GlobalFoundries — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
1 家供應商4 家客戶8 家合作夥伴6 家競爭對手1 條持股關係14 份來源申報文件
收錄於供應鏈主題地圖：半導體晶圓代工與先進封裝
客戶（其供應的公司）
最近確認於 2026-08-05 · 26 天前 · 經 4 份申報文件佐證
“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，申報於 2025-08-05 EDGAR · 查看原始申報文件 ↗Cirrus Logic 預期其庫存將因履行需求並依長期產能協議管理對 GlobalFoundries 的晶圓採購承諾而減少。（以原文為準）
申報於 2026-02-04 · 208 天前
“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，申報於 2026-02-04 EDGAR · 查看原始申報文件 ↗AMD 主要依賴 GlobalFoundries 供應大於 7nm 製程的微處理器與 GPU 晶圓。（以原文為準）
供應給 →
Navitas
最近確認於 2026-02-27 · 185 天前 · 經 2 份申報文件佐證
“Our US based GaN fabrication partner is GlobalFoundries.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 是 Navitas 在美國的 GaN 晶圓代工合作夥伴。（以原文為準）
供應給 →
Qualcomm
申報於 2025-11-05 · 299 天前
“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，申報於 2025-11-05 EDGAR · 查看原始申報文件 ↗GlobalFoundries 是 Qualcomm 的晶圓代工供應商之一。（以原文為準）
供應商（供應其產品或服務的公司）
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 表示，若無法從其主要供應商 Soitec 取得 300mm SOI 晶圓，預期需較長時間才能找到替代供應商。（以原文為準）
合作夥伴與協作
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 與 GlobalFoundries 宣布建立長期策略合作夥伴關係，共同開發先進 GaN 解決方案。（以原文為準）
合作夥伴 ↔
Faraday Technology
申報於 2026-05-25 · 98 天前
“Through strategic alliances with UMC, Samsung, Intel, and our newly formalized partnership with GlobalFoundries”Faraday Technology 宣布與 GlobalFoundries 正式建立策略合作夥伴關係。（以原文為準）
合作夥伴 ↔
AMD
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 與 AMD 有專利交叉授權。（以原文為準）
合作夥伴 ↔
Samsung
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 與 Samsung 簽訂了專利交叉授權協議。（以原文為準）
合作夥伴 ↔
TSMC
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 與 TSMC 等公司簽訂了專利交叉授權協議。（以原文為準）
合作夥伴 ↔
STMicroelectronics
申報於 2026-02-26 · 186 天前
“The joint 300mm semiconductor manufacturing facility with GlobalFoundries Inc in Crolles, France”— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗GlobalFoundries 與 STMicroelectronics 在法國 Crolles 共同經營一座 300mm 半導體製造設施。（以原文為準）
合作夥伴 ↔
onsemi
申報於 2026-02-09 · 203 天前
“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，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗onsemi 與 GlobalFoundries 簽訂新合作協議，共同開發及製造 650V 氮化鎵功率元件。（以原文為準）
合作夥伴 ↔
Silicon Labs
申報於 2025-11-04 · 300 天前
“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，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Silicon Labs 宣布擴大與 GlobalFoundries 的策略夥伴關係，以推進下一代節能無線技術。（以原文為準）
競爭對手
相互競爭 ↔
TSMC
申報於 2026-02-27 · 185 天前
“Key competitors include Taiwan Semiconductor Manufacturing Company, Limited (“TSMC”), United Microelectronics Corporation (“UMC”) and Semiconductor Manufacturing International Corporation.”— GFS 20-F，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 的主要競爭對手包括 TSMC。（以原文為準）
相互競爭 ↔
UMC
申報於 2026-02-27 · 185 天前
“Key competitors include Taiwan Semiconductor Manufacturing Company, Limited (“TSMC”), United Microelectronics Corporation (“UMC”) and Semiconductor Manufacturing International Corporation.”— GFS 20-F，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 和 UMC 都是主要的競爭對手。（以原文為準）
相互競爭 ↔
SMIC
申報於 2026-02-27 · 185 天前
“Key competitors include Taiwan Semiconductor Manufacturing Company, Limited (“TSMC”), United Microelectronics Corporation (“UMC”) and Semiconductor Manufacturing International Corporation.”— GFS 20-F，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 將 SMIC 列為主要競爭對手之一。（以原文為準）
相互競爭 ↔
Texas Instruments
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 也與 Texas Instruments 等 IDM 的晶圓代工服務競爭。（以原文為準）
相互競爭 ↔
Samsung
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 與 Samsung 等 IDM 的晶圓代工服務競爭。（以原文為準）
相互競爭 ↔
Intel
最近確認於 2026-02-27 · 185 天前 · 經 2 份申報文件佐證
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 亦與部分 IDM 的晶圓代工服務競爭，例如 Intel 及 Samsung 等公司。（以原文為準）
所有權與投資
申報於 2026-02-27 · 185 天前
“GlobalFoundries is a majority owned subsidiary of Mubadala Technology Investments LLC”— GFS 20-F，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 是 Mubadala 持有多數股權的子公司。（以原文為準）
公司公告
GlobalFoundries 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
— Form 6-K · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 tax（申報原文節錄，以原文為準）顯示更多原文
(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 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 from（申報原文節錄，以原文為準）顯示更多原文
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 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 196（申報原文節錄，以原文為準）顯示更多原文
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 · 美國 SEC EDGAR · 查看原始申報文件 ↗