GLOBALFOUNDRIES Inc. (GFS): Business Model Canvas

In der dynamischen Welt der Halbleiterfertigung entwickelt sich GLOBALFOUNDRIES Inc. (GFS) zu einem technologischen Kraftpaket, das sich strategisch an der Schnittstelle von Innovation, Präzisionstechnik und modernster Chipproduktion positioniert. Durch die Nutzung eines ausgefeilten Geschäftsmodells, das fortschrittliche Fertigungstechnologien, strategische Partnerschaften und vielfältige Branchenlösungen umfasst, hat sich GFS von einem traditionellen Halbleiterhersteller zu einem zentralen Akteur entwickelt, der den technologischen Fortschritt in den Bereichen Cloud Computing, Automobil, Telekommunikation und IoT vorantreibt. Diese umfassende Untersuchung des Business Model Canvas zeigt, wie das Unternehmen seine Ressourcen, Fähigkeiten und seinen Marktansatz orchestriert, um leistungsstarke Halbleiterlösungen bereitzustellen, die die digitale Infrastruktur von morgen vorantreiben.

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianz mit AMD

GLOBALFOUNDRIES unterhält eine wichtige Fertigungspartnerschaft mit Advanced Micro Devices (AMD). Zu den wichtigsten Details ab 2024 gehören:

Partnerschaftsmetrik	Spezifische Daten
Dauer der Herstellungsvereinbarung	Langfristiger Halbleiterfertigungsvertrag
Fertigungseinrichtungen	Fab 8 in Malta, New York
Herstellungsprozessknoten	12-nm-, 14-nm- und 7-nm-Technologien

Kooperationsvereinbarungen mit Forschungseinrichtungen

GLOBALFOUNDRIES arbeitet mit mehreren Technologieforschungszentren zusammen:

• MIT-Forschungszentrum für fortgeschrittene elektronische Materialien
• Nanotech-Komplex des SUNY Polytechnic Institute
• Albany Nanotech Complex

Cloud-Computing- und Rechenzentrumspartnerschaften

Zu den strategischen Partnerschaften mit großen Cloud-Anbietern gehören:

Cloud-Anbieter	Fokus auf Zusammenarbeit
Microsoft Azure	Kundenspezifische Halbleiterlösungen
Google Cloud	Entwicklung von Chips für KI und maschinelles Lernen

Partnerschaften im Automobil- und IoT-Technologiebereich

GLOBALFOUNDRIES entwickelt aktiv Halbleitertechnologien für die Automobil- und IoT-Branche:

• Continental AG – Automobil-Halbleiterentwicklung
• Bosch – IoT- und Automotive-Chip-Partnerschaften
• NXP Semiconductors – Eingebettete Automobilelektronik

Gesamtzahl der strategischen Partnerschaften: 15+ ab 2024

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Hauptaktivitäten

Fortschrittliche Herstellung von Halbleiterchips

GlobalFoundries betreibt weltweit sechs Halbleiterproduktionsstätten:

Standort	Einrichtungstyp	Kapazität
Malta, NY	300 mm Fab	60.000 Waffeln pro Monat
Dresden, Deutschland	300 mm Fab	45.000 Waffeln pro Monat
Singapur	300 mm Fab	50.000 Waffeln pro Monat

Halbleiterdesign und Prozesstechnologieentwicklung

F&E-Investitionen im Jahr 2023: 1,4 Milliarden US-Dollar

• Konzentrieren Sie sich auf 7-nm-, 14-nm- und 12-nm-Halbleiterprozesstechnologien
• Aktives Halbleiter-IP-Portfolio mit über 3.500 Patenten

Waferherstellung und -produktion

Jährliche Produktionskapazität: 750.000 300-mm-Wafer

Technologieknoten	Jährliches Produktionsvolumen
14nm	250.000 Waffeln
12 nm	200.000 Waffeln
7nm	150.000 Waffeln

Forschung und Entwicklung modernster Fertigungsverfahren

F&E-Schwerpunktbereiche 2023:

• Fortschrittliche HF-/Analog-Technologien
• Eingebettete nichtflüchtige Speicherlösungen
• Hochleistungs-Computing-Plattformen

Präzisionstechnik und Qualitätskontrolle

Qualitätskennzahlen für 2023:

• Defektdichte: 0,05 Defekte pro cm²
• Fertigungsausbeute: 92,5 %
• ISO 9001:2015 zertifizierte Herstellungsprozesse

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Halbleiterfertigungsanlagen

GLOBALFOUNDRIES betreibt weltweit mehrere Halbleiterfertigungsanlagen:

Standort	Fabelhafte Kapazität	Technologieknoten
Malta, NY	300 mm Waferkapazität	14 nm und 7 nm
Dresden, Deutschland	300 mm Waferkapazität	12 nm und 14 nm
Singapur	300 mm Waferkapazität	10 nm und 14 nm

Hochqualifizierte Ingenieure und technische Arbeitskräfte

Im Jahr 2024 beschäftigt GLOBALFOUNDRIES rund 7.500 technische Fachkräfte.

• Ingenieurspersonal mit durchschnittlicher Erfahrung von mehr als 12 Jahren
• Ph.D. Ebene Forscher: 15 % des technischen Personals
• Globale Talentverteilung in den USA, Europa und Asien

Proprietäre Halbleiterfertigungstechnologien

Das Technologieportfolio umfasst:

• RF-SOI-Technologie
• FDX-Plattform
• 9RF-Prozesstechnologie

Portfolio für geistiges Eigentum

IP-Kategorie	Anzahl der Patente
Gesamtzahl der aktiven Patente	4,200+
Patente für Halbleiterprozesse	1,800
Patente für Designtechnologie	2,400

Kapitalinvestition in die Produktionsinfrastruktur

Investitionsausgaben für die Halbleiterfertigungsinfrastruktur im Jahr 2023: 1,8 Milliarden US-Dollar

• Investitionen in die Modernisierung der Infrastruktur
• Fortschrittliche Fertigungsausrüstung
• Forschungs- und Entwicklungseinrichtungen

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Wertversprechen

Hochleistungshalbleiterlösungen für verschiedene Branchen

GlobalFoundries bedient mehrere wichtige Halbleitermärkte mit präzisen technologischen Fähigkeiten:

Marktsegment	Umsatzbeitrag	Schlüsseltechnologien
Automobilelektronik	1,68 Milliarden US-Dollar (2023)	14 nm/12 nm RF-SOI-Prozess
Kommunikationsinfrastruktur	2,14 Milliarden US-Dollar (2023)	7 nm/5 nm RF/SoC-Technologien
Hochleistungsrechnen	1,92 Milliarden US-Dollar (2023)	22-nm-FD-SOI-Plattform

Fortschrittliche Chipherstellung mit überlegenen technologischen Fähigkeiten

GlobalFoundries unterhält fortschrittliche Fertigungskapazitäten über mehrere Prozessknoten hinweg:

• 7-nm-FinFET-Technologie
• 14 nm/12 nm RF-SOI-Plattform
• 22-nm-FD-SOI-Technologie
• 300-mm-Wafer-Produktionskapazität

Zuverlässige und skalierbare Halbleiterproduktion

Produktionsleistungskennzahlen für 2023:

Metrisch	Wert
Gesamte Waferproduktion	1,2 Millionen 300-mm-Wafer
Produktionsanlagen	5 globale Produktionsstandorte
Kapazitätsauslastung	89%

Maßgeschneiderte Halbleiterdesign- und Fertigungsdienstleistungen

Benutzerdefinierte Designfunktionen für mehrere Technologieplattformen:

• Eingebettete Speicherlösungen
• Analog-/Mixed-Signal-Design
• RF-/Wireless-Technologien
• Stromverwaltungsschaltungen

Fachkompetenz in speziellen Prozesstechnologien

Aufschlüsselung der Technologiespezialisierung:

Technologiedomäne	Spezialisierte Fähigkeiten	Marktposition
RF-SOI	Drahtlose Kommunikationschips	Weltmarktführer
FD-SOI	Low-Power-Computing-Lösungen	Top 3 globaler Anbieter
Eingebetteter NVM	Nichtflüchtige Speicherintegration	Spezialisierter Technologieführer

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Kundenbeziehungen

Langfristige strategische Technologiepartnerschaften

GLOBALFOUNDRIES unterhält strategische Partnerschaften mit wichtigen Technologiekunden, darunter:

Kunde	Partnerschaftstyp	Geschätzter Vertragswert
AMD	Halbleiterfertigung	1,6 Milliarden US-Dollar (2023 geschätzt)
IBM	Fortschrittliche Technologieentwicklung	750 Millionen US-Dollar (Vertrag 2023)
Qualcomm	Zusammenarbeit bei der Chipherstellung	1,2 Milliarden US-Dollar (Vereinbarung 2023–2025)

Technischer Support und Beratungsdienste

GLOBALFOUNDRIES bietet umfassenden technischen Support durch:

• Technische Beratung rund um die Uhr
• Erweiterte Unterstützung beim Halbleiterdesign
• Dienstleistungen zur Optimierung der Prozesstechnologie

Dedizierte Kontoverwaltung für Schlüsselkunden

Client-Stufe	Dedizierte Supportebene	Jährliche Unterstützungsinvestition
Platin-Kunden	Engagiertes Team auf Führungsebene	5,2 Millionen US-Dollar pro Kunde
Gold-Kunden	Leitende technische Unterstützung	2,1 Millionen US-Dollar pro Kunde

Kollaborativer Produktentwicklungsansatz

GLOBALFOUNDRIES investiert 672 Millionen US-Dollar pro Jahr in gemeinsamen F&E-Initiativen mit Kunden, mit Schwerpunkt auf:

• Kundenspezifisches Halbleiterdesign
• Fortschrittliche Prozesstechnologie
• Chipentwicklung der nächsten Generation

Kontinuierliche Unterstützung technologischer Innovationen

Technologische Innovationskennzahlen für 2023:

Kategorie „Innovation“.	Investition	Forschungsergebnisse
Forschung und Entwicklung im Bereich Prozesstechnologie	1,4 Milliarden US-Dollar	37 neue Halbleitertechnologien
Kundeninnovationszentren	215 Millionen Dollar	8 globale Innovationszentren

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Kanäle

Engagement des Direktvertriebsteams

GLOBALFOUNDRIES unterhält ab dem 4. Quartal 2023 ein globales Direktvertriebsteam von 87 engagierten Vertriebsprofis in 5 primären geografischen Regionen.

Region	Größe des Vertriebsteams	Schwerpunktbereiche
Nordamerika	32 Profis	Halbleiterdesign, Automotive, Enterprise Computing
Europa	22 Profis	Industrie, Telekommunikation, Luft- und Raumfahrt
Asien-Pazifik	33 Profis	Mobil, Unterhaltungselektronik, IoT

Technologiekonferenzen und Branchenveranstaltungen

GLOBALFOUNDRIES nimmt jährlich an 12 bis 15 großen Halbleiterkonferenzen teil, mit einer durchschnittlichen Teilnehmerzahl von 1.200 bis 1.500 Branchenfachleuten.

• Internationale Konferenz für Halbleiterschaltkreise (ISSCC)
• SEMICON West
• IEEE International Electron Devices Meeting
• Internationales Symposium über VLSI-Technologie, -Systeme und -Anwendungen

Technische Online-Dokumentation und Ressourcen

Digitale Plattformmetriken für technische Ressourcen ab 2023:

Plattform	Monatliche einzigartige Besucher	Technische Dokumentation zum Herunterladen
Technisches Ressourcenportal von GF	47,500	8.300 technische Dokumente
Entwickler-Community-Portal	32,000	5.700 technische Spezifikationen

Strategische Technologiepartnerschaftsplattformen

GLOBALFOUNDRIES unterhält im vierten Quartal 2023 38 aktive strategische Technologiepartnerschaften im gesamten Halbleiter-Ökosystem.

• Hersteller von Halbleiterausrüstung: 12 Partnerschaften
• Design-Automatisierungsunternehmen: 9 Partnerschaften
• Forschungseinrichtungen: 17 Partnerschaften

Digitale Kommunikations- und Marketingkanäle

Kennzahlen zum digitalen Engagement für 2023:

Plattform	Follower/Verbindungen	Durchschnittliches monatliches Engagement
LinkedIn	173.000 Follower	42.500 Content-Interaktionen
Twitter	89.000 Follower	28.700 Content-Interaktionen
YouTube	41.000 Abonnenten	15.600 Videoaufrufe

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Kundensegmente

Cloud-Computing-Anbieter

GlobalFoundries beliefert große Cloud-Computing-Anbieter mit fortschrittlichen Halbleiterfertigungsprozessen.

Kunde	Geschätzte jährliche Halbleiterausgaben	Prozessknoten
Microsoft Azure	450 Millionen Dollar	12 nm/14 nm
Google Cloud	380 Millionen Dollar	14 nm/12 nm

Hersteller von Automobiltechnik

GlobalFoundries ist auf Halbleiterlösungen für die Automobilindustrie spezialisiert.

Automotive-Kunde	Jährlicher Halbleiterumsatz	Schwerpunkt auf Schlüsseltechnologie
Ford Motor Company	275 Millionen Dollar	Energiemanagement-ICs
Toyota	320 Millionen Dollar	Fortschrittliche Fahrerassistenzsysteme

Unternehmen für Telekommunikationsausrüstung

GlobalFoundries bietet fortschrittliche Halbleiterlösungen für die Telekommunikationsinfrastruktur.

• 5G-Hochfrequenz-Halbleiterlösungen
• Netzwerkinfrastruktur-Chips
• Hochleistungs-Kommunikations-ICs

Telekommunikationskunde	Jährliche Halbleiterinvestition	Technologieknoten
Ericsson	210 Millionen Dollar	8 nm/12 nm HF-Technologien
Nokia	190 Millionen Dollar	14-nm-Kommunikationschips

Hersteller von Unterhaltungselektronik

GlobalFoundries unterstützt die Herstellung von Halbleitern für Unterhaltungselektronik.

Kunde der Unterhaltungselektronik	Halbleiterbeschaffung	Primäre Anwendung
Apfel	620 Millionen Dollar	Energiemanagement-ICs
Samsung	540 Millionen Dollar	Chips für mobile Geräte

Entwickler von Industrie- und IoT-Technologien

GlobalFoundries bietet spezialisierte Halbleiterlösungen für industrielle Anwendungen.

• Halbleiter für die industrielle Automatisierung
• Konnektivitätschips für das Internet der Dinge (IoT).
• Intelligente Sensortechnologien

Industriekunde	Jährliche Halbleiterinvestition	Schlüsseltechnologiebereich
Siemens	180 Millionen Dollar	Halbleiter für die industrielle Automatisierung
Bosch	220 Millionen Dollar	IoT-Sensortechnologien

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Kostenstruktur

Hohe Kapitalausgaben für Halbleiterfertigungsanlagen

GLOBALFOUNDRIES meldete im Jahr 2022 Investitionsausgaben in Höhe von 2,35 Milliarden US-Dollar, darunter erhebliche Investitionen in die Produktionsinfrastruktur.

Standort der Einrichtung	Kapitalinvestition (2022–2023)
Malta, NY	1,4 Milliarden US-Dollar
Dresden, Deutschland	685 Millionen Dollar
Singapur	265 Millionen Dollar

Forschungs- und Entwicklungsinvestitionen

Die F&E-Ausgaben für GLOBALFOUNDRIES beliefen sich im Geschäftsjahr 2022 auf insgesamt 639 Millionen US-Dollar.

• Entwicklung der 7-nm-Technologie: 278 Millionen US-Dollar
• Erweiterte Verpackungsforschung: 192 Millionen US-Dollar
• Neue Halbleitertechnologien: 169 Millionen US-Dollar

Kosten für die Akquise von Arbeitskräften und technischen Talenten

Die Gesamtvergütung und Zusatzleistungen der Mitarbeiter beliefen sich im Jahr 2022 auf 1,87 Milliarden US-Dollar.

Mitarbeiterkategorie	Durchschnittliche jährliche Kosten
Technisches Personal	$185,000
Fertigungstechniker	$95,000
Forschungswissenschaftler	$210,000

Beschaffung von fortschrittlicher Fertigungsausrüstung

Die Beschaffungskosten für Ausrüstung beliefen sich im Jahr 2022 auf etwa 1,6 Milliarden US-Dollar.

• Lithografieausrüstung: 680 Millionen US-Dollar
• Ätzsysteme: 425 Millionen US-Dollar
• Mess- und Inspektionswerkzeuge: 495 Millionen US-Dollar

Wartung der Technologieinfrastruktur

Die jährlichen Wartungskosten für die Technologieinfrastruktur beliefen sich im Jahr 2022 auf insgesamt 453 Millionen US-Dollar.

Wartungskategorie	Jährliche Kosten
Ausrüstungs-Upgrades	287 Millionen Dollar
Software und digitale Infrastruktur	96 Millionen Dollar
Anlagenwartung	70 Millionen Dollar

GLOBALFOUNDRIES Inc. (GFS) – Geschäftsmodell: Einnahmequellen

Verträge zur Herstellung von Halbleiterwafern

Im Jahr 2023 meldete GLOBALFOUNDRIES einen Gesamtumsatz von 7,48 Milliarden US-Dollar. Verträge zur Herstellung von Halbleiterwafern machten etwa 65 % des Gesamtumsatzes aus, was einem jährlichen Vertragswert von etwa 4,86 ​​Milliarden US-Dollar entspricht.

Fertigungsvertragstyp	Umsatzprozentsatz	Geschätzter Jahreswert
Erweiterte Prozessknoten	42%	3,14 Milliarden US-Dollar
Ausgereifte Prozessknoten	23%	1,72 Milliarden US-Dollar

Kundenspezifische Chipdesign- und Produktionsdienstleistungen

Kundenspezifische Chip-Design-Dienstleistungen erwirtschafteten im Jahr 2023 etwa 850 Millionen US-Dollar, was 11,4 % des Gesamtumsatzes des Unternehmens entspricht.

• HF-/Analog-Chip-Design: 320 Millionen US-Dollar
• Digitale kundenspezifische Chipdienste: 530 Millionen US-Dollar

Lizenzierung von geistigem Eigentum

GLOBALFOUNDRIES erwirtschaftete im Jahr 2023 265 Millionen US-Dollar aus der Lizenzierung von geistigem Eigentum, was 3,5 % des Gesamtumsatzes entspricht.

Technologieberatung und Ingenieurdienstleistungen

Technologieberatung und Ingenieurdienstleistungen trugen im Jahr 2023 425 Millionen US-Dollar zum Umsatz des Unternehmens bei, was 5,7 % des Gesamteinkommens entspricht.

Langfristige Produktionspartnerschaftsverträge

Langfristige Produktionspartnerschaften machten im Jahr 2023 einen Umsatz von 680 Millionen US-Dollar aus, was 9,1 % des Gesamtumsatzes des Unternehmens entspricht.

Partnerkategorie	Umsatzbeitrag	Anzahl aktiver Partnerschaften
Verteidigungs-/Luft- und Raumfahrtsektor	280 Millionen Dollar	12 Partnerschaften
Automobilelektronik	250 Millionen Dollar	18 Partnerschaften
IoT und spezialisiertes Computing	150 Millionen Dollar	22 Partnerschaften

GLOBALFOUNDRIES Inc. (GFS) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose GLOBALFOUNDRIES Inc. (GFS) over competitors, which really boils down to security, specialization, and scale across key global regions. It's about providing an assured supply of chips that others can't or won't make under the necessary security or technology constraints.

Supply Chain Security: Geographically Diverse Manufacturing

GLOBALFOUNDRIES Inc. offers a geographically diverse manufacturing footprint spanning the U.S., Europe, and Asia, which is a direct countermeasure to supply chain fragility. This global presence is a key differentiator, ensuring continuity even when one region faces disruption. For instance, the company's Q3 2025 results highlighted strong momentum in Automotive and Communications Infrastructure, markets where supply assurance is paramount.

The company's operational scale is reflected in its Q3 2025 operational data:

Metric	Value (Q3 2025)	Context/Target
Revenue	$1.688 billion	Q3 2025 reported revenue
Wafer Shipments (300mm equivalent)	602,000	Up 10% year-over-year
Ending Cash, Cash Equivalents, and Marketable Securities	$4.2 billion	Strong liquidity position as of Q3 2025
Dresden Capacity Goal (by 2028)	Over 1 million wafers/year	Target capacity following Project SPRINT investment

Differentiated Chips: Focus on Essential, High-Performance, and Power-Efficient Solutions

GLOBALFOUNDRIES Inc. focuses its process technology development on areas where performance and power efficiency are critical, moving away from the leading-edge logic race. This strategy positions them well in secular growth markets. For example, the company saw significant year-over-year revenue growth in its Automotive and Communications Infrastructure sectors in Q3 2025.

Key technology value propositions include:

• Launch of the Complementary Bi-CMOS (CBIC) platform in August 2025, a high-performance SiGe process.
• Focus on 22FDX chips, which are important for auto safety systems and satellites.
• Development of a U.S.-based GaN power portfolio, supported by a November 2025 technology-licensing agreement with TSMC.
• The company's differentiated FinFET platform is optimized for high-performance RF connectivity and optimized memories.

The focus on product mix is clearly paying off; the non-IFRS gross margin reached 26.0% in Q3 2025, an expansion from the prior year.

Platform Specialization: Leadership in Silicon Photonics for AI Data Centers

The proliferation of AI into the real world makes low-latency, high-speed connectivity a must-have, and GLOBALFOUNDRIES Inc. is staking a claim here. Following the November 2025 acquisition of Advanced Micro Foundry (AMF), the company established itself as the largest silicon photonics pure-play foundry by revenue. This technology is essential for AI data center interconnects.

The broader Silicon Photonics Market was valued at $2.79 billion in 2025, up from $2.33 billion in 2024, with a projected CAGR of 20.99% through 2032. GLOBALFOUNDRIES Inc. anticipates its growth in this specific field will outpace the overall market growth.

Trusted Foundry Status: Sole Commercial High-Volume Foundry with US Trusted Designation

This is perhaps the most unique value proposition for defense and aerospace clients. GLOBALFOUNDRIES Inc. is the only commercial high-volume foundry with the US Department of Defense (DoD) Trusted designation. Its Malta, New York facility achieved Category 1A Trusted Supplier accreditation in May 2023.

This status underpins national security supply chains. The company has secured over $1.5 billion in CHIPS Act funding, partly due to this trusted role. The DoD has awarded GFS a $3.1 billion, 10-year contract for securely manufactured, U.S.-made semiconductors. This provides an assured supply of essential semiconductors built with the highest levels of physical and digital security protections.

Long-term Capacity: Committed to over 1 million wafers/year in Dresden by 2028

To bolster European supply chain resilience, GLOBALFOUNDRIES Inc. announced Project SPRINT on October 28, 2025, committing a €1.1 billion investment to its Dresden, Germany site. This project aims to increase production capacity to exceed 1 million wafers per year by the end of 2028, which would make it the largest site of its kind in Europe. This expansion will focus on specialized technologies like low-power, embedded secure memory, and wireless connectivity for the automotive, IoT, and defense sectors. You'll see the commitment in the numbers: the company has already invested more than €10 billion in Dresden since 2009. Finance: draft 13-week cash view by Friday.

GLOBALFOUNDRIES Inc. (GFS) - Canvas Business Model: Customer Relationships

You're looking at how GLOBALFOUNDRIES Inc. (GFS) locks in its high-value manufacturing relationships, which is key for a capital-intensive business like this. It's less about transactional sales and more about deep, multi-year commitments, especially in their growth areas like Automotive and Communications Infrastructure and Data Center.

Dedicated account management for long-term, sole-source engagements

GLOBALFOUNDRIES Inc. (GFS) structures its top-tier relationships to secure committed volume and technology alignment. This is evident in how they manage major accounts. For instance, in Q2 2025, the team adjusted a long-term agreement with a specific customer by replacing the fixed wafer volume component with a commitment for a long-term 50% share of wallet. This adjustment is expected to result in meaningfully higher wafer revenues over the remaining life of that contract.

This focus on deep partnership is also seen in strategic manufacturing agreements. In June 2025, GLOBALFOUNDRIES Inc. (GFS) became the exclusive manufacturing partner for Continental's new Advanced Electronics & Semiconductor Solutions (AESS) organization, specifically to support the demand for safe, connected autonomous vehicles. This level of commitment requires dedicated, high-touch management to ensure process technology alignment and supply chain resilience.

The company's overall revenue for Q2 2025 reached $1.688 billion, with preliminary Q3 2025 revenue also reported at $1.688 billion, showing the scale these relationships operate within. The guidance for Q3 2025 total revenue was set around $1.675 billion $\pm$ $25 million.

Deep co-development and IP integration (e.g., MIPS acquisition for processor IP)

A major step in deepening customer value came in the second half of 2025 with the acquisition of MIPS, a supplier of AI and processor Intellectual Property (IP). This move is designed to offer customers more than just manufacturing capacity; it offers pre-integrated, differentiated solutions. MIPS brings its general-purpose CPU IP, AI inference acceleration IP, and various sensors, including cores based on the RISC-V instruction set architecture (ISA).

The goal of this integration is to enable tighter alignment between processor IP and process technologies, which should lead to a faster time-to-market for complex chips. MIPS will operate as a standalone business within GLOBALFOUNDRIES Inc. (GFS), maintaining its licensing model and serving a broad customer base. This IP enhancement directly supports high-growth areas like Physical AI, edge computing, and datacenter infrastructure.

The focus on specialized, high-growth IP is clear in other areas too. For example, GLOBALFOUNDRIES Inc. (GFS) expects its silicon photonics revenue to nearly double from 2024 to 2025, reaching over $200 million in 2025.

High-touch, consultative sales for complex, differentiated platforms

Consultative sales are necessary for platforms that require deep process qualification and geographic sourcing strategies. GLOBALFOUNDRIES Inc. (GFS) is actively working with major technology companies to onshore production and diversify supply chains, which requires intensive collaboration. Key partners committed to U.S.-based production include Apple, SpaceX, AMD, Qualcomm Technologies, Inc., NXP, and GM.

The company is also tailoring its geographic strategy to customer needs. GLOBALFOUNDRIES Inc. (GFS) entered an agreement with a China-based foundry to support its customers' domestic Chinese demand using GF's automotive-grade process technologies, part of its China-for-China strategy. Furthermore, in October 2025, Silicon Labs expanded its partnership with GLOBALFOUNDRIES Inc. (GFS) for manufacturing wireless system-on-chips (SoCs) on the new 40nm Ultra Low Power platform out of the Malta, New York fab, reinforcing U.S. supply.

The Automotive and Communications Infrastructure and Data Center end markets saw double digit percent year-over-year revenue growth in Q2 2025, driven by these specialized engagements.

Capacity reservation agreements (CRAs) to ensure stable supply for customers

Capacity Reservation Agreements (CRAs) are the contractual backbone ensuring supply stability for customers designing complex, long-lifecycle products. These agreements commit GLOBALFOUNDRIES Inc. (GFS) to reserve a specific quantity of manufacturing capacity for a set period. For example, a prior agreement structure detailed specific Quarterly Commitments for calendar years 2022 and 2023, with capacity reservation set for calendar years 2024 to 2026.

These CRAs often include a Purchase Commitment where the customer agrees to buy the reserved volume, and a Supply Commitment where GLOBALFOUNDRIES Inc. (GFS) agrees to deliver that volume. The recent shift to a 50% share of wallet model, mentioned earlier, is a modern evolution of this concept, ensuring revenue stability for GLOBALFOUNDRIES Inc. (GFS) while guaranteeing a significant portion of a customer's future needs.

The company remains focused on utilizing its global footprint to meet demand, expecting to generate over $1 billion of adjusted free cash flow in 2025, partly supported by the execution on these long-term commitments.

Metric	Value/Detail	Context/Date
Q2 2025 Revenue	$1.688 billion	Ended June 30, 2025
Q3 2025 Revenue Guidance (Midpoint)	$1.675 billion $\pm$ $25 million	Announced August 2025
Expected Adjusted Free Cash Flow	Over $1 billion	Full Year 2025 expectation
Silicon Photonics Revenue (Projected)	Over $200 million	2025 projection (nearly double 2024)
MIPS Acquisition Completion	Expected in H2 2025	Announced July 2025

• Exclusive manufacturing partner for Continental AESS since June 2025.
• Adjusted one long-term agreement to a 50% share of wallet commitment.
• Capacity Reservation Terms previously set through calendar year 2026.
• Acquired MIPS IP portfolio in H2 2025 to enhance RISC-V and AI offerings.
• Automotive and Comms/Data Center revenue growth in Q2 2025 was double digit percent year-over-year.

GLOBALFOUNDRIES Inc. (GFS) - Canvas Business Model: Channels

The channels GLOBALFOUNDRIES Inc. uses to reach and serve its customers are deeply integrated with its manufacturing footprint and technical engagement strategy.

Direct Sales Force: Primary channel for engaging large IDMs and fabless customers.

The success of direct engagement is reflected in the volume of new business secured through these channels. For the first three quarters of 2025 year-to-date, approximately 95% of new design wins were secured on a sole-source basis, indicating strong, direct customer commitment to GLOBALFOUNDRIES Inc. solutions. This direct relationship focus is further evidenced by the company's strategic moves, such as the exclusive manufacturing partnership announced in June 2025 with Continental's Advanced Electronics & Semiconductor Solutions (AESS) organization to support connected autonomous vehicles.

Customer Design-In Teams: Technical support for platform adoption and customization.

Technical teams drive platform adoption through design wins, which are a key metric for channel success. In the second quarter of 2025, GLOBALFOUNDRIES Inc. recorded over 200 design wins, which is double the amount from the prior year period. Overall, in the first 3 quarters of 2025, the number of design wins with leading industry players has nearly tripled compared to the same period two years prior. The Automotive segment, a key area for design-in support, represented 19% of total revenue in Q1 2025, growing 16% year-over-year, and saw double-digit percent year-over-year revenue growth again in Q2 2025.

The growth in design wins is concentrated in high-value areas:

• Edge AI, connectivity, and data center/IoT applications.
• Automotive radar saw market share as high as 30% where technology is uniquely positioned.
• Communications infrastructure and data center revenue increased 45% year-over-year in Q1 2025, reaching $174 million.

Global Manufacturing Sites: Fabs in Malta, New York; Dresden, Germany; and Singapore.

The physical manufacturing sites serve as the ultimate delivery channel, with capacity expansion directly impacting future throughput. GLOBALFOUNDRIES Inc. reported total wafer shipments (300mm equivalent) of 602,000 in the third quarter of 2025, a 10% increase year-over-year.

Key site expansion and capacity figures as of late 2025:

Site Location	Key Technology Focus	Capacity/Expansion Detail	Government Support/Investment
Malta, New York (Fab 8/8.2)	General purpose, GaN technology conversion in Vermont	Construction of new Fab 8.2 slated to commence in 2025; plans to triple campus capacity over a decade.	$1.5 billion grant from the U.S. CHIPS and Science Act; $575 million in Green CHIPS tax credits.
Dresden, Germany (Fab 1)	22FDX FD-SOI low-power process technology	Investment of €1.1 billion announced in October 2025 (Project SPRINT); aiming for production capacity exceeding one million wafers per year by the end of 2028. Capacity was 300,000 wafers per year in 2020.	Supported by the German federal government and the State of Saxony under the European Chips Act framework.
Singapore (Fab 7)	Mature process nodes (e.g., 22nm, 28nm)	Expansion opened September 2023, expected fully operational by 2024, aiming to increase output by 30%. Acquisition of Advanced Micro Foundry (AMF) announced November 17, 2025, strengthening silicon photonics.	Supported by the Singapore Economic Development Board.

The company reported total assets of $16.8 billion as of the end of 2024, supporting this global infrastructure.

Technology Summits/Ecosystem Events: Showcasing new platforms and partner solutions.

Ecosystem engagement is formalized through strategic partnerships and technology integration, which act as high-level channels for technology adoption. GLOBALFOUNDRIES Inc. completed the $226 million acquisition of MIPS Holdings Inc. in Q3 2025, adding developed technology, R&D, and customer relationships, particularly strengthening capabilities in edge AI and processor IP. The company also entered a technology-licensing agreement with TSMC on November 10, 2025, covering 650 V and 80 V Gallium Nitride (GaN) technology to support U.S.-based power portfolio development.

These ecosystem activities support key market segments:

• Automotive revenue was approximately 19% of total revenue in Q1 2025.
• Communications infrastructure and datacenter revenue was 11% of total revenue in Q1 2025.

The company reaffirmed its goal to exit 2025 with gross margins at 30%, driven by improving utilization and a favorable product mix resulting from these channel strategies.

GLOBALFOUNDRIES Inc. (GFS) - Canvas Business Model: Customer Segments

You're looking at how GLOBALFOUNDRIES Inc. (GFS) divides its revenue-generating activities across different end markets as of late 2025. It's a clear pivot away from consumer reliance toward more stable, high-growth industrial and infrastructure applications.

The Smart Mobile Devices segment, while still the largest, is facing headwinds, which is why the growth in other areas is so critical to the overall picture. For instance, in the first quarter of 2025, total revenue was $1.59 billion, but the mix was already shifting significantly.

Here's a look at the revenue contribution from the key segments based on the Q1 2025 results:

Customer Segment	Q1 2025 Revenue (Approximate)	Year-over-Year Growth (Q1 2025)	Approximate Revenue Share (Q1 2025)
Smart Mobile Devices	$586 million	-14%	Over 40%
Automotive	$309 million	+16%	19%
Home and Industrial IoT	$328 million	+6%	N/A
Communications Infrastructure & Data Center	$174 million	+45%	11%

The Automotive segment is definitely a bright spot. You see that 16% year-over-year growth in Q1 2025, hitting $309 million in revenue. This is directly tied to the silicon content needed for radar and advanced driver-assistance systems in new vehicles. By Q2 2025, this business, along with Communications Infrastructure, delivered double-digit percent year-over-year revenue growth. Furthermore, GLOBALFOUNDRIES Inc. announced in June 2025 that it became the exclusive manufacturing partner for Continental's AESS organization, solidifying this focus.

For Communications Infrastructure & Data Center, the growth rate is impressive. That 45% jump in Q1 2025 revenue to $174 million shows the immediate impact of 5G buildouts and AI server demand. Management expects this momentum to continue, underpinning the strong Q4 2025 revenue forecast of $1.80 billion.

The Smart Mobile Devices segment is the anchor that's currently dragging a bit. That 14% year-over-year decline in Q1 2025 revenue, despite still representing over 40% of the total, is what the company is working to balance out. You see this reflected in the Q3 2025 guidance, which anticipates continued weakness in consumer-driven end markets.

The Home and Industrial IoT segment saw a more modest 6% increase in Q1 2025 revenue, reaching $328 million. However, management noted a cautious outlook for the second half of 2025 due to residual consumer-facing IoT inventories, though they remain bullish for 2026 and beyond as AI moves to edge devices.

The Aerospace & Defense segment doesn't have specific revenue figures readily available in the latest public reports, but its importance is strategic, not just volume-based. Customers here require the company's Trusted Foundry status and assurances of a secure, geographically resilient supply chain, which is a key differentiator for GLOBALFOUNDRIES Inc. given its fabs outside of the primary East Asian hubs.

You can see the overall revenue trend for the trailing twelve months ending September 30, 2025, was $6.791B, a slight increase year-over-year.

• Q2 2025 Total Revenue was $1.688 billion.
• Non-IFRS adjusted free cash flow for Q1 2025 was $165 million, a 10% margin.
• Non-IFRS adjusted free cash flow for Q2 2025 was $277 million.
• GLOBALFOUNDRIES Inc. reaffirmed its goal to exit 2025 with gross margins at 30%.

Finance: draft Q3 2025 segment revenue variance analysis by Friday.

GLOBALFOUNDRIES Inc. (GFS) - Canvas Business Model: Cost Structure

You're building out the cost side of the Business Model Canvas for GLOBALFOUNDRIES Inc. (GFS), and the reality is that for a capital-intensive foundry like this, the costs are dominated by massive fixed asset investment and the ongoing operation of those fabs. Here's the quick math on the major cost drivers as of late 2025, based on recent financial reporting.

The single largest recurring cost category tied to the physical assets is Depreciation and Amortization. For the twelve months ending September 30, 2025, this heavy, non-cash charge amounted to approximately $1.475B.

Next, you have the significant investment required to keep the technology pipeline flowing. Research and Development (R&D) spending for the twelve months ending September 30, 2025, was reported at $506 million. This is the cost of future relevance, ensuring their process technologies remain competitive.

The operational expenses are substantial, driven by the workforce and the materials needed for fabrication. GLOBALFOUNDRIES Inc. employs approximately 13,000 people, meaning Personnel Costs-especially for highly skilled engineers and technicians-are a major component of the operating expense structure.

Manufacturing Costs are captured within the Cost of Revenue (COGS). For the third quarter of 2025, with revenue at $\text{1.688 billion}$ and a reported IFRS gross margin of $\text{24.8\%}$, the associated Cost of Revenue was roughly $\text{\$1.269 billion}$ ($\text{1.688B} \times (1 - 0.248)$). This figure directly encapsulates the raw wafer materials, chemicals, and utility expenses necessary to run the global fabrication facilities. To be fair, management noted specific supply chain cost impacts related to tariffs were expected to be limited to roughly $20 million in the second half of 2025.

Finally, the commitment to capacity expansion is reflected in Capital Expenditures (CapEx). For the full year 2025, GLOBALFOUNDRIES Inc. expected CapEx, net of proceeds from government grants, to be around $700 million.

Here is a summary of the key cost structure components:

Cost Component	Latest Reported/Expected Amount (Late 2025)	Period/Context
Capital Expenditures (Net of Grants)	$700 million	Full-Year 2025 Expectation
Research & Development (R&D)	$506 million	LTM ending September 30, 2025
Depreciation & Amortization (D&A)	$1.475 billion	TTM ending September 30, 2025
Personnel (Headcount)	13,000 employees	As of late 2024/2025
Estimated Cost of Revenue (Manufacturing Bulk)	Approx. $1.249 billion	Q3 2025 (Based on Non-IFRS Gross Margin of 26.0%)

The cost structure is heavily weighted toward fixed assets and long-term technology maintenance. You can see this in the high D&A relative to quarterly revenue of $\text{1.688 billion}$ in Q3 2025. The company's focus on profitability improvement is directly tied to managing these fixed costs through higher utilization rates.

• High fixed costs necessitate high utilization to drive margin expansion.
• Personnel costs are concentrated in highly specialized engineering roles.
• CapEx is strategically deployed for capacity expansion in key growth areas.
• D&A reflects the immense investment in global fabrication assets.

GLOBALFOUNDRIES Inc. (GFS) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers driving GLOBALFOUNDRIES Inc. (GFS) revenue streams as of late 2025. The core of the business remains wafer fabrication, but the mix is shifting toward higher-value services and technologies.

The most recent concrete figure you have is the third quarter performance. GLOBALFOUNDRIES Inc. (GFS) reported Q3 2025 net revenue of $1.688 billion. This was achieved with a reported gross margin of 24.8% for the quarter.

Looking forward, the company is targeting a significant profitability milestone. GLOBALFOUNDRIES Inc. (GFS) is targeting an exit gross margin of approximately 30% by Q4 2025. The guidance for Q4 2025 net revenue is set at approximately $1.800 billion, with a projected gross margin of 27.6% ± 100 basis points.

The revenue composition is evolving, with a deliberate push into specialized, high-margin areas. This strategy is reflected in the guidance for the fourth quarter and the full year's growth drivers.

Here are the key components shaping the revenue outlook:

• Wafer Fabrication Revenue: The primary income source from manufacturing chips for external customers.
• Non-Wafer Revenue: Technology services and IP licensing are guided to represent approximately 13% of Q4 2025 total revenue.
• Non-Wafer Revenue Growth: This segment, covering services and design wins, is expected to grow 20% in 2025.
• High-Margin Product Mix: The shift to accretive platforms is evident, with Silicon Photonics revenue expected to exceed $200 million in 2025, representing a 100% year-over-year increase.

To put the recent performance and near-term expectations side-by-side, here's a quick view of the figures we have:

Metric	Value	Period/Context
Net Revenue	$1.688 billion	Q3 2025 Actual
Net Revenue Guidance	$1.800 billion	Q4 2025 Guidance
Gross Margin	24.8%	Q3 2025 Actual
Gross Margin Target	Nearly 30%	Target Exit for Full Year 2025
Silicon Photonics Revenue	Exceed $200 million	Full Year 2025 Expectation
Non-Wafer Revenue Share	Approximately 13%	Q4 2025 Revenue Guidance

The focus on platforms like Silicon Photonics and FDX is clearly intended to improve the overall profitability profile of GLOBALFOUNDRIES Inc. (GFS). The company is driving this mix shift alongside operational improvements to hit that near-30% gross margin exit rate.