Comment on GlobalFoundries Is A Leading-Edge Foundry Despite Claims Otherwise by myersd734

Dylan, great article, thanks for this. Just got the premium subscription and exploring some of your older articles like this one.

I'd love to see this one revisited in the current era of AI. Is GlobalFoundries well positioned for the new paradigm, or are they being left behind? Trying to understand why they only have a $19B market cap at time of writing when other fabs or chip designers are 50 - 150x higher.