Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.

About the company

GlobalFoundries is a contract chipmaker focused on specialty and mature process technologies rather than the leading edge. Its platforms include FD-SOI, FinFET, radio-frequency, silicon photonics, power and embedded memory technologies, used in chips for smartphones, cars, IoT devices, communications and data centers. It operates fabs in New York and Vermont in the United States, in Dresden in Germany and in Singapore. Mubadala, the Abu Dhabi investment fund, is its largest shareholder.

Silicon Analytica summary based on the company's latest annual report

Key figures

Q3 2026 · 30 Sept 2026

Revenue
Operating income
Gross marginCalc.
Operating marginCalc.
Net income
Free cash flowCalc.

Figures from company filings. Calculated values marked Calc. · Methodology →

How the company earns its revenue

Technology Services was reported as "Non-Wafer Revenue" in the FY2025 20-F; the company renamed it from 1 January 2026 without changing its scope.

$39.4of every $100Smart Mobile Devices$2.7B in FY2025

Total of categories: US$6.8B, reconciles to reported revenue. Different classifications are never added together.

View sources

Quarterly trend

1 available quarters · IFRS as issued by the IASB

Revenue, USD (left) · gross margin, % (right) · IFRS as issued by the IASBRevenueGross margin$0$1B$2B$3BQ3 2026Revenue, Q3 2026: US$1.9B (Reported)$1.9B20%40%Gross margin, Q3 2026: 30.1% (Calculated)30.1%Source: GlobalFoundries quarterly filings and results releases · gross margin = gross profit ÷ revenue, calculated bySilicon AnalyticaSilicon Analyticasiliconanalytica.com/companies/globalfoundries
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Financial statements

Full page →

As filed with the SEC (20-F/6-K), from XBRL data. US$ millions, except per-share amounts; shares in millions.

Columns link to the filing. c Calculated by Silicon Analytica from filed figures (hover for the formula); fourth-quarter flows are fiscal year minus nine months. Margins are calculated. Fourth-quarter per-share figures are not filed separately and are left blank.

View sources (5)
  1. GlobalFoundries 20-F filed 27 Feb 2026 · accession 0001709048-26-000022
  2. GlobalFoundries 6-K filed 12 Nov 2025 · accession 0001709048-25-000071
  3. GlobalFoundries 6-K filed 5 Aug 2025 · accession 0001709048-25-000057
  4. GlobalFoundries 6-K filed 6 May 2025 · accession 0001709048-25-000042
  5. GlobalFoundries 20-F filed 20 Mar 2025 · accession 0001709048-25-000024

Values: SEC XBRL company facts (data.sec.gov), refreshed 8 Nov 2026. A period's original filing is used unless a later filing restated it.

Earnings history

GlobalFoundries's results by period: revenue, margins and segments from stored filings.

Quarters

Fiscal years

Five-year financial history

IFRS as issued by the IASB

Latest 2 completed fiscal years, IFRS as issued by the IASB, USD, as reported in annual filings (restated comparatives used where later filings revised them). Ratios and growth are Silicon Analytica calculations from the same records.

Only 2 fiscal years are available in machine-readable filings for this company.

Revenue

USD · fiscal years · IFRS as issued by the IASB · reported

Revenue (USD)FY2024: US$6.8BUS$6.8BFY202431 Dec 2024FY2025: US$6.8BUS$6.8BFY202531 Dec 2025Silicon AnalyticaGlobalFoundries Form 20-F for FY2025, filed 2026-02-27

Net income attributable to shareholders

USD · fiscal years · IFRS as issued by the IASB · reported

Net income attributable to shareholders (USD)FY2024: −US$265M−US$265MFY202431 Dec 2024FY2025: US$885MUS$885MFY202531 Dec 2025Silicon AnalyticaGlobalFoundries Form 20-F for FY2025, filed 2026-02-27
GlobalFoundries annual results
USDFY2024ended 31 Dec 2024FY2025ended 31 Dec 2025
Revenue
Gross profit
Gross margin
Operating income
Operating margin
Net income (attributable)
R&D expense
R&D as % of revenue

Business model and industry role

Feature-Rich CMOS

This technology is used in applications across the automotive, smart mobile device, IoT, and communications infrastructure markets [1].

Ultra-Low Power CMOS

Includes FinFET and FDX technologies that provide power-efficient performance for applications in all key end markets [1].

Silicon Photonics

This technology enables high-speed data processing for optical networking and data centres [1].

Radio Frequency (RF)

Includes RF-SOI, SiGe, and RF GaN technologies that deliver connectivity solutions for wireless and mobile communications [1].

Power

Consists of BCD and Power GaN technologies used for power management in a wide range of electronic systems [1].

Who buys it

The company sells to global semiconductor designers serving the automotive, smart mobile devices, home and industrial IoT, and communications infrastructure and data centre markets 1.

How it earns revenue

The principal source of revenue is the sale of finished semiconductor wafers, which accounted for approximately 89% of net revenue in 2025 1.

What it depends on

Business performance depends on global semiconductor demand, customer need for diverse supply chains, long-term customer agreements, and government policy and grants 1.

What drives profitabilityIncludes Silicon Analytica view

Profitability is driven by shipment utilisation, technology solution mix, and wafer pricing, as the company has significant fixed costs 1.

Competitive position, drivers and risks

Competitive position

The company competes with major pure-play foundries and integrated device manufacturers (IDMs); the excerpt does not name specific competitors 1.

Evidence

The foundry segment of the semiconductor industry is described as highly competitive globally 1.

Growth drivers and conditions

Company view: Its global manufacturing footprint is a key advantage, as it provides customers with a geographically diversified and reliable supply 1.

Cyclicality and downside risks

Reported: The company competes on technology differentiation, manufacturing yields, pricing, speed to production, and customer service 1.

What to watch next

  1. Execution of US and European fab expansion plans
  2. Impact of geopolitical tensions on supply chain
  3. Customer demand and inventory levels in key end markets
  4. Development of AI and advanced packaging capabilities
  5. Dependence on government funding for capital projects

Peers not yet selected by the editor. Financials compares latest reported periods and labels mismatched period ends.

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More data on GlobalFoundries

Sources & methodology
  1. GlobalFoundries Form 20-F for latest fiscal year ↗ · 27 Feb 2026 · Item 1 Business / Item 4 Information on the Company; risk factors

Annual and quarterly figures come from the company's SEC filings (XBRL financial data and, where needed, the filed statements). Each value keeps its filing, period dates and accounting basis. Ratios, growth rates, free cash flow, split-adjusted EPS and derived quarters are Silicon Analytica calculations, shown with their inputs. Percentage growth is not shown when the prior value is zero or negative. Guidance is shown only as company guidance; no analyst consensus is used.

Data checks: ✓ 15 passed · ⚠ Required fields FY2024: Missing: eps_diluted, operating_cash_flow · ⚠ Required fields FY2025: Missing: eps_diluted, operating_cash_flow

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