The discussion emphasizes a diversified technology portfolio bolstered by strong customer trust and a robust global manufacturing network. Key growth drivers include AI data centers, physical AI, and supply chain reshoring, alongside significant investments in silicon photonics, power technologies, and intellectual property (IP). The company aims for a long-term growth target of 10–12% by 2028, driven by solid demand and strategic partnerships.
For further details, refer to the GlobalFoundries Inc. [GFS] Goldman Sachs Communacopia + Technology Conference 2026 Audio Transcript from September 8, 2026.
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