$GFS GlobalFoundries Tape Reports
Per Ticker.id: $GFS GlobalFoundries Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-07-30 21:19 UTC.
Yeah, I mean, so, you know, at Extropic, we've been pioneering this new form of computing from the ground up. Called thermodynamic computing. You know, our whole thesis is that right now everyone is focused on scaling things up, buying more GPUs, bigger data centers. We want to scale things down. We think there's going to be a race to densification of intelligence. So we started that about 4 years ago, which was very early to worry about energy. It sounded crazy to say we're going to run out of energy 4 years ago, but here we are. And so we've reinvented how to leverage a transistor for the era of generative AI. So generative AI, for those not familiar, is a probabilistic algorithm, right? You're sampling from these distributions of like, okay, if I give you, if I type in the word cat, what sort of image do I get out? It's kind of random at the output. And so, that is a probabilistic workload. It turns out you could run electronics probabilistically and at much lower power, and we pay a huge price to maintain our electronics in a deterministic state. So, it doesn't make sense to run probabilistic workloads on deterministic electronics if we're gonna pay a huge tax to know the state of our computer at all times. So our insight is if you use very little power, essentially your computer can operate probabilistically and you can train it directly just like a neural network. And you can map your algorithm that is a generative AI algorithm, like a diffusion model, directly onto the physics of the hardware. And so that's kind of the vision. And it's been a journey essentially a year, year and a half ago, we had our first prototype in silicon. There you go, X0. And this one we taped out with TSMC. We've also now done GlobalFoundries, and that demonstrated that actually, because when you operate electronics probabilistically, you can use far less transistors for these algorithms, you don't actually need the smallest transistors. And right now, the reason people have to go offshore is because the best cutting-edge fabs are all offshore, and they have the smallest transistors. And so what we demonstrate is that in principle, we can manufacture these chips in the US. And that was very interesting to all sorts of folks higher up.
Guillaume Verdon — TBPN · Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev · 2026-07-30Yeah, SK Hynix, to your point, posted explosive growth, revenue and operating profit well over 250% year over year, but still came in short of the Street's aggressive estimates. But like Micron, the company talked up 10-year, 10 long-term deals locking in customers, spoke to pricing improving. The one thing that may have nagged investors, management said the memory shortage can't last forever and they're moving to expand supply. And so that is a constant worry for a lot of investors. Elsewhere within chips, the picture was mixed. Storage provider Seagate jumping 2% on a stronger guidance. Semi equipment maker KLA, though, moving opposite direction, down about 8% as investors really worried about pricing power for the semi-cap name. Auto chipmaker NXP fell on cautious comments about customer inventory, especially when others like competitors TXN were more bullish. And then GlobalFoundries moving a little bit lower after a deal giving the Commerce Department roughly a 1% stake. Shares down 3%. But overall, what happened is that yesterday we actually saw some signs of life in the chip trade. Trading actually opened with heavy selling within the first 45 minutes of the day. But by the afternoon, we saw the strongest intraday buying of tech since the unwind in mid-June, which might be a hint the selling may be nearing its end. This according to UBS. But now, on the flip side, Vanda Research saying retail selling was Overwhelmingly in memory yesterday. Micron, SanDisk, Seagate, Western Digital made up 88% of the net selling within the retail trade, while memory ETFs like DRAM were up as a defensive play. So people are selling individuals and getting into the ETFs. Still, the anxiety persists whether the memory boom is sustainable. Circular-looking financing deals involving NVIDIA and AMD, competition from China, and just overall very crowded positioning in many of these chip trades. The real risk, though, is a loss of faith in the AI spending story itself, which would force a rethink of valuations across the board.
Christina Partizanopoulos — Squawk on the Street · 10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26 · 2026-07-29Well, it's one commonality is that it's always increasing. So there's a drive on the, on the, on the customer side and when customer here, I mean, you know, a TSMC or a Samsung or a, you know, GlobalFoundries. These guys run in very sophisticated SPC and quality assurance data where they're consistently tracking everything that comes into that fab. And, and obviously as node sizes decrease and the, um, the complexity of these devices decrease, that they want to kind of make sure that everything that goes into that manufacturing process as an input has a higher and higher purity. So, you know, the, at the extreme is the silicon. So the silicon wafer is 11 nines, which is industry speak for almost impossible by, you know, other than two companies in the world currently that can do that. It's almost a human impossibility. And then the gases range from parts per million, which is now just completely standard. So, you know, one part in a million impurity of a of a gas is just really the basic requirement to be a supplier of any material into this market. And then some of the gases now, not all of them, are going into parts per billion and some even get into parts per trillion. And the parts per trillion is, I mean, it's very, very difficult to imagine this, but It's basically a heartbeat in 32,000 years. That's a part per trillion. So the, for the entirety of, of anything that's been known to be living on this planet, it's, it's a heartbeat within that scale of time. That's that impurity. That's, that's how to think about how difficult that is.
Carl Jackson — ChinaTalk · The Chemicals Powering the Chip Industry · 2026-07-07Well, yeah. So to be clear, this is still at the research level. This is IBM's research division that made this announcement, not like a product team or something like that. Uh, it is a big milestone, um, but IBM is specifically calling out commercial production within 5 years. So, you know, there's still a little ways off. And like you said correctly, IBM licenses its chip design technology. It could ultimately, ultimately result in a pretty big revenue stream for the company. And, but this is also how it makes its, its own like server chips and things like that without doing it in-house. Like Samsung GlobalFoundries are a couple of the companies that it uses. Uh, just to compare this to something like NVIDIA, NVIDIA's most advanced chips have about a 1.6-nanometer architecture, so it's significantly smaller. The power consumption in my mind is really the big story because, you know, at a time when new data centers are seeing power delays left and right and there's a 4 to 6 year backlog of being able to connect to the grid to get enough power for these, something that's 70% more energy efficient could be a big deal.
Matt Frankel — Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 2026-06-25There is no profit in quantum computing. Uh, the bulk of the money goes to IBM and GlobalFoundries, foundries that make wafers and other technology for quantum computing. IBM will receive a billion dollars. Like they don't have the money? GlobalFoundries, $375 million. IBM is going to invest a billion, uh, is they're going to take the billion from the government and invest another billion to set up a company called Andurion in Albany, New York. Um, I'm not sure why the government's investing in quantum computing. I guess maybe— well, Howard Lutnick, Secretary of Commerce, says it will create thousands of high-paying jobs.
Leo Laporte — This Week in Tech (Audio) · Waiting In Line With Sam - Musk vs. Altman: Behind the Scenes · 2026-05-25