Infosys Partners with GlobalFoundries for AI-led Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 23 2026
0mins
Source: NASDAQ.COM
- Agreement Signed: Infosys has entered into a multi-year agreement with GlobalFoundries to enhance the chipmaker's IT operations through AI-led managed services, indicating Infosys's strong capabilities in the semiconductor sector despite undisclosed financial terms.
- IT Operations Management: Under the agreement, Infosys will manage GlobalFoundries' end-to-end application, infrastructure, data, and service desk operations, which is expected to transform IT management into a model driven by AI and automation, thereby improving operational efficiency and user experience.
- Cost Reduction Commitment: Infosys pledges to leverage its deep industry expertise and AI capabilities to help GlobalFoundries reduce incident occurrences and lower long-term total cost of ownership (TCO), which will enhance its competitive position in the market.
- Market Reaction: In pre-market trading on the NYSE, Infosys shares fell by 0.33% to $10.71, while GlobalFoundries shares dropped by 6.88% to $83.50 on the Nasdaq, reflecting a cautious market sentiment regarding the partnership.
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Analyst Views on GFS
Wall Street analysts forecast GFS stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 68.910
Low
35.00
Averages
41.32
High
48.50
Current: 68.910
Low
35.00
Averages
41.32
High
48.50
About GFS
GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Participation Details: Interested parties can register to join the call, ensuring they receive timely updates on the company's financial performance and future outlook, thereby enhancing investor engagement.
- Webcast Availability: The financial results and a webcast of the conference call will be accessible on GlobalFoundries' Investor Relations website, allowing global investors to obtain real-time information and improving transparency and communication efficiency.
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- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market sentiment.
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- Commitment to Digital Transformation: GlobalFoundries' CIO Vishal Mehra stated that this collaboration marks a significant advancement in modernizing IT operations, focusing on improving reliability and value, which is crucial for their digital transformation journey.
- Driving Intelligent Operations: Infosys will leverage its AI capabilities to drive intelligent operations, assisting GlobalFoundries in shifting from reactive IT management to predictive and autonomous service delivery, which is expected to enhance overall service quality and responsiveness.
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