GlobalFoundries

As of 2026-10-28, GlobalFoundries has 166 tracked suppliers and 18 tracked customers in this dataset; its largest supplier by market cap is ASML.

Sourced from 1 reference — secondary source — last verified .

Largest US-based pure-play foundry, focused on specialty nodes.

Ticker
NASDAQ: GFS
Headquarters
Malta
Founded
2008
Employees
14,600
Revenue
$6.8B (FY2025) · +0.6% YoY
Net income
$888M
Operating margin
11.7%
Market position
major
Value-chain segment
Pure-Play Foundry
Key products
FDX, RF-SOI, specialty processes

About GlobalFoundries

GlobalFoundries, headquartered in United States, operates in the Pure-Play Foundry segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include FDX, RF-SOI, specialty processes. wafergraph maps 166 tracked suppliers and 18 tracked customers for GlobalFoundries across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it. GlobalFoundries is a party to 3 tracked deals, including GlobalFoundries–AMD wafer supply; GlobalFoundries–Qualcomm agreement; GlobalFoundries CHIPS Act grant.

GlobalFoundries Inc. is a multinational semiconductor technology development, design and contract manufacturing company domiciled in the Cayman Islands and headquartered in Malta, New York. Created by the divestiture of the manufacturing arm of AMD in March 2009, the company was privately owned by Mubadala Investment Company, a sovereign wealth fund of the United Arab Emirates, until an initial public offering (IPO) in October 2021. Mubadala remains the majority owner of the company with an 82% stake.

Role in the chain

GlobalFoundries is a market major in Foundry (Pure-Play Foundry), headquartered in United States. Largest US-based pure-play foundry, focused on specialty nodes.

Diligence questions

  1. The dataset records 166 tracked suppliers for GlobalFoundries. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 42 of GlobalFoundries's tracked suppliers are a monopoly or leader (including Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF). Which of those are actually single-source for the process step you care about?
  3. The dataset names 18 tracked customers for GlobalFoundries. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. GlobalFoundries is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. GlobalFoundries trades as NASDAQ:GFS. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for GlobalFoundries

Key products

  • FDX
  • RF-SOI
  • specialty processes

Suppliers

Customers

More Foundry companies

Compare with

TSMC · SMIC · United Microelectronics (UMC) · Tower Semiconductor · Powerchip (PSMC) · Vanguard International (VIS)

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “GlobalFoundries — supply chain, financials & market position”, https://wafergraph.com/company/globalfoundries (data as of 2026-10-28).

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