GlobalFoundries CEO Speaks At Goldman Sachs Communacopia + Technology Conference 2026
GFS•CEO comments on demand, photonics capacity and supply outlook
Sept. 8 (Reuters) - GLOBALFOUNDRIES Inc. GFS.O:
- GLOBALFOUNDRIES CEO says data center demand is a “very strong driver” for business, sees good demand growth - Goldman Sachs conf
- GLOBALFOUNDRIES CEO says optical transition is now a “when” rather than “if” question as AI data center workloads become more data intensive
- GLOBALFOUNDRIES CEO says company can 10x silicon photonics capacity within existing U.S. and Singapore fab infrastructure
- GLOBALFOUNDRIES CEO says automotive growth rate will continue this year, next year and beyond
- GLOBALFOUNDRIES CEO says company expects to be supply constrained rather than demand constrained over next couple of years




