GlobalFoundries — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
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1 supplier4 customers8 partners6 competitors1 ownership tie14 source filings
Featured in supply-chain maps: Semiconductor Foundries & Advanced Packaging
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Last confirmed 2026-08-05 · 16 days ago · corroborated by 4 filings
“In Q2 FY26, we expect inventory to decrease as we continue to fulfill demand and manage our wafer purchase commitments per our long-term capacity agreement with GlobalFoundries.”— CRUS 8-K, filed 2025-08-05 EDGAR · View source filing ↗
Filed 2026-02-04 · 198 days ago
“we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.”— AMD 10-K, filed 2026-02-04 EDGAR · View source filing ↗
Supplies to →
Navitas
Last confirmed 2026-02-27 · 175 days ago · corroborated by 2 filings
“Our US based GaN fabrication partner is GlobalFoundries.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Supplies to →
Qualcomm
Filed 2025-11-05 · 289 days ago
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Filed 2026-02-27 · 175 days ago
“If we are unable to obtain 300mm SOI wafers from Soitec S.A. (“Soitec”), our primary supplier, for any reason, we expect that it would take us an extended period to find a replacement supplier on commercially acceptable terms.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Partners & collaborations
Filed 2026-02-27 · 175 days ago
“in November 2025, we announced a long-term strategic partnership with GlobalFoundries to develop and deliver advanced GaN solutions for critical applications in high power markets”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Partners with ↔
Faraday Technology
Filed 2026-05-25 · 88 days ago
“Through strategic alliances with UMC, Samsung, Intel, and our newly formalized partnership with GlobalFoundries”— Faraday Technology Annual report, filed 2026-05-25 TWSE (English translation of the Chinese original) · View source filing ↗
Partners with ↔
AMD
Filed 2026-02-27 · 175 days ago
“We have entered into patent cross-licenses with a number of other leading advanced semiconductor companies, including AMD, Samsung, TSMC and IBM.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Partners with ↔
Samsung
Filed 2026-02-27 · 175 days ago
“We have entered into patent cross-licenses with a number of other leading advanced semiconductor companies, including AMD, Samsung, TSMC and IBM.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Partners with ↔
TSMC
Filed 2026-02-27 · 175 days ago
“We have entered into patent cross-licenses with a number of other leading advanced semiconductor companies, including AMD, Samsung, TSMC and IBM.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Partners with ↔
STMicroelectronics
Filed 2026-02-26 · 176 days ago
“The joint 300mm semiconductor manufacturing facility with GlobalFoundries Inc in Crolles, France”— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗
Partners with ↔
onsemi
Filed 2026-02-09 · 193 days ago
“Established a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, beginning with 650V.”— ON 8-K, filed 2026-02-09 EDGAR · View source filing ↗
Partners with ↔
Silicon Labs
Filed 2025-11-04 · 290 days ago
“Announced the expansion of its strategic partnership with Global Foundries (GF) to advance next-generation, energy-efficient wireless technologies and scale U.S.-based semiconductor manufacturing.”— SLAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
Competitors
Competes with ↔
TSMC
Filed 2026-02-27 · 175 days ago
“Key competitors include Taiwan Semiconductor Manufacturing Company, Limited (“TSMC”), United Microelectronics Corporation (“UMC”) and Semiconductor Manufacturing International Corporation.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
UMC
Filed 2026-02-27 · 175 days ago
“Key competitors include Taiwan Semiconductor Manufacturing Company, Limited (“TSMC”), United Microelectronics Corporation (“UMC”) and Semiconductor Manufacturing International Corporation.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
SMIC
Filed 2026-02-27 · 175 days ago
“Key competitors include Taiwan Semiconductor Manufacturing Company, Limited (“TSMC”), United Microelectronics Corporation (“UMC”) and Semiconductor Manufacturing International Corporation.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Texas Instruments
Filed 2026-02-27 · 175 days ago
“We also compete with the foundry operation services of some IDMs, such as Texas Instruments, Inc. (“Texas Instruments”), Samsung Electronics Co., Ltd. (“Samsung”) and, more recently, Intel.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Samsung
Filed 2026-02-27 · 175 days ago
“We also compete with the foundry operation services of some IDMs, such as Texas Instruments, Inc. (“Texas Instruments”), Samsung Electronics Co., Ltd. (“Samsung”) and, more recently, Intel.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Intel
Last confirmed 2026-02-27 · 175 days ago · corroborated by 2 filings
“We also compete with the foundry operation services of some IDMs, such as Texas Instruments, Inc. (“Texas Instruments”), Samsung Electronics Co., Ltd. (“Samsung”) and, more recently, Intel.”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Ownership & investments
Filed 2026-02-27 · 175 days ago
“GlobalFoundries is a majority owned subsidiary of Mubadala Technology Investments LLC”— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗
Filed activity
Filings by GlobalFoundries itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
— Form 6-K · US SEC EDGAR · View source filing ↗
Three Months Ended March 31 2026 2025 Net revenue $ 1,634 $ 1,585 Cost of revenue 1,183 1,230 Gross profit 451 355 Research and development expenses 132 127 Selling, general and administrative expenses and other 139 77 Operating expenses 271 204 Income from operations 180 151 Finance income (expense), net 15 14 Other income (expense), net ( 10 ) 30 Income before income taxes 185 195 Income taxShow more from the filing
(expense) benefit ( 81 ) 16 Net income $ 104 $ 211 Attributable to: Shareholders of GLOBALFOUNDRIES Inc. 103 210 Non-controlling interests 1 1 Net income $ 104 $ 211 Net earnings per share attributable to the equity holders of the Company: Basic $ 0.19 $ 0.38 Diluted $ 0.18 $ 0.38 Weighted average common shares outstanding: Basic 555 554 Diluted 561 557 See accompanying notes to the interim condensed consolidated financial statements -3- GLOBALFOUNDRIES Inc. INTERIM CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME for the Three Months Ended March 31, 2026 and 2025 (Unaudited, in millions) Three Months Ended March 31 2026 2025 Net income Attributable to: Shareholders of GLOBALFOUNDRIES Inc. $ 103 $ 210 Non-controlling interests 1 1 Net income $ 104 $ 211 Other comprehensive income,
— Form 6-K · US SEC EDGAR · View source filing ↗
Three Months Ended September 30 Nine Months Ended September 30 2025 2024 2025 2024 Net revenue $ 1,688 $ 1,739 $ 4,961 $ 4,920 Cost of revenue 1,269 1,325 3,779 3,718 Gross profit 419 414 1,182 1,202 Research and development expenses 124 130 385 375 Selling, general and administrative expenses and other 100 98 255 334 Restructuring charges — 1 — 6 Operating expenses 224 229 640 715 Income fromShow more from the filing
operations 195 185 542 487 Finance income (expense), net 18 15 49 41 Other income (expense), net 8 ( 5 ) 46 ( 11 ) Income before income taxes 221 195 637 517 Income tax (expense) benefit 28 ( 17 ) 51 ( 50 ) Net income $ 249 $ 178 $ 688 $ 467 Attributable to: Shareholders of GLOBALFOUNDRIES Inc. 248 177 686 465 Non-controlling interests 1 1 2 2 Net income $ 249 $ 178 $ 688 $ 467 Net earnings per share attributable to the equity holders of the Company: Basic $ 0.45 $ 0.32 $ 1.24 $ 0.84 Diluted $ 0.44 $ 0.32 $ 1.23 $ 0.83 Weighted average common shares outstanding: Basic 555 552 555 554 Diluted 559 555 557 557 The accompanying notes are an integral part of these interim condensed consolidated financial statements -3- GLOBALFOUNDRIES Inc. INTERIM CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE
— Form 6-K · US SEC EDGAR · View source filing ↗
Three Months Ended June 30 Six Months Ended June 30 2025 2024 2025 2024 Net revenue $ 1,688 $ 1,632 $ 3,273 $ 3,181 Cost of revenue 1,280 1,237 2,510 2,393 Gross profit 408 395 763 788 Research and development expenses 134 121 261 245 Selling, general and administrative expenses and other 78 114 155 236 Restructuring charges — 5 — 5 Operating expenses 212 240 416 486 Income from operations 196Show more from the filing
155 347 302 Finance income (expense) net 17 16 31 26 Other income (expense), net 8 ( 4 ) 38 ( 6 ) Income before income taxes 221 167 416 322 Income tax (expense) benefit 7 ( 12 ) 23 ( 33 ) Net income $ 228 $ 155 $ 439 $ 289 Attributable to: Shareholders of GLOBALFOUNDRIES Inc. 228 155 438 288 Non-controlling interests — — 1 1 Net income $ 228 $ 155 $ 439 $ 289 Net earnings per share attributable to the equity holders of the Company: Basic $ 0.41 $ 0.28 $ 0.79 $ 0.52 Diluted $ 0.41 $ 0.28 $ 0.79 $ 0.52 Weighted average common shares outstanding: Basic 555 554 554 554 Diluted 557 557 557 557 The accompanying notes are an integral part of these interim condensed consolidated financial statements -3- GLOBALFOUNDRIES Inc. INTERIM CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) for
— Form 6-K · US SEC EDGAR · View source filing ↗