Sravan Kundojjala
@SKundojjala
Semiconductors, Analyst @SemiAnalysis_
No investment advice. Opinions are mine only.
가입 September 2011
5.6K 팔로잉 중 22.6K 팬
GlobalFoundries 2Q26
- Revenue up 9% q/q and 6% y/y to $1.786B; QSep guided to $1.885B (+6% q/q)
- Wafer shipments up 8% to 625k
- Wafer ASP up 3% to $2.5k
- 1H capex alone > 2026 capex
- All end markets up DD% except for auto
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