Arm Holdingsvs.GlobalFoundries
ARM vs GFS · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Arm Holdings is about 9.2× larger than GlobalFoundries by market cap; GlobalFoundries trades at the lower P/E (48.6 vs 385.9); year to date, Arm Holdings leads (+195.8% vs +97.5%).
Side by side
| ARM | GFS | |
|---|---|---|
| Market cap | $349B | $37.8B |
| Price | $323.39 | $68.97 |
| Today | −1.4% | −1.1% |
| Return YTD | +195.8% | +97.5% |
| Return 1Y | +117.7% | +67.3% |
| P/E | 385.9 | 48.6 |
| P/S | 70.9 | 5.5 |
| P/B | 42.1 | 3.2 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Arm HoldingsARM
Designs the chip architectures and instruction sets licensed into nearly every mobile and server chip — earning royalties per chip produced.
Full ARM profile →GlobalFoundriesGFS
Foundry specializing in mature process technologies — chips for automotive, defense and communications rather than the most advanced AI chips.
Full GFS profile →More comparisons in Chips & accelerators
See where ARM and GFS sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →