GlobalFoundriesvs.ON Semiconductor
GFS vs ON · 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.
GlobalFoundries and ON Semiconductor are similar in size by market cap; GlobalFoundries trades at the lower P/E (48.6 vs 65.6); year to date, GlobalFoundries leads (+97.5% vs +77.2%).
Side by side
| GFS | ON | |
|---|---|---|
| Market cap | $37.8B | $37.6B |
| Price | $68.97 | $95.96 |
| Today | −1.1% | −2.0% |
| Return YTD | +97.5% | +77.2% |
| Return 1Y | +67.3% | +61.2% |
| P/E | 48.6 | 65.6 |
| P/S | 5.5 | 6.2 |
| P/B | 3.2 | 5.2 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
GlobalFoundriesGFS
Foundry specializing in mature process technologies — chips for automotive, defense and communications rather than the most advanced AI chips.
Full GFS profile →ON SemiconductorON
Power and sensor semiconductors for EVs, renewable energy and industrial automation.
Full ON profile →More comparisons in Chips & accelerators
See where GFS and ON sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →