GLOBALFOUNDRIES Inc. is trading at $35.88 with trailing and forward P/E of 28.10 and 18.02 respectively. The company plays a crucial role in U.S. semiconductor self-sufficiency, receiving over $1.5 billion in CHIPS Act funding to expand its U.S. fabs and secure domestic production of critical technologies.

As a “trusted foundry,” GLOBALFOUNDRIES Inc. produces secure chips for aerospace, communications, and military applications, reinforcing its position as a key player in reshoring strategy. With most capacity locked under long-term contracts, the company ensures high visibility and stable cash flow, embodying America’s semiconductor industrial policy today.

SkyWater Technology, Inc. (SKYT) appreciated by 49.04% since a bullish thesis in January 2025, highlighting its advancement in quantum and photonic chips. A similar perspective is shared by Ridire Research on GLOBALFOUNDRIES Inc., emphasizing policy-backed execution in the semiconductor industry. Both companies play vital roles in U.S. technological advancement and security.

Read more at Yahoo Finance: GLOBALFOUNDRIES Inc. (GFS): A Bull Case Theory