{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","ticker":"GFS","updated_at":"2026-06-20T09:06:41.808568+00:00","canonical":"https://valuechain.wiki/globalfoundries","kicker":"성숙·특화 공정 파운드리","kicker_en":"Mature & specialty-node foundry","lead":"성숙·특화 노드 중심의 파운드리로 선단 미세공정은 비주력. FY2025 매출 $6.79B. 퀄컴·AMD·NXP·인피니언·보쉬·애플 등이 고객이며 자동차·산업·통신용 칩에 강하다. 장비는 ASML·어플라이드·램·KLA에 의존.","lead_en":"A foundry focused on mature and specialty nodes (not leading-edge). FY2025 revenue $6.79B. Customers include Qualcomm, AMD, NXP, Infineon, Bosch and Apple, with strength in automotive, industrial and communications chips. Depends on ASML, Applied Materials, Lam and KLA for equipment.","segments":{"fy":2025,"parts":[{"desc":"RF·전력관리","name":"스마트 모바일"},{"desc":"ADAS·센서(2025 급성장)","name":"자동차"},{"desc":"마이크로컨트롤러 등","name":"IoT·산업"},{"desc":"광·전력","name":"통신인프라·데이터센터"}],"total":"FY2025 매출 $6.79B","source":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","concentration":"성숙·특화 노드. 고객 퀄컴·AMD·NXP·인피니언·보쉬·애플. 자동차 사업 급성장."},"segments_en":{"parts":[{"desc":"RF and power management","name":"Smart Mobile"},{"desc":"ADAS and sensors (fast-growing in 2025)","name":"Automotive"},{"desc":"Microcontrollers, etc.","name":"IoT & Industrial"},{"desc":"Optical and power","name":"Comms Infra & Datacenter"}],"total":"FY2025 revenue $6.79B","concentration":"Mature and specialty nodes. Customers Qualcomm, AMD, NXP, Infineon, Bosch, Apple. Automotive growing fast."},"edges":[{"direction":"revenue","counterparty":"팹리스·자동차 고객 (퀄컴·NXP·보쉬 등)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"연간 총매출","value":6790000000,"period":"FY2025","basis_en":"annual total revenue"},"note":"퀄컴·NXP·인피니언·보쉬·애플 등에 성숙·특화 노드 칩 공급(자동차·산업·통신).","note_en":"Supplies mature/specialty-node chips to Qualcomm, NXP, Infineon, Bosch, Apple (automotive, industrial, comms).","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"FY2025 매출 $6.79B, 자동차 사업 급성장.","excerpt_en":"FY2025 revenue $6.79B, automotive growing fast."},{"stance":"confirms","publisher":"글로벌파운드리 IR","publisher_en":"GlobalFoundries IR","kind":"ir","lang":"en","published_at":"2026-02-10","url":"https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-fourth-quarter-2025-and-fiscal-year-2025","title":"글로벌파운드리 FY2025 실적","title_en":"GlobalFoundries reports Q4 and FY2025 results","excerpt":"FY2025 실적 발표, 자동차·통신 고객 다변화.","excerpt_en":"FY2025 results; diversified automotive and comms customers."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"mid","metric":null,"note":"AMD의 일부 칩(I/O·레거시)을 위탁생산하는 파운드리(주력은 TSMC).","note_en":"Foundry for some of AMD’s chips (I/O, legacy); AMD’s leading-edge is at TSMC.","sources":[{"stance":"confirms","publisher":"글로벌파운드리 IR","publisher_en":"GlobalFoundries IR","kind":"ir","lang":"en","published_at":"2026-02-10","url":"https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-fourth-quarter-2025-and-fiscal-year-2025","title":"글로벌파운드리 FY2025 실적","title_en":"GlobalFoundries reports Q4 and FY2025 results","excerpt":"AMD가 글로벌파운드리를 기술 파트너로 명시.","excerpt_en":"AMD describes GlobalFoundries as a technology partner."},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2024-02-14","url":"https://zdnet.co.kr/view/?no=20240214080922","title":"글로벌파운드리, AMD·퀄컴 주문 동향","title_en":"GlobalFoundries order trends with AMD and Qualcomm","excerpt":"글로벌파운드리 매출이 AMD·퀄컴 주문에 연동.","excerpt_en":"GlobalFoundries revenue tracks AMD and Qualcomm orders."}]},{"direction":"cost","counterparty":"ASML","counterparty_slug":"asml","confidence":"mid","metric":null,"note":"EUV/DUV 노광장비를 ASML에서 매입.","note_en":"Buys EUV/DUV lithography from ASML.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"KLA","counterparty_slug":"kla","confidence":"mid","metric":null,"note":"검사·계측 장비를 KLA에서 매입.","note_en":"Buys inspection/metrology tools from KLA.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"mid","metric":null,"note":"전공정 장비를 어플라이드에서 매입.","note_en":"Buys wafer-fab tools from Applied Materials.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"mid","metric":null,"note":"식각·증착 장비를 램에서 매입.","note_en":"Buys etch/deposition tools from Lam Research.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"웨이퍼·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"실리콘 웨이퍼·공정 소재 매입(공급사 비공개).","note_en":"Buys silicon wafers and process materials (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 웨이퍼·소재 공급망 의존.","excerpt_en":"20-F: depends on wafer and materials supply."}]}]}