Company Overview

GlobalFoundries Inc. (GF) is a leading semiconductor foundry that provides a wide range of mainstream wafer fabrication services and technologies worldwide. The company was incorporated in 2008 and is headquartered in Malta, New York. GlobalFoundries is one of the world's leading semiconductor manufacturers, delivering feature-rich solutions that enable billions of electronic devices pervasive throughout the global economy.

Business Operations

GF offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. The company's more than 13,000 global employees deliver essential chips to over 250 customers worldwide. GF provides a unique mix of design, development, and fabrication services. With a talented and diverse workforce and an at-scale manufacturing footprint spanning the U.S., Europe, and Asia, GF is a trusted technology source to its worldwide customer base.

Stock Information

GlobalFoundries Inc. is listed and trades on the NASDAQ stock exchange under the ticker symbol GFS. As of September 23, 2025, the stock had a Market Cap (intraday) of $18.353 billion. The stock's 52-week range spanned from $29.77 to $47.69. Its all-time high was reached on March 25, 2022, at $79.49 USD, and its all-time low was $29.77 USD, reached on April 8, 2025.

Financial Performance and Market Position

Q2 2025 Results

GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) announced preliminary financial results for the second quarter ended June 30, 2025. Key financial highlights include:

- Revenue: $1.688 billion

- Gross Margin: 24.2%

- Net Cash from Operations: $431 million

- Non-IFRS Adjusted Free Cash Flow: $277 million

The company generated $277 million of adjusted free cash flow in Q2 2025 and remains on track to generate over $1 billion of adjusted free cash flow for the year. CEO Tim Breen noted, "In the second quarter, the GF team delivered strong financial results above the midpoints of the Non-IFRS guidance ranges for revenue and gross margin, and earnings per share exceeded the high end of the guidance range." He highlighted "Continued momentum across our Automotive and Communications Infrastructure and Datacenter end markets, enabled double digit percent year-over-year revenue growth in the second quarter for both businesses."

Segment Performance

The automotive and communications infrastructure and data center end markets showed double-digit year-over-year revenue growth for the third consecutive quarter. Automotive revenue alone grew over 36% year-over-year, contributing nearly a quarter of the total wafer revenue.

However, revenue from smart mobile devices decreased approximately 10% year-over-year due to a reduction in customer underutilization payments and certain ASP adjustments. This decline reflects challenges faced in this segment.

Strategic Initiatives

MIPS Acquisition

GlobalFoundries announced a definitive agreement to acquire MIPS, a leading supplier of AI and processor IP. This acquisition is expected to enhance the company's edge AI offerings and add significant value for its customers, aligning with its strategic growth objectives.

Technology Development

The company continues to advance its technology platforms, with recent announcements including partnerships with major customers and the development of specialized manufacturing capabilities for AI, automotive, and communications applications.

Market Position and Outlook

GlobalFoundries® (GF®) is one of the world's leading semiconductor manufacturers. GF is redefining innovation and semiconductor manufacturing by developing and delivering feature-rich process technology solutions that provide leadership performance in pervasive high-growth markets.

Future Guidance

The company anticipates third-quarter revenue of $1.675 billion, with a gross margin of approximately 25.5%, reflecting both sequential and year-over-year growth.

GlobalFoundries remains committed to pursuing growth opportunities and is optimistic about its diversified and flexible manufacturing strategy, including a China-for-China strategy to meet local demand.

Key Metrics

- Employees: As of September 16, 2025, the company has 13,000 employees.

- EBITDA: GlobalFoundries Inc. EBITDA is $2.23 billion USD, and its current EBITDA margin is 34.01%.

- Beta (5Y Monthly): 1.48

- Dividend Status: GFS does not currently pay a dividend to its shareholders.

The company's diversified customer base, global manufacturing footprint, and focus on specialty semiconductor technologies position it as a key player in the evolving semiconductor landscape, particularly in high-growth markets like automotive, AI, and communications infrastructure.