GlobalFoundries Inc. (GFS) Covered Calls

GlobalFoundries Inc. is a leading global semiconductor foundry that manufactures feature-rich integrated circuits for high-growth markets. The company specializes in differentiated technologies such as FinFET, FD-SOI, and Silicon Photonics, serving the automotive, smart mobile, internet of things, and data center industries. With a manufacturing footprint across the United States, Europe, and Asia, it focuses on power-efficient and secure solutions for essential global technologies.

You can sell covered calls on GlobalFoundries Inc. to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for GFS (prices last updated Fri 9:45 AM ET):

GlobalFoundries Inc. (GFS) Stock Quote
Last Change Bid Ask Volume P/E Market Cap
48.80 +0.10 48.71 48.89 322K - 0.0
Covered Calls For GlobalFoundries Inc. (GFS)
Expiration Strike Call Bid Net Debit Return
If Flat		 Annualized
Return If Flat
Feb 20 50 1.00 47.89 2.1% 95.8%
Mar 20 50 2.05 46.84 4.4% 44.6%
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Core Business and Products

GlobalFoundries (GF) is one of the world's leading "pure-play" semiconductor foundries. Unlike integrated device manufacturers, GF does not design its own chips; instead, it provides advanced manufacturing services to fabless semiconductor companies. The company has strategically pivoted away from the race for the smallest "leading-edge" transistors, focusing instead on "feature-rich" mature and specialty nodes that offer superior power efficiency and security for specific industrial applications.

  1. Key Technology Platforms: The company's portfolio includes its proprietary FDX (FD-SOI) technology, which offers ultra-low power consumption for mobile and IoT devices, and high-performance FinFET for more demanding compute tasks. In 2026, GF has established itself as the largest silicon photonics pure-play foundry following its acquisition of Advanced Micro Foundry, enabling light-speed data transfer for AI data centers.
  2. Target Markets: GF is a critical supplier for the automotive industry, providing the chips necessary for advanced driver assistance systems (ADAS) and vehicle electrification. It also serves the aerospace and defense sectors with secure, U.S.-based manufacturing, as well as the 5G communications and smart mobile device markets.
  3. Recent Innovations: As of early 2026, GlobalFoundries is accelerating "Physical AI"—the integration of AI into the physical world through robotics and industrial automation. To support this, it recently acquired Synopsys' Processor IP Solutions business to enhance its custom silicon design capabilities.

Competitive Landscape

The semiconductor foundry market is highly competitive, with GF positioning itself as the primary alternative to Asian-based foundries for customers requiring secure, geographically diverse supply chains:

  1. Global Foundry Rivals: Its largest competitor is Taiwan Semiconductor Manufacturing Company, which dominates the advanced logic market. GF also competes directly with United Microelectronics Corporation in mature nodes and with Intel, which is expanding its own foundry services.
  2. Specialty and Integrated Competitors: In the power and automotive segments, GF competes with and occasionally collaborates with companies like onsemi and NXP Semiconductors. For specialized analog and mixed-signal chips, it vies for share with Analog Devices and Microchip Technology.
  3. Equipment Suppliers: To maintain its manufacturing edge, GF relies on advanced lithography and deposition tools from industry leaders like ASML and Applied Materials.

Strategic Outlook and Innovation

Entering 2026, GlobalFoundries is executing a massive global expansion strategy labeled "Project SPRINT," which includes a billion-euro investment to double capacity at its Dresden, Germany facility. This move is designed to bolster European chip sovereignty and support the region's automotive giants. In the United States, the company remains a primary beneficiary of the CHIPS Act, utilizing federal grants to modernize its New York and Vermont facilities. Strategically, GF is shifting toward high-value partnerships, such as its exclusive long-term supply agreement with General Motors and its collaboration with BAE Systems for radiation-hardened chips used in space. By focusing on essential, supply-constrained "middle-node" technologies rather than the most expensive sub-2nm processes, GlobalFoundries aims to provide consistent, high-margin returns while serving as a resilient backbone for the global industrial economy.