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GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript

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⚡ Quantum Brief
GlobalFoundries hosted a March 2026 investor webinar highlighting its leadership in silicon photonics and advanced packaging, targeting next-gen data and connectivity demands. Executives including CTO Gregg Bartlett and Silicon Photonics SVP Kevin Soukup outlined how GF’s differentiated platforms enable faster, more efficient interconnects for AI, cloud, and 5G applications. The company emphasized its high-performance technologies as critical for scaling data center bandwidth, reducing latency, and improving energy efficiency in computing infrastructure. Analysts from JPMorgan, TD Cowen, and Wedbush Securities participated, signaling strong industry interest in GF’s strategic positioning amid growing photonics and packaging market opportunities. GF’s roadmap focuses on integrating photonics with advanced packaging to address AI-driven compute needs, reinforcing its role as a key enabler for future semiconductor innovation.
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GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript

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SA Transcripts158.91K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call March 10, 2026 4:30 PM EDT Company Participants Eric Chow - Director of Investor RelationsMichael Hogan - Chief Business OfficerKevin Soukup - Senior Vice President of Silicon Photonics BusinessGregg Bartlett - Chief Technology Officer Conference Call Participants Matthew Bryson - Wedbush Securities Inc., Research DivisionSreekrishnan Sankarnarayanan - TD Cowen, Research DivisionKevin Garrigan - Jefferies LLC, Research DivisionHarlan Sur - JPMorgan Chase & Co, Research DivisionMehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Presentation Operator Thank you for standing by, and welcome to the GF Business Webinar Series: GF at the Forefront of the Photonics & Packaging Revolution [Operator Instructions] As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Eric Chow, Head of Investor Relations. Please go ahead. Eric ChowDirector of Investor Relations Thank you, operator. Good morning, everyone, and welcome to GlobalFoundries Silicon Photonics and Advanced Packaging Investor Webinar, the second in our series to help you better understand the most exciting areas of our business. Today, we will be providing a business, technical and strategy update on why we believe GF is at the forefront of the silicon photonics and advanced packaging revolution. We are excited to showcase how GlobalFoundries' differentiated platforms and high-performance interconnect technologies address the need for increasing levels of speed, efficiency and scalability for next-generation data and connectivity applications. On the call with me today are Mike Hogan, Chief Business Officer; Gregg Bartlett, Chief Technology Officer; and Kevin Soukup, Senior Vice President of our Silicon Photonics business. Today's slide presentation, along with a recording of the call, will be made available on our Investor Relations web page. Certain statements on today's call may be deemed to be forward-looking statements. Such statements can be identified

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