Mature & specialty-node foundry

GlobalFoundries

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.

GFS Updated Jun 20, 2026 1 AI consumers

Money in ▸팹리스·자동차 고객 (퀄컴·NXP·보쉬 등)●Revenue $6.8BAMD◐
GlobalFoundriesFY2025 revenue $6.79B
▸ Money outASML◐KLA◐Applied Materials◐Lam Research◐웨이퍼·소재 (비공개)○

Financials & Segments

  • Total revenue · FY2025 revenue $6.79B
  • Customer concentration · Mature and specialty nodes. Customers Qualcomm, AMD, NXP, Infineon, Bosch, Apple. Automotive growing fast.
  • Segments · Smart Mobile · Automotive · IoT & Industrial · Comms Infra & Datacenter

Revenue from

  • 팹리스·자동차 고객 (퀄컴·NXP·보쉬 등) High confidence· Revenue $6.8B · FY2025 · annual total revenue
    Supplies mature/specialty-node chips to Qualcomm, NXP, Infineon, Bosch, Apple (automotive, industrial, comms).
    Confirms EN SEC EDGAR Published Feb 27, 2026: "FY2025 revenue $6.79B, automotive growing fast."
    Confirms EN GlobalFoundries IR Published Feb 10, 2026: "FY2025 results; diversified automotive and comms customers."
  • AMD Medium confidence
    Foundry for some of AMD’s chips (I/O, legacy); AMD’s leading-edge is at TSMC.
    Confirms EN GlobalFoundries IR Published Feb 10, 2026: "AMD describes GlobalFoundries as a technology partner."
    Confirms KO ZDNet Korea Published Feb 14, 2024: "GlobalFoundries revenue tracks AMD and Qualcomm orders."

Pays to

  • ASML Medium confidence
    Buys EUV/DUV lithography from ASML.
    Mentions EN SEC EDGAR Published Feb 27, 2026: "20-F: buys wafer-fab equipment from major toolmakers."
  • KLA Medium confidence
    Buys inspection/metrology tools from KLA.
    Mentions EN SEC EDGAR Published Feb 27, 2026: "20-F: buys wafer-fab equipment from major toolmakers."
  • Applied Materials Medium confidence
    Buys wafer-fab tools from Applied Materials.
    Mentions EN SEC EDGAR Published Feb 27, 2026: "20-F: buys wafer-fab equipment from major toolmakers."
  • Lam Research Medium confidence
    Buys etch/deposition tools from Lam Research.
    Mentions EN SEC EDGAR Published Feb 27, 2026: "20-F: buys wafer-fab equipment from major toolmakers."
  • 웨이퍼·소재 (비공개) Low confidence
    Buys silicon wafers and process materials (suppliers undisclosed).
    Mentions EN SEC EDGAR Published Feb 27, 2026: "20-F: depends on wafer and materials supply."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Leading firms (revenue chain)

Beneficiaries (payment chain)

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