GFS news

Latest 19 stories · newest Nov 5, 2026

GFS
Shares of foundry, fabricator and IDM semiconductor companies are trading lower after Democrats' midterm gains raised AI regulation concerns, prompting a sector rotation that dragged down the tech-heavy Invesco QQQ Trust. Also, Qualcomm's Q4 earnings pressured industry peers.
WIIM Nov 5, 2026 sentiment -0.30 Source: benzinga.com ↗
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Zohran Mamdani Says Quantum Is Poised to Become a ‘Multi-Trillion Dollar Industry’ and New Yorkers Should ‘Share in That Profit’
Tech Oct 16, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Taiwan Semiconductor CEO Sees No Ceiling on Profitability
Tech Oct 15, 2026 sentiment +0.80 Source: benzinga.com ↗
GFS
Shares of semiconductor and chip companies are trading lower, possibly after Federal Reserve Chairman Warsh's comments on inflation and prices raised rate-hike concerns. The sector may be facing pressure from peer Marvell Technology, as the company pulls back after its FY28 guidance may have failed to meet investor expectations.
WIIM Aug 28, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
New York’s Factory Activity Expands to 4-Year Highs: Is AI Powering a Manufacturing Boom?
Tech Aug 17, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM chip companies are trading higher as risk assets enjoy a tailwind. Also, financial results and commentary from companies such as ON Semiconductor and Palantir may help support the ongoing themes of chip supply shortages and growing demand from an expansionary AI services sector.
WIIM Aug 4, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Trump Administration Unveils $874 Million CHIPS Act AI Push, With GlobalFoundries Securing Top Award
Markets Jul 31, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM chip companies are trading as Microsoft's Q4 cloud growth helps support the demand and pricing outlook for AI-related hardware stocks. Also, Samsung Electronics commented with its Q2 financial results that it expects the global chip shortage to last until 2028.
WIIM Jul 30, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM semiconductor companies are trading lower as the industry extends its losses amid a selloff in Asian markets, spurred by concerns about AI infrastructure and Chinese competition, which weigh on U.S.-listed stocks.
WIIM Jul 28, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM semiconductor companies are trading lower as the industry pulls back from earlier gains, possibly due to pressure from Asia as ChangXin Memory Technologies prepares for its Shanghai STAR Market debut. Industry weakness could result from investors adopting a risk-off stance amid a broader AI-related pullback.
WIIM Jul 24, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM semiconductor companies are trading higher, possibly amid sympathy with TSMC after reports suggested the company will raise its chipmaking prices.
WIIM Jul 21, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM semiconductor companies are trading lower amid sympathy with Taiwan Semiconductor, as capex concerns weigh on further upside for the industry due to high spending to accommodate new orders. Investors may be concerned that growing capital expenditures may hurt margins
WIIM Jul 16, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and IDM chip companies are trading lower due to volatility initiated from South Korea after Samsung and SK Hynix fell, dragging down the KOPSI and U.S. peers. Also, weakness within the industry may result from growing energy costs after the U.S. and Iran exchanged blows and President Trump's recent comments
WIIM Jul 13, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and integrated device manufacturing semiconductor companies are trading higher after reports that Meta will invest in hardware to double its in-house compute capacity to 14GW next year. Also, Micron Technology's plan to increase U.S. investments to more than $250 billion through 2035 is supportive of chip hardware peers.
WIIM Jul 9, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and integrated device manufacturing semiconductor companies are trading lower as AI-related stocks face renewed pressure following Samsung Electronics' preliminary second-quarter results, with investors focusing on concerns over AI infrastructure spending and demand. Reports that China's DeepSeek is developing its own AI chip have also raised concerns about future demand for third-party AI semiconductors from companies such as Nvidia and Huawei.
WIIM Jul 7, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and integrated device manufacturing semiconductor companies are trading lower amid continued weakness after recent reports suggested that Meta will open a cloud business to sell excess AI compute. Also, weakness may reflect profit-taking following the industry-wide rally in H1 2026.
WIIM Jul 2, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of foundry, fabricator and integrated device manufacturing semiconductor companies are trading lower amid profit-taking following the industry-wide rally for H1 2026.
WIIM Jul 1, 2026 sentiment 0.00 Source: benzinga.com ↗
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JB Pritzker Says Illinois Has 'A Right To Win' Quantum Computing Race, Builds Chicago Hub With PsiQuantum, GlobalFoundries
Tech Jun 21, 2026 sentiment 0.00 Source: benzinga.com ↗
GFS
Shares of semiconductor and chip stocks are trading higher as U.S.-Iran negotiations toward an MoU are driving interest in growth stocks that will benefit from cheaper energy, controlled inflation, and reduced chances of further interest rate hikes.
WIIM Jun 15, 2026 sentiment 0.00 Source: benzinga.com ↗
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