GLOBALFOUNDRIES Inc (NAS:GFS)
$ 41.37 5.36 (14.88%) Market Cap: 22.86 Bil Enterprise Value: 19.22 Bil PE Ratio: 28.14 PB Ratio: 2.03 GF Score: 78/100

Globalfoundries Inc at JPMorgan Global Technology, Media & Communications Conference Transcript

May 24, 2022 / 02:10PM GMT
Release Date Price: $55.48 (+1.72%)
Harlan Sur
JPMorgan Chase & Co, Research Division - Senior Analyst

All right. Good morning, and welcome to JPMorgan's 50th Annual Technology Media and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst for the firm.

Very pleased to have Dave Reeder, Chief Financial Officer; and Sukhi Nagesh, VP of Corporate Development and IR of GlobalFoundries. They are the third largest semiconductor foundry in the world, leader in specialty and mature manufacturing technologies targeted at segments such as analog, power management, RF, wireless, wired networking connectivity, targeting the communications infrastructure, mobile, IoT, automotive and industrial markets.

The team reported strong results a couple of weeks ago, and it's been a busy earnings season. So I thought it'd be great for Dave to sort of start us off with a summary of the March quarter and June quarter outlook. And then we can go ahead and kick off the Q&A.

So with that, gentlemen, thank you for joining us. Let me turn it over to you.

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