Gaetano@Gaetano2026$GFS manufactures specialty chips for smartphones, cars and AI infrastructure. Its SiPh and SiGe technologies help move data through the optical connections inside data centers. Q2 revenue reached $1.79B, +6% YoY and +9% QoQ. Adjusted gross margin expanded 470bps YoY to
Gaetano@Gaetano2026I have become more bullish on $GFS lately TLDR: > Communications + Data Center rev grew 62% YoY in Q2. FY26 growth outlook raised to 50-60%. > Silicon photonics rev expected to more than double this year. > SiGe is already larger than SiPh and oversubscribed through 2027. >