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.

Key products

  • FDX
  • RF-SOI
  • specialty processes

Suppliers

Customers

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Sources

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