GlobalFoundries Inc. (GFS): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da fabricação de semicondutores, a GlobalFoundries Inc. (GFS) surge como uma potência tecnológica, posicionando-se estrategicamente na interseção de inovação, engenharia de precisão e produção de chip de ponta. Ao alavancar um modelo de negócios sofisticado que abrange tecnologias avançadas de fabricação, parcerias estratégicas e diversas soluções da indústria, a GFS se transformou de um fabricante tradicional de semicondutores em um jogador fundamental que impulsiona os avanços tecnológicos entre os setores de computação em nuvem, automotivos, telecomunicações e IoT. Essa exploração abrangente de modelo de negócios revela como a empresa orquestra seus recursos, capacidades e abordagem de mercado para fornecer soluções de semicondutores de alto desempenho que alimentam a infraestrutura digital de amanhã.

GlobalFoundries Inc. (GFS) - Modelo de negócios: Parcerias -chave

Aliança estratégica com AMD

A GlobalFoundries mantém uma parceria crítica de fabricação com Micro Dispositivos Advanced (AMD). A partir de 2024, os principais detalhes incluem:

Métrica de Parceria	Dados específicos
Duração do contrato de fabricação	Contrato de fabricação de semicondutores de longo prazo
Instalações de fabricação	Fab 8 em Malta, Nova York
Nós do processo de fabricação	12nm, 14nm e 7nm Technologies

Acordos colaborativos com instituições de pesquisa

O GlobalFoundries colabora com vários centros de pesquisa de tecnologia:

• Centro de Pesquisa do MIT para Materiais Eletrônicos Avançados
• SUNY Polytechnic Institute Nanotech Complex
• Complexo de nanotecnologia de Albany

Computação em nuvem e parcerias de data centers

Parcerias estratégicas com os principais provedores de nuvem incluem:

Provedor de nuvem	Foco de colaboração
Microsoft Azure	Soluções de semicondutores personalizadas
Google Cloud	Desenvolvimento de chips de AI e aprendizado de máquina

Parcerias de tecnologia automotiva e IoT

A GlobalFoundries desenvolve ativamente tecnologias de semicondutores para setores automotivo e de IoT:

• Continental AG - Desenvolvimento de semicondutores automotivos
• BOSCH - IoT e parcerias de chips automotivos
• Semicondutores NXP - Eletrônica automotiva incorporada

Total de parcerias estratégicas: 15+ a partir de 2024

GlobalFoundries Inc. (GFS) - Modelo de negócios: Atividades -chave

Fabricação avançada de chips semicondutores

A GlobalFoundries opera 6 instalações de fabricação de semicondutores em todo o mundo:

Localização	Tipo de instalação	Capacidade
Malta, NY	300 mm fab	60.000 bolachas por mês
Dresden, Alemanha	300 mm fab	45.000 bolachas por mês
Cingapura	300 mm fab	50.000 bolachas por mês

Desenvolvimento de design de semicondutores e tecnologia de processo

Investimento de P&D em 2023: US $ 1,4 bilhão

• Concentre -se em tecnologias de processo de semicondutores de 7nm, 14Nm e 12Nm
• Portfólio de IP de semicondutores ativos com mais de 3.500 patentes

Fabricação e produção de bolacha

Capacidade anual de produção: 750.000 bolachas equivalentes a 300 mm

Nó de tecnologia	Volume anual de produção
14nm	250.000 bolachas
12nm	200.000 bolachas
7nm	150.000 bolachas

Pesquisa e desenvolvimento de processos de fabricação de ponta

2023 áreas de foco em P&D:

• Tecnologias avançadas de RF/analógico
• Soluções de memória não volátil incorporadas
• Plataformas de computação de alto desempenho

Engenharia de Precisão e Controle de Qualidade

Métricas de qualidade para 2023:

• Densidade de defeitos: 0,05 defeitos por cm²
• Rendimento de fabricação: 92,5%
• Processos de fabricação certificados ISO 9001: 2015

GlobalFoundries Inc. (GFS) - Modelo de negócios: Recursos -chave

Instalações avançadas de fabricação de semicondutores

A GlobalFoundries opera várias instalações de fabricação de semicondutores globalmente:

Localização	Capacidade fabulosa	Nó de tecnologia
Malta, NY	Capacidade de wafer de 300 mm	14nm e 7nm
Dresden, Alemanha	Capacidade de wafer de 300 mm	12nm e 14nm
Cingapura	Capacidade de wafer de 300 mm	10nm e 14nm

Engenharia altamente qualificada e força de trabalho técnica

A partir de 2024, a GlobalFoundries emprega aproximadamente 7.500 profissionais técnicos.

• Força de trabalho de engenharia com experiência média de mais de 12 anos
• Ph.D. Pesquisadores de nível: 15% da equipe técnica
• Distribuição global de talentos entre nós, Europa e Ásia

Tecnologias de fabricação de semicondutores proprietários

O portfólio de tecnologia inclui:

• Tecnologia RF-SOI
• Plataforma FDX
• 9RF Process Technology

Portfólio de propriedade intelectual

Categoria IP	Número de patentes
Total de patentes ativas	4,200+
Patentes de processo semicondutores	1,800
Patentes de tecnologia de design	2,400

Investimento de capital em infraestrutura de fabricação

Despesas de capital para infraestrutura de fabricação de semicondutores em 2023: US $ 1,8 bilhão

• Investimentos de atualização de infraestrutura
• Equipamento avançado de fabricação
• Instalações de pesquisa e desenvolvimento

GlobalFoundries Inc. (GFS) - Modelo de Negócios: Proposições de Valor

Soluções de semicondutores de alto desempenho para diversas indústrias

A GlobalFoundries serve a vários mercados críticos de semicondutores com recursos tecnológicos precisos:

Segmento de mercado	Contribuição da receita	Tecnologias -chave
Eletrônica automotiva	US $ 1,68 bilhão (2023)	Processo de 14nm/12nm RF-SOI
Infraestrutura de comunicações	US $ 2,14 bilhões (2023)	7nm/5nm RF/SOC Technologies
Computação de alto desempenho	US $ 1,92 bilhão (2023)	22nm FD-SOI Plataforma

Fabricação avançada de chips com capacidades tecnológicas superiores

A GlobalFoundries mantém recursos avançados de fabricação em vários nós de processo:

• 7nm FinFet Technology
• Plataforma 14nm/12nm RF-SOI
• 22nm FD-SOI Technology
• Capacidade de fabricação de wafer de 300 mm

Produção de semicondutores confiáveis ​​e escaláveis

Métricas de desempenho de fabricação para 2023:

Métrica	Valor
Produção total de wafer	1,2 milhão de bolachas equivalentes a 300 mm
Instalações de fabricação	5 sites de fabricação global
Utilização da capacidade	89%

Serviços personalizados de design e fabricação de semicondutores

Recursos de design personalizados em várias plataformas de tecnologia:

• Soluções de memória incorporadas
• Design analógico/signo misto
• RF/Tecnologias sem fio
• Circuitos de gerenciamento de energia

Experiência em tecnologias de processo especializadas

Redução de especialização em tecnologia:

Domínio tecnológico	Recursos especializados	Posição de mercado
RF-SOI	Chips de comunicação sem fio	Líder global
FD-SOI	Soluções de computação de baixa potência	3 principais provedores globais
NVM incorporado	Integração de memória não volátil	Líder de tecnologia especializada

GlobalFoundries Inc. (GFS) - Modelo de Negócios: Relacionamentos do Cliente

Parcerias de tecnologia estratégica de longo prazo

A GlobalFoundries mantém parcerias estratégicas com os principais clientes de tecnologia, incluindo:

Cliente	Tipo de parceria	Valor estimado do contrato
AMD	Fabricação de semicondutores	US $ 1,6 bilhão (2023 estimado)
IBM	Desenvolvimento de Tecnologia Avançada	US $ 750 milhões (contrato de 2023)
Qualcomm	Colaboração de fabricação de chips	US $ 1,2 bilhão (contrato 2023-2025)

Serviços de suporte técnico e consulta

O GlobalFoundries fornece suporte técnico abrangente por meio de:

• Consulta 24/7 de engenharia
• Suporte avançado de design de semicondutores
• Serviços de otimização de tecnologia de processo

Gerenciamento de conta dedicado para clientes -chave

Camada de cliente	Nível de suporte dedicado	Investimento de apoio anual
Clientes de platina	Equipe dedicada em nível executivo	US $ 5,2 milhões por cliente
Clientes de ouro	Suporte sênior de engenharia	US $ 2,1 milhões por cliente

Abordagem colaborativa de desenvolvimento de produtos

GlobalFoundries investe US $ 672 milhões anualmente Em iniciativas colaborativas de P&D com os clientes, concentrando -se em:

• Design de semicondutor personalizado
• Tecnologia avançada de processo
• Desenvolvimento de chips de próxima geração

Suporte contínuo de inovação tecnológica

Métricas de inovação tecnológica para 2023:

Categoria de inovação	Investimento	Produção de pesquisa
Tecnologia de processo P&D	US $ 1,4 bilhão	37 novas tecnologias de semicondutores
Centros de Inovação do Cliente	US $ 215 milhões	8 hubs de inovação global

GlobalFoundries Inc. (GFS) - Modelo de Negócios: Canais

Engajamento da equipe de vendas direta

A GlobalFoundries mantém uma equipe global de vendas diretas de 87 profissionais de vendas dedicados em 5 regiões geográficas primárias a partir do quarto trimestre 2023.

Região	Tamanho da equipe de vendas	Principais áreas de foco
América do Norte	32 profissionais	Design de semicondutores, automotivo, computação corporativa
Europa	22 profissionais	Industrial, Telecomunicações, Aeroespacial
Ásia -Pacífico	33 profissionais	Celular, eletrônica de consumo, IoT

Conferências de Tecnologia e Eventos da Indústria

A GlobalFoundries participa de 12 a 15 principais conferências de semicondutores anualmente, com uma participação média no evento de 1.200-1.500 profissionais do setor.

• Conferência Internacional de Circuitos de Estado Sólido (ISSCC)
• Semicon West
• Reunião Internacional de Dispositivos do IEEE
• Simpósio Internacional sobre Tecnologia, Sistemas e Aplicações VLSI

Documentação e Recursos Técnicos Online

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

Plataforma	Visitantes únicos mensais	Downloads de documentação técnica
Portal de Recursos Técnicos da GF	47,500	8.300 documentos técnicos
Portal da comunidade de desenvolvedores	32,000	5.700 especificações técnicas

Plataformas de parceria de tecnologia estratégica

A GlobalFoundries mantém 38 parcerias de tecnologia estratégica ativa no ecossistema de semicondutores a partir do quarto trimestre 2023.

• Fabricantes de equipamentos semicondutores: 12 parcerias
• Empresas de automação de design: 9 parcerias
• Instituições de pesquisa: 17 parcerias

Canais de comunicação digital e marketing

Métricas de engajamento digital para 2023:

Plataforma	Seguidores/conexões	Engajamento mensal médio
LinkedIn	173.000 seguidores	42.500 interações de conteúdo
Twitter	89.000 seguidores	28.700 interações de conteúdo
YouTube	41.000 assinantes	15.600 visualizações de vídeo

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

Provedores de computação em nuvem

A GlobalFoundries serve os principais provedores de computação em nuvem com processos avançados de fabricação de semicondutores.

Cliente	Gasto anual estimado de semicondutores	Nó de processo
Microsoft Azure	US $ 450 milhões	12nm/14nm
Google Cloud	US $ 380 milhões	14nm/12nm

Fabricantes de tecnologia automotiva

A GlobalFoundries é especializada em soluções automotivas de semicondutores.

Cliente automotivo	Receita anual de semicondutores	Foco da tecnologia chave
Ford Motor Company	US $ 275 milhões	ICS de gerenciamento de energia
Toyota	US $ 320 milhões	Sistemas avançados de assistência ao motorista

Empresas de equipamentos de telecomunicações

A GlobalFoundries fornece soluções avançadas de semicondutores para infraestrutura de telecomunicações.

• 5G Soluções de semicondutores de radiofrequência
• Chips de infraestrutura de rede
• ICS de comunicação de alto desempenho

Cliente de telecomunicações	Investimento anual de semicondutores	Nó de tecnologia
Ericsson	US $ 210 milhões	Tecnologias de RF de 8nm/12nm
Nokia	US $ 190 milhões	14nm CHIPS DE COMUNICAÇÃO

Fabricantes de eletrônicos de consumo

A GlobalFoundries suporta a fabricação de semicondutores eletrônicos de consumo.

Cliente de eletrônicos de consumo	Compras semicondutores	Aplicação primária
Maçã	US $ 620 milhões	ICS de gerenciamento de energia
Samsung	US $ 540 milhões	Chips de dispositivo móvel

Desenvolvedores de tecnologia industrial e IoT

A GlobalFoundries fornece soluções de semicondutores especializadas para aplicações industriais.

• Semicondutores de automação industrial
• Chips de conectividade da Internet das Coisas (IoT)
• Tecnologias de sensores inteligentes

Cliente industrial	Investimento anual de semicondutores	Domínio da tecnologia chave
Siemens	US $ 180 milhões	Semicondutores de automação industrial
Bosch	US $ 220 milhões	Tecnologias de sensores de IoT

GlobalFoundries Inc. (GFS) - Modelo de negócios: estrutura de custos

Altos gastos de capital para instalações de fabricação de semicondutores

A GlobalFoundries registrou despesas de capital de US $ 2,35 bilhões em 2022, com investimentos significativos em infraestrutura de fabricação.

Localização da instalação	Investimento de capital (2022-2023)
Malta, NY	US $ 1,4 bilhão
Dresden, Alemanha	US $ 685 milhões
Cingapura	US $ 265 milhões

Investimentos de pesquisa e desenvolvimento

As despesas de P&D para a GlobalFoundries totalizaram US $ 639 milhões no ano fiscal de 2022.

• 7nm Technology Development: US $ 278 milhões
• Pesquisa avançada de embalagem: US $ 192 milhões
• Tecnologias emergentes de semicondutores: US $ 169 milhões

Força de trabalho e custos de aquisição de talentos técnicos

A compensação total dos funcionários e os benefícios para 2022 atingiram US $ 1,87 bilhão.

Categoria de funcionários	Custo médio anual
Equipe de engenharia	$185,000
Técnicos de fabricação	$95,000
Cientistas de pesquisa	$210,000

Aquisição avançada de equipamentos de fabricação

Os custos de aquisição de equipamentos para 2022 foram de aproximadamente US $ 1,6 bilhão.

• Equipamento de litografia: US $ 680 milhões
• Sistemas de gravura: US $ 425 milhões
• Ferramentas de metrologia e inspeção: US $ 495 milhões

Manutenção de infraestrutura de tecnologia

As despesas anuais de manutenção de infraestrutura tecnológica totalizaram US $ 453 milhões em 2022.

Categoria de manutenção	Custo anual
Atualizações de equipamentos	US $ 287 milhões
Software e infraestrutura digital	US $ 96 milhões
Manutenção da instalação	US $ 70 milhões

GlobalFoundries Inc. (GFS) - Modelo de negócios: fluxos de receita

Contratos de fabricação de wafer semicondutores

Em 2023, a GlobalFoundries registrou receita total de US $ 7,48 bilhões. Os contratos de fabricação de wafer semicondutores representaram aproximadamente 65% da receita total, representando aproximadamente US $ 4,86 ​​bilhões em valor anual do contrato.

Tipo de contrato de fabricação	Porcentagem de receita	Valor anual estimado
Nós de processo avançados	42%	US $ 3,14 bilhões
Nós de processo maduros	23%	US $ 1,72 bilhão

Serviços de design e produção de chips personalizados

Os serviços de design de chips personalizados geraram aproximadamente US $ 850 milhões em 2023, representando 11,4% da receita total da empresa.

• Design de chip RF/analógico: US $ 320 milhões
• Serviços de chips personalizados digitais: US $ 530 milhões

Licenciamento de propriedade intelectual

A GlobalFoundries gerou US $ 265 milhões com o licenciamento de propriedade intelectual em 2023, representando 3,5% da receita total.

Serviços de Consultoria de Tecnologia e Engenharia

Os serviços de consultoria e engenharia de tecnologia contribuíram com US $ 425 milhões para a receita da empresa em 2023, representando 5,7% da receita total.

Acordos de parceria de fabricação de longo prazo

As parcerias de manufatura de longo prazo representaram US $ 680 milhões em receita durante 2023, constituindo 9,1% da receita total da empresa.

Categoria de parceiro	Contribuição da receita	Número de parcerias ativas
Setor de defesa/aeroespacial	US $ 280 milhões	12 parcerias
Eletrônica automotiva	US $ 250 milhões	18 parcerias
IoT e computação especializada	US $ 150 milhões	22 parcerias

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.