Key PointsMarvell's custom silicon business for hyperscalers like Alphabet is poised to accelerate sharply in the back half of fiscal 2027.

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AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.

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IONQ is likely to deploy its Superion 256 system at NVIDIA's research center, linking quantum computing with AI infrastructure to advance scalable quantum systems.

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MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.

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Key PointsRigetti is a leader in speed for quantum systems.

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GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. The company also provides quantum technology solutions. GLOBALFOUNDRIES Inc. has a strategic partnership with the U.S. Department of Energy's Genesis Mission to accelerate scientific discovery through artificial intelligence and advanced computing. The company was incorporated in 2008 and is headquartered in Malta, New York.

GLOBALFOUNDRIES Inc. News