GlobalFoundries Inc. (GFS): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique de la fabrication de semi-conducteurs, GlobalFoundries Inc. (GFS) émerge comme une puissance technologique, se positionnant stratégiquement à l'intersection de l'innovation, de l'ingénierie de précision et de la production de puces de pointe. En tirant parti d'un modèle commercial sophistiqué qui s'étend sur les technologies de fabrication avancées, les partenariats stratégiques et les diverses solutions de l'industrie, GFS est passé d'un fabricant de semi-conducteur traditionnel en un joueur pivot conduisant les progrès technologiques à travers le cloud computing, l'automobile, les télécommunications et les secteurs IoT. Cette exploration complète de toiles du modèle commercial révèle comment l'entreprise orchestre ses ressources, ses capacités et son approche de marché pour fournir des solutions de semi-conducteurs hautes performances qui alimentent l'infrastructure numérique de demain.

GlobalFoundries Inc. (GFS) - Modèle commercial: partenariats clés

Alliance stratégique avec AMD

GlobalFoundries maintient un partenariat de fabrication essentiel avec Advanced Micro Devices (AMD). Depuis 2024, les détails clés comprennent:

Métrique de partenariat	Données spécifiques
Durée de l'accord de fabrication	Contrat de fabrication à long terme des semi-conducteurs
Installations de fabrication	Fab 8 à Malte, New York
Nœuds de processus de fabrication	Technologies 12 nm, 14 nm et 7nm

Accords de collaboration avec des institutions de recherche

GlobalFoundries collabore avec plusieurs centres de recherche technologique:

• Centre de recherche du MIT pour les matériaux électroniques avancés
• SUNY Polytechnic Institute Nanotech Complex
• Complexe nanotech albany

Cloud Computing et partenariats de centre de données

Les partenariats stratégiques avec les principaux fournisseurs de cloud comprennent:

Fournisseur de cloud	Focus de la collaboration
Microsoft Azure	Solutions de semi-conducteurs personnalisés
Google Cloud	Développement des puces d'apprentissage de l'IA et de l'apprentissage automatique

Partenariats technologiques automobiles et IoT

GlobalFoundries développe activement les technologies de semi-conducteurs pour les secteurs automobile et IoT:

• Continental AG - Développement de semi-conducteurs automobiles
• Bosch - Partenariats IoT et Chip automobile
• Semi-conducteurs NXP - Electronique automobile intégrée

Partenariats stratégiques totaux: 15+ à partir de 2024

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: activités clés

Fabrication avancée des puces semi-conductrices

GlobalFoundries exploite 6 installations de fabrication de semi-conducteurs dans le monde:

Emplacement	Type d'installation	Capacité
Malte, NY	300 mm fabuleux	60 000 plates-formes par mois
Dresde, Allemagne	300 mm fabuleux	45 000 Wafers par mois
Singapour	300 mm fabuleux	50 000 plates-formes par mois

Conception de semi-conducteurs et développement de technologies de processus

Investissement en R&D en 2023: 1,4 milliard de dollars

• Concentrez-vous sur les technologies de processus semi-conducteur 7nm, 14 nm et 12 nm
• Portfolio IP semi-conducteur actif avec plus de 3 500 brevets

Fabrication et production de la tranche

Capacité de production annuelle: 750 000 WAVERS équivalents à 300 mm

Nœud technologique	Volume de production annuel
14nm	250 000 gaufrettes
12nm	200 000 gaufrettes
7nm	150 000 gaufrettes

Recherche et développement de processus de fabrication de pointe

2023 R&D Focus Daires:

• Technologies RF / analogiques avancées
• Solutions de mémoire non volatile intégrées
• Plates-formes informatiques hautes performances

Ingénierie de précision et contrôle de la qualité

Métriques de qualité pour 2023:

• Densité des défauts: 0,05 défauts par cm²
• Rendement de la fabrication: 92,5%
• Processus de fabrication certifiés ISO 9001: 2015

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: Ressources clés

Installations avancées de fabrication de semi-conducteurs

GlobalFoundries exploite plusieurs installations de fabrication de semi-conducteurs dans le monde:

Emplacement	Capacité fabuleuse	Nœud technologique
Malte, NY	Capacité de plaquette de 300 mm	14 nm et 7nm
Dresde, Allemagne	Capacité de plaquette de 300 mm	12 nm et 14 nm
Singapour	Capacité de plaquette de 300 mm	10 nm et 14 nm

Ingénierie hautement qualifiée et main-d'œuvre technique

En 2024, GlobalFoundries emploie environ 7 500 professionnels techniques.

• Travail d'ingénierie avec une expérience moyenne de plus de 12 ans
• doctorat chercheurs de niveau: 15% du personnel technique
• Distribution mondiale des talents à travers les États-Unis, l'Europe et l'Asie

Technologies de fabrication de semi-conducteurs propriétaires

Le portefeuille technologique comprend:

• Technologie RF-SOI
• Plateforme FDX
• 9rf Technologie de processus

Portefeuille de propriété intellectuelle

Catégorie IP	Nombre de brevets
Brevets actifs totaux	4,200+
Brevets de processus semi-conducteur	1,800
Brevets de technologie de conception	2,400

Investissement en capital dans les infrastructures de fabrication

Dépenses en capital pour les infrastructures de fabrication de semi-conducteurs en 2023: 1,8 milliard de dollars

• Investissements de mise à niveau des infrastructures
• Équipement de fabrication avancée
• Installations de recherche et de développement

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: propositions de valeur

Solutions de semi-conducteurs haute performance pour diverses industries

GlobalFoundries sert plusieurs marchés critiques de semi-conducteurs avec des capacités technologiques précises:

Segment de marché	Contribution des revenus	Technologies clés
Électronique automobile	1,68 milliard de dollars (2023)	Processus RF-SOI de 14 nm / 12 nm
Infrastructure de communication	2,14 milliards de dollars (2023)	Technologies RF / SOC 7NM / 5NM
Informatique haute performance	1,92 milliard de dollars (2023)	Plate-forme FD-SOI 22 nm

Fabrication avancée des puces avec des capacités technologiques supérieures

GlobalFoundries maintient des capacités de fabrication avancées sur plusieurs nœuds de processus:

• Technologie 7NM FINFET
• Plate-forme RF-SOI 14 nm / 12 nm
• Technologie FD-SOI 22 nm
• Capacité de fabrication de plaquettes de 300 mm

Production de semi-conducteurs fiables et évolutives

Manufacturing Performance Metrics pour 2023:

Métrique	Valeur
Production totale de plaquettes	1,2 million de tranches d'équivalent de 300 mm
Installations de fabrication	5 sites de fabrication mondiaux
Utilisation des capacités	89%

Services de conception et de fabrication de semi-conducteurs personnalisés

Capacités de conception personnalisées sur plusieurs plateformes technologiques:

• Solutions de mémoire intégrées
• Conception analogique / signale mixte
• RF / technologies sans fil
• Circuits de gestion de l'alimentation

Expertise dans les technologies de processus spécialisées

Répartition de la spécialisation technologique:

Domaine technologique	Capacités spécialisées	Position sur le marché
RF-SOI	Puces de communication sans fil	Leader mondial
FD-SOI	Solutions informatiques à faible puissance	Top 3 fournisseur mondial
NVM intégré	Intégration de mémoire non volatile	Leader de la technologie spécialisée

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: relations clients

Partenariats technologiques stratégiques à long terme

GlobalFoundries maintient des partenariats stratégiques avec les principaux clients de la technologie, notamment:

Client	Type de partenariat	Valeur du contrat estimé
DMLA	Fabrication de semi-conducteurs	1,6 milliard de dollars (2023 estimé)
Ibm	Développement de technologies avancées	750 millions de dollars (contrat 2023)
Qualcomm	Collaboration de fabrication de puces	1,2 milliard de dollars (accord 2023-2025)

Services de support technique et de consultation

GlobalFoundries fournit un soutien technique complet à travers:

• Consultation d'ingénierie 24/7
• Support de conception avancée de semi-conducteurs
• Processus des services d'optimisation de la technologie

Gestion de compte dédiée pour les clients clés

Niveau client	Niveau de soutien dédié	Investissement de soutien annuel
Clients Platinum	Équipe dédiée au niveau exécutif	5,2 millions de dollars par client
Clients d'or	Support d'ingénierie senior	2,1 millions de dollars par client

Approche de développement de produits collaboratifs

GlobalFoundries investit 672 millions de dollars par an Dans les initiatives de R&D collaboratives avec les clients, en se concentrant sur:

• Conception de semi-conducteurs personnalisés
• Technologie de processus avancée
• Développement de puces de nouvelle génération

Support continu de l'innovation technologique

Métriques de l'innovation technologique pour 2023:

Catégorie d'innovation	Investissement	Sortie de recherche
Processus de la R&D de la technologie	1,4 milliard de dollars	37 nouvelles technologies de semi-conducteurs
Centres d'innovation client	215 millions de dollars	8 Poyeuses d'innovation mondiales

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: canaux

Engagement de l'équipe de vente directe

GlobalFoundries maintient une équipe de vente directe mondiale de 87 professionnels des ventes dédiés dans 5 régions géographiques primaires au quatrième trimestre 2023.

Région	Taille de l'équipe de vente	Domaines d'intervention clés
Amérique du Nord	32 professionnels	Conception de semi-conducteurs, automobile, informatique d'entreprise
Europe	22 professionnels	Industriel, télécommunications, aérospatiale
Asie-Pacifique	33 professionnels	Mobile, électronique grand public, IoT

Conférences de technologie et événements de l'industrie

GlobalFoundries participe à 12 à 15 conférences majeures de semi-conducteurs chaque année, avec une fréquentation moyenne d'événements de 1 200 à 1 500 professionnels de l'industrie.

• Conférence internationale sur les circuits à l'état solide (ISSCC)
• Semicon ouest
• Réunion de dispositifs électroniques internationaux IEEE
• Symposium international sur la technologie, les systèmes et les applications VLSI

Documentation technique en ligne et ressources

Métriques de plate-forme numérique pour les ressources techniques à partir de 2023:

Plate-forme	Visiteurs uniques mensuels	Téléchargements de documentation technique
Portail de ressources techniques GF	47,500	8 300 documents techniques
Portail communautaire des développeurs	32,000	5 700 spécifications techniques

Plateformes de partenariat technologique stratégique

GlobalFoundries maintient 38 partenariats technologiques stratégiques actifs à travers l'écosystème des semi-conducteurs auprès du quatrième trimestre 2023.

• Fabricants d'équipements de semi-conducteurs: 12 partenariats
• Concevoir des sociétés d'automatisation: 9 partenariats
• Institutions de recherche: 17 partenariats

Canaux de communication numérique et marketing

Métriques d'engagement numérique pour 2023:

Plate-forme	Abonnés / connexions	Engagement mensuel moyen
Liendin	173 000 abonnés	42 500 interactions de contenu
Gazouillement	89 000 abonnés	28 700 interactions de contenu
Youtube	41 000 abonnés	15 600 vues vidéo

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: segments de clientèle

Fournisseurs de cloud computing

GlobalFoundries sert de grands fournisseurs de cloud computing avec des processus avancés de fabrication de semi-conducteurs.

Client	Dépenses annuelles estimées des semi-conducteurs	Node de processus
Microsoft Azure	450 millions de dollars	12 nm / 14 nm
Google Cloud	380 millions de dollars	14 nm / 12 nm

Fabricants de technologies automobiles

GlobalFoundries se spécialise dans les solutions de semi-conducteurs automobiles.

Client automobile	Revenus de semi-conducteurs annuels	Focus de la technologie clé
Ford Motor Company	275 millions de dollars	ICS de gestion de l'alimentation
Toyota	320 millions de dollars	Systèmes avancés d'assistance à la conduite

Sociétés d'équipement de télécommunications

GlobalFoundries fournit des solutions avancées de semi-conducteurs pour les infrastructures de télécommunications.

• Solutions de semi-conducteurs de radiofréquence 5G
• Puces d'infrastructure réseau
• ICS de communication haute performance

Client de télécommunications	Investissement annuel des semi-conducteurs	Nœud technologique
Éricson	210 millions de dollars	Technologies RF 8 nm / 12 nm
Nokia	190 millions de dollars	Chips de communication 14NM

Fabricants d'électronique grand public

GlobalFoundries prend en charge la fabrication de semi-conducteurs électroniques grand public.

Client de l'électronique grand public	Achat de semi-conducteurs	Application principale
Pomme	620 millions de dollars	ICS de gestion de l'alimentation
Samsung	540 millions de dollars	Puces d'appareil mobile

Développeurs de technologies industrielles et IoT

GlobalFoundries fournit des solutions de semi-conducteurs spécialisées pour les applications industrielles.

• Semi-conducteurs d'automatisation industrielle
• Chips de connectivité de l'Internet (IoT)
• Technologies de capteur intelligent

Client industriel	Investissement annuel des semi-conducteurs	Domaine technologique clé
Siemens	180 millions de dollars	Semi-conducteurs d'automatisation industrielle
Bosch	220 millions de dollars	Technologies de capteurs IoT

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: Structure des coûts

Dépenses en capital élevées pour les installations de fabrication de semi-conducteurs

GlobalFoundries a déclaré des dépenses en capital de 2,35 milliards de dollars en 2022, avec des investissements importants dans les infrastructures de fabrication.

Emplacement de l'installation	Investissement en capital (2022-2023)
Malte, NY	1,4 milliard de dollars
Dresde, Allemagne	685 millions de dollars
Singapour	265 millions de dollars

Investissements de recherche et développement

Les dépenses de R&D pour GlobalFoundries ont totalisé 639 millions de dollars au cours de l'exercice 2022.

• 7nm Development Technology: 278 millions de dollars
• Recherche avancée des emballages: 192 millions de dollars
• Emerging Semiconductor Technologies: 169 millions de dollars

Coûts d'acquisition de la main-d'œuvre et des talents techniques

La rémunération totale des employés et les avantages sociaux pour 2022 ont atteint 1,87 milliard de dollars.

Catégorie des employés	Coût annuel moyen
Personnel d'ingénierie	$185,000
Techniciens de fabrication	$95,000
Chercheur	$210,000

Approvisionnement en équipement de fabrication avancée

Les coûts d'approvisionnement en équipement pour 2022 étaient d'environ 1,6 milliard de dollars.

• Équipement de lithographie: 680 millions de dollars
• Systèmes de gravure: 425 millions de dollars
• Outils de métrologie et d'inspection: 495 millions de dollars

Maintenance des infrastructures technologiques

Les dépenses annuelles de maintenance des infrastructures technologiques ont totalisé 453 millions de dollars en 2022.

Catégorie de maintenance	Coût annuel
Amélioration de l'équipement	287 millions de dollars
Infrastructure logicielle et numérique	96 millions de dollars
Entretien d'installation	70 millions de dollars

GlobalFoundries Inc. (GFS) - Modèle d'entreprise: Strots de revenus

Contrats de fabrication de plaquettes semi-conducteurs

En 2023, GlobalFoundries a déclaré un chiffre d'affaires total de 7,48 milliards de dollars. Les contrats de fabrication de plaquettes semi-conducteurs représentaient environ 65% des revenus totaux, représentant environ 4,86 ​​milliards de dollars de valeur de contrat annuelle.

Type de contrat de fabrication	Pourcentage de revenus	Valeur annuelle estimée
Nœuds de processus avancés	42%	3,14 milliards de dollars
Nœuds de processus matures	23%	1,72 milliard de dollars

Services de conception et de production de puces personnalisées

Les services de conception de puces personnalisés ont généré environ 850 millions de dollars en 2023, ce qui représente 11,4% du total des revenus de l'entreprise.

• RF / conception de la puce analogique: 320 millions de dollars
• Services de puce personnalisés numériques: 530 millions de dollars

Licence de propriété intellectuelle

GlobalFoundries a généré 265 millions de dollars à partir de licences sur la propriété intellectuelle en 2023, représentant 3,5% des revenus totaux.

Services de conseil et d'ingénierie technologiques

Les services de conseil et d'ingénierie technologiques ont contribué 425 millions de dollars aux revenus de l'entreprise en 2023, ce qui représente 5,7% du revenu total.

Accords de partenariat de fabrication à long terme

Les partenariats de fabrication à long terme ont représenté 680 millions de dollars de revenus au cours de 2023, ce qui représente 9,1% du total des revenus de l'entreprise.

Catégorie de partenaire	Contribution des revenus	Nombre de partenariats actifs
Secteur de la défense / aérospatiale	280 millions de dollars	12 partenariats
Électronique automobile	250 millions de dollars	18 partenariats
IoT et informatique spécialisée	150 millions de dollars	22 partenariats

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.