GloFo sees 10-12% long-term revenue CAGR (vs TSMC's 25% CAGR) and 40% GM exiting 2028 and 45% long-term. Also put new SiPh target of $2B by 2030 and IP revenue of $1B by that time. GloFo is pivoting from smartphones to focus on auto/comms/DC/IoT.
Source: Sravan Kundojjala
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