GlobalFoundries

GlobalFoundries is a major in the Foundry segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Shin-Etsu Chemical, SUMCO, GlobalWafers. Its key customers include Qualcomm, Groq, Tenstorrent.

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

Ticker
NASDAQ: GFS
Headquarters
United States
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.

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 · Hua Hong Semiconductor · Nexchip Semiconductor

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “GlobalFoundries — supply chain, financials & market position”, https://wafergraph.com/company/globalfoundries (data as of 2026-09-05).

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