GlobalFoundries (GFS) posted a 5.8% overall revenue growth in Q2 2026, with its data-center segment surging 62%, driven by silicon photonics and silicon germanium technologies. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) leads with a 36% revenue increase fueled by advanced AI chips and raised its growth outlook above 40%. GFS benefits from lower capital expenditure and a focus on U.S.-based production, appealing to customers wary of geopolitical risks tied to Taiwan. Investors may consider GFS as a less expensive, specialized foundry alternative to TSMC, especially if AI investment cools down in the future.
While GlobalFoundries gains attention for its specialized U.S.-based production and lower capital expenditure, Taiwan Semiconductor Manufacturing (TSM) remains a dominant player on Pluang. As of Sep 17, 2026 23:12 WIB, TSM trades at USD 426.98 with a 1-day gain of 2.22%, holding a market cap of $1.94 trillion. Investor interest leans positive, with 61% of Pluang orders to buy and a typical hold time of 108 days, reflecting confidence in TSM's strong market position.
The Defiance Global Foundries ETF (AIFR) debuted in a market focused on semiconductor manufacturing, offering investors exposure to the foundry segment of the chip supply chain. Trading on Nasdaq with a 0.71% expense ratio, AIFR's performance is high...
Shares in AI-related companies in Asia dropped sharply after prominent AI leaders, including OpenAI's CEO and Elon Musk, urged a slowdown in AI development due to safety risks. This caused major indexes like South Korea's KOSPI to fall 3.7%, with com...
