GlobalFoundriesvs.Western Digital
GFS vs WDC · 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.
Western Digital is about 4.8× larger than GlobalFoundries by market cap; Western Digital trades at the lower P/E (27.7 vs 48.6); year to date, Western Digital leads (+238.2% vs +97.5%).
Side by side
| GFS | WDC | |
|---|---|---|
| Market cap | $37.8B | $181B |
| Price | $68.97 | $582.59 |
| Today | −1.1% | +0.8% |
| Return YTD | +97.5% | +238.2% |
| Return 1Y | +67.3% | +795.5% |
| P/E | 48.6 | 27.7 |
| P/S | 5.5 | 15.3 |
| P/B | 3.2 | 18.7 |
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 →Western DigitalWDC
Manufacturer of hard drives for data centers. AI is creating record demand for massive, low-cost storage of training data.
Full WDC profile →More comparisons in Chips & accelerators
See where GFS and WDC sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →