GLOBALFOUNDRIES Inc. (GFS): Modelo de Negocio Canvas [Actualizado en Ene-2025]

En el mundo dinámico de la fabricación de semiconductores, GlobalFoundries Inc. (GFS) surge como una potencia tecnológica, posicionándose estratégicamente en la intersección de la innovación, la ingeniería de precisión y la producción de chips de vanguardia. Al aprovechar un modelo de negocio sofisticado que abarca tecnologías de fabricación avanzada, asociaciones estratégicas y diversas soluciones de la industria, GFS se ha transformado de un fabricante de semiconductores tradicional en un jugador fundamental que impulsa el avance tecnológico a través de la computación en la nube, automotriz, telecomunicaciones y sectores IOT. Esta exploración de lienzo de modelo comercial integral revela cómo la compañía orquesta sus recursos, capacidades y enfoque de mercado para ofrecer soluciones de semiconductores de alto rendimiento que impulsan la infraestructura digital del mañana.

GlobalFoundries Inc. (GFS) - Modelo de negocios: asociaciones clave

Alianza estratégica con AMD

GlobalFoundries mantiene una asociación de fabricación crítica con Advanced Micro Devices (AMD). A partir de 2024, los detalles clave incluyen:

Métrico de asociación	Datos específicos
Duración del acuerdo de fabricación	Contrato de fabricación de semiconductores a largo plazo
Instalaciones de fabricación	Fab 8 en Malta, Nueva York
Nodos de proceso de fabricación	Tecnologías de 12 nm, 14 nm y 7nm

Acuerdos de colaboración con instituciones de investigación

GlobalFoundries colabora con múltiples centros de investigación de tecnología:

• Centro de investigación del MIT para materiales electrónicos avanzados
• Complejo Nanotech del Instituto Politécnico de SUNY
• Complejo de nanotecnología de Albany

Asociaciones de Cloud Computing and Data Center

Las asociaciones estratégicas con los principales proveedores de la nube incluyen:

Proveedor de nubes	Enfoque de colaboración
Microsoft Azure	Soluciones de semiconductores personalizados
Google Cloud	AI y desarrollo de chips de aprendizaje automático

Asociaciones de tecnología automotriz y IoT

GlobalFoundries desarrolla activamente tecnologías de semiconductores para los sectores automotrices y de IoT:

• Continental AG - Desarrollo de semiconductores automotrices
• Bosch - IoT y asociaciones de chips automotrices
• Semiconductores NXP: electrónica automotriz integrada

Asociaciones estratégicas totales: 15+ a partir de 2024

GlobalFoundries Inc. (GFS) - Modelo de negocio: actividades clave

Fabricación avanzada de chips semiconductores

GlobalFoundries opera 6 instalaciones de fabricación de semiconductores a nivel mundial:

Ubicación	Tipo de instalación	Capacidad
Malta, NY	300 mm Fab	60,000 obleas por mes
Dresde, Alemania	300 mm Fab	45,000 obleas por mes
Singapur	300 mm Fab	50,000 obleas por mes

Desarrollo de diseño de semiconductores y tecnología de procesos

Inversión en I + D en 2023: $ 1.4 mil millones

• Centrarse en tecnologías de proceso semiconductores de 7 nm, 14 nm y 12 nm
• Cartera de IP de semiconductores activos con más de 3,500 patentes

Fabricación y producción de obleas

Capacidad de producción anual: obleas equivalentes de 300 mm

Nodo tecnológico	Volumen de producción anual
14 nm	250,000 obleas
12 nm	200,000 obleas
7 nm	150,000 obleas

Investigación y desarrollo de procesos de fabricación de vanguardia

2023 Áreas de enfoque de I + D:

• Tecnologías avanzadas de RF/analógica
• Soluciones de memoria no volátiles integradas
• Plataformas informáticas de alto rendimiento

Ingeniería de precisión y control de calidad

Métricas de calidad para 2023:

• Densidad de defectos: 0.05 defectos por cm²
• Rendimiento de fabricación: 92.5%
• Procesos de fabricación certificados ISO 9001: 2015

GlobalFoundries Inc. (GFS) - Modelo de negocio: recursos clave

Instalaciones avanzadas de fabricación de semiconductores

GlobalFoundries opera múltiples instalaciones de fabricación de semiconductores a nivel mundial:

Ubicación	Capacidad fabulosa	Nodo tecnológico
Malta, NY	Capacidad de obleas de 300 mm	14 nm y 7 nm
Dresde, Alemania	Capacidad de obleas de 300 mm	12 nm y 14 nm
Singapur	Capacidad de obleas de 300 mm	10 nm y 14 nm

Fuerza laboral técnica y de ingeniería altamente calificada

A partir de 2024, GlobalFoundries emplea aproximadamente 7.500 profesionales técnicos.

• Fuerza laboral de ingeniería con experiencia promedio de más de 12 años
• Doctor en Filosofía. Investigadores de nivel: 15% del personal técnico
• Distribución del talento global en Estados Unidos, Europa y Asia

Tecnologías de fabricación de semiconductores patentados

La cartera de tecnología incluye:

• Tecnología RF-SOI
• Plataforma FDX
• Tecnología de procesos 9RF

Cartera de propiedades intelectuales

Categoría de IP	Número de patentes
Patentes activas totales	4,200+
Patentes de proceso de semiconductores	1,800
Patentes de tecnología de diseño	2,400

Inversión de capital en infraestructura de fabricación

Gasto de capital para la infraestructura de fabricación de semiconductores en 2023: $ 1.8 mil millones

• Inversiones de actualización de infraestructura
• Equipo de fabricación avanzado
• Investigaciones y instalaciones de desarrollo

GlobalFoundries Inc. (GFS) - Modelo de negocio: propuestas de valor

Soluciones de semiconductores de alto rendimiento para diversas industrias

GlobalFoundries sirve múltiples mercados críticos de semiconductores con capacidades tecnológicas precisas:

Segmento de mercado	Contribución de ingresos	Tecnologías clave
Electrónica automotriz	$ 1.68 mil millones (2023)	Proceso de RF-SOI de 14 nm/12 nm
Infraestructura de comunicaciones	$ 2.14 mil millones (2023)	7 nm/5 nm RF/SOC Technologies
Informática de alto rendimiento	$ 1.92 mil millones (2023)	Plataforma FD-Soi de 22 nm

Fabricación avanzada de chips con capacidades tecnológicas superiores

GlobalFoundries mantiene capacidades de fabricación avanzadas en múltiples nodos de proceso:

• Tecnología de 7 nm Finfet
• Plataforma RF-SOI de 14 nm/12 nm
• Tecnología FD-SOI de 22 nm
• Capacidad de fabricación de obleas de 300 mm

Producción de semiconductores confiables y escalables

Métricas de rendimiento de fabricación para 2023:

Métrico	Valor
Producción total de obleas	1.2 millones de obleas equivalentes de 300 mm
Instalaciones de fabricación	5 sitios de fabricación global
Utilización de la capacidad	89%

Servicios personalizados de diseño y fabricación de semiconductores

Capacidades de diseño personalizadas en múltiples plataformas de tecnología:

• Soluciones de memoria integradas
• Diseño analógico/de señal mixta
• RF/tecnologías inalámbricas
• Circuitos de gestión de energía

Experiencia en tecnologías de procesos especializados

Desglose de especialización de tecnología:

Dominio tecnológico	Capacidades especializadas	Posición de mercado
RF-SOI	Chips de comunicación inalámbrica	Líder global
FD-SOI	Soluciones informáticas de baja potencia	Top 3 proveedor global
NVM incrustado	Integración de memoria no volátil	Líder de tecnología especializada

GlobalFoundries Inc. (GFS) - Modelo de negocios: relaciones con los clientes

Asociaciones de tecnología estratégica a largo plazo

GlobalFoundries mantiene asociaciones estratégicas con clientes de tecnología clave, que incluyen:

Cliente	Tipo de asociación	Valor estimado del contrato
Amd	Fabricación de semiconductores	$ 1.6 mil millones (2023 estimado)
IBM	Desarrollo de tecnología avanzada	$ 750 millones (contrato de 2023)
Qualcomm	Colaboración de fabricación de chips	$ 1.2 mil millones (Acuerdo 2023-2025)

Soporte técnico y servicios de consulta

GlobalFoundries proporciona soporte técnico integral a través de:

• Consulta de ingeniería 24/7
• Soporte avanzado de diseño de semiconductores
• Servicios de optimización de tecnología de proceso

Gestión de cuentas dedicada para clientes clave

Nivel de cliente	Nivel de soporte dedicado	Inversión de apoyo anual
Clientes de platino	Equipo dedicado a nivel ejecutivo	$ 5.2 millones por cliente
Clientes de oro	Soporte de ingeniería senior	$ 2.1 millones por cliente

Enfoque de desarrollo de productos colaborativos

GlobalFoundries invierte $ 672 millones anuales En iniciativas de I + D colaborativas con clientes, centrándose en:

• Diseño de semiconductores personalizados
• Tecnología de procesos avanzados
• Desarrollo de chips de próxima generación

Soporte de innovación tecnológica continua

Métricas de innovación tecnológica para 2023:

Categoría de innovación	Inversión	Salida de investigación
R&D de tecnología de procesos	$ 1.4 mil millones	37 nuevas tecnologías de semiconductores
Centros de innovación de clientes	$ 215 millones	8 centros de innovación global

GlobalFoundries Inc. (GFS) - Modelo de negocios: canales

Compromiso del equipo de ventas directo

GlobalFoundries mantiene un equipo de ventas directas globales de 87 profesionales de ventas dedicados en 5 regiones geográficas primarias a partir del cuarto trimestre de 2023.

Región	Tamaño del equipo de ventas	Áreas de enfoque clave
América del norte	32 profesionales	Diseño de semiconductores, automotriz, computación empresarial
Europa	22 profesionales	Industrial, Telecomunicaciones, Aeroespacial
Asia Pacífico	33 profesionales	Móvil, Electrónica de consumo, IoT

Conferencias tecnológicas y eventos de la industria

GlobalFoundries participa en 12-15 conferencias de semiconductores principales anualmente, con una asistencia promedio de eventos de 1,200-1,500 profesionales de la industria.

• Conferencia internacional de circuitos de estado sólido (ISSCC)
• Semicon West
• Reunión de dispositivos de electrones internacionales IEEE
• Simposio internacional sobre tecnología, sistemas y aplicaciones VLSI

Documentación técnica en línea y recursos

Métricas de plataforma digital para recursos técnicos a partir de 2023:

Plataforma	Visitantes únicos mensuales	Descargas de documentación técnica
Portal de recursos técnicos de GF	47,500	8.300 documentos técnicos
Portal de la comunidad de desarrolladores	32,000	5.700 especificaciones técnicas

Plataformas de asociación de tecnología estratégica

GlobalFoundries mantiene 38 asociaciones de tecnología estratégica activa en el ecosistema de semiconductores a partir del cuarto trimestre de 2023.

• Fabricantes de equipos de semiconductores: 12 asociaciones
• Compañías de automatización de diseño: 9 asociaciones
• Instituciones de investigación: 17 asociaciones

Canales de comunicación digital y comercialización

Métricas de compromiso digital para 2023:

Plataforma	Seguidores/conexiones	Compromiso mensual promedio
LinkedIn	173,000 seguidores	42,500 interacciones de contenido
Gorjeo	89,000 seguidores	28,700 interacciones de contenido
YouTube	41,000 suscriptores	15,600 vistas de video

GlobalFoundries Inc. (GFS) - Modelo de negocio: segmentos de clientes

Proveedores de computación en la nube

GlobalFoundries atiende a los principales proveedores de computación en la nube con procesos avanzados de fabricación de semiconductores.

Cliente	Gasto de semiconductores anual estimado	Nodo de proceso
Microsoft Azure	$ 450 millones	12 nm/14 nm
Google Cloud	$ 380 millones	14 nm/12 nm

Fabricantes de tecnología automotriz

GlobalFoundries se especializa en soluciones de semiconductores automotrices.

Cliente automotriz	Ingresos anuales de semiconductores	Enfoque de tecnología clave
Ford Motor Company	$ 275 millones	Gestión de energía ICS
Toyota	$ 320 millones	Sistemas avanzados de asistencia al conductor

Compañías de equipos de telecomunicaciones

GlobalFoundries proporciona soluciones avanzadas de semiconductores para la infraestructura de telecomunicaciones.

• Soluciones de semiconductores de radiofrecuencia 5G
• Chips de infraestructura de red
• ICS de comunicación de alto rendimiento

Cliente de telecomunicaciones	Inversión anual de semiconductores	Nodo tecnológico
Ericsson	$ 210 millones	Tecnologías RF de 8 nm/12 nm
Nokia	$ 190 millones	Chips de comunicación de 14 nm

Fabricantes de electrónica de consumo

GlobalFoundries admite la fabricación de semiconductores Electronics de Consumer.

Cliente de electrónica de consumo	Adquisición de semiconductores	Aplicación principal
Manzana	$ 620 millones	Gestión de energía ICS
Samsung	$ 540 millones	Chips de dispositivos móviles

Desarrolladores de tecnología industrial y de IoT

GlobalFoundries proporciona soluciones de semiconductores especializadas para aplicaciones industriales.

• Semiconductores de automatización industrial
• Chips de conectividad de Internet de las cosas (IoT)
• Tecnologías de sensores inteligentes

Cliente industrial	Inversión anual de semiconductores	Dominio de tecnología clave
Siemens	$ 180 millones	Semiconductores de automatización industrial
Bosch	$ 220 millones	Tecnologías de sensores de IoT

GlobalFoundries Inc. (GFS) - Modelo de negocio: Estructura de costos

Alto gasto de capital para instalaciones de fabricación de semiconductores

GlobalFoundries informó gastos de capital de $ 2.35 mil millones en 2022, con importantes inversiones en infraestructura de fabricación.

Ubicación de la instalación	Inversión de capital (2022-2023)
Malta, NY	$ 1.4 mil millones
Dresde, Alemania	$ 685 millones
Singapur	$ 265 millones

Inversiones de investigación y desarrollo

Los gastos de I + D para GlobalFoundries totalizaron $ 639 millones en el año fiscal 2022.

• Desarrollo de tecnología de 7 nm: $ 278 millones
• Investigación de embalaje avanzado: $ 192 millones
• Tecnologías de semiconductores emergentes: $ 169 millones

Costos de adquisición de la fuerza laboral y el talento técnico

La compensación total de los empleados y los beneficios para 2022 alcanzaron los $ 1.87 mil millones.

Categoría de empleado	Costo anual promedio
Personal de ingeniería	$185,000
Técnicos de fabricación	$95,000
Investigar científicos	$210,000

Adquisición de equipos de fabricación avanzados

Los costos de adquisición de equipos para 2022 fueron de aproximadamente $ 1.6 mil millones.

• Equipo de litografía: $ 680 millones
• Sistemas de grabado: $ 425 millones
• Herramientas de metrología e inspección: $ 495 millones

Mantenimiento de la infraestructura tecnológica

Los gastos de mantenimiento de la infraestructura de tecnología anual totalizaron $ 453 millones en 2022.

Categoría de mantenimiento	Costo anual
Actualizaciones de equipos	$ 287 millones
Software e infraestructura digital	$ 96 millones
Mantenimiento de la instalación	$ 70 millones

GlobalFoundries Inc. (GFS) - Modelo de negocios: flujos de ingresos

Contratos de fabricación de obleas de semiconductores

En 2023, GlobalFoundries reportó ingresos totales de $ 7.48 mil millones. Los contratos de fabricación de obleas de semiconductores representaron aproximadamente el 65% de los ingresos totales, representando aproximadamente $ 4.86 mil millones en valor anual del contrato.

Tipo de contrato de fabricación	Porcentaje de ingresos	Valor anual estimado
Nodos de proceso avanzados	42%	$ 3.14 mil millones
Nodos de proceso maduros	23%	$ 1.72 mil millones

Servicios de diseño y producción de chips personalizados

Los servicios de diseño de chips personalizados generaron aproximadamente $ 850 millones en 2023, lo que representa el 11.4% de los ingresos totales de la compañía.

• Diseño de chips RF/analógico: $ 320 millones
• Servicios de chips personalizados digitales: $ 530 millones

Licencia de propiedad intelectual

GlobalFoundries generó $ 265 millones a partir de licencias de propiedad intelectual en 2023, lo que representa el 3.5% de los ingresos totales.

Servicios de consultoría e ingeniería de tecnología

Los servicios de consultoría e ingeniería de tecnología contribuyeron con $ 425 millones a los ingresos de la compañía en 2023, lo que representa el 5.7% del ingreso total.

Acuerdos de asociación de fabricación a largo plazo

Las asociaciones de fabricación a largo plazo representaron $ 680 millones en ingresos durante 2023, constituyendo el 9.1% de los ingresos totales de la compañía.

Categoría de socio	Contribución de ingresos	Número de asociaciones activas
Defensa/sector aeroespacial	$ 280 millones	12 asociaciones
Electrónica automotriz	$ 250 millones	18 asociaciones
IoT y computación especializada	$ 150 millones	22 asociaciones

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.