벌파운드리스) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 18)

$GFS 종목을 가장 많이 언급한 신뢰 작성자

$GFS 종목이 등장한 최근 헤드라인

$GFS (글로벌파운드리스) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 18)

$GFS 종목을 가장 많이 언급한 신뢰 작성자

$GFS 종목이 등장한 최근 헤드라인

이벤트 흐름

Japan-US in Talks for ¥2-3T Chip Fab; GFS May Operate영어 원문

GFS Expands SiGe Capacity Deal with Marvell for AI Optical Interconnect영어 원문

US Commerce Dept Files to Sell Up to 9.91M GFS Shares영어 원문

GlobalFoundries Finalizes $375M U.S. Quantum R&D Award영어 원문

GlobalFoundries and RAAAM Develop GCRAM, Cutting Area 40% and Power Up to 60%영어 원문

GFS Q2 Revenue/EPS Beat, Q3 Guide Strong영어 원문

실적 발표

Three GlobalFoundries Directors Disclose Insider Sales on Same Day영어 원문

GlobalFoundries signs $300M CHIPS R&D LOI with US Commerce Dept영어 원문

강세 vs 약세

토론

이벤트 흐름

Japan-US in Talks for ¥2-3T Chip Fab; GFS May Operate영어 원문

GFS Expands SiGe Capacity Deal with Marvell for AI Optical Interconnect영어 원문

US Commerce Dept Files to Sell Up to 9.91M GFS Shares영어 원문

GlobalFoundries Finalizes $375M U.S. Quantum R&D Award영어 원문

GlobalFoundries and RAAAM Develop GCRAM, Cutting Area 40% and Power Up to 60%영어 원문

GFS Q2 Revenue/EPS Beat, Q3 Guide Strong영어 원문

실적 발표

Three GlobalFoundries Directors Disclose Insider Sales on Same Day영어 원문

GlobalFoundries signs $300M CHIPS R&D LOI with US Commerce Dept영어 원문