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GLOBALFOUNDRIES Inc. (GFS)

20-F · FY2025 · Filed Feb 27, 2026

Accession: 0001709048-26-000022

GLOBALFOUNDRIES Inc. (GFS)'s FY2025 20-F was filed with the SEC on (accession 0001709048-26-000022). Per Item 1 of the filing, its products include FDX (FD-SOI), RF-SOI / SWSOI, Silicon Photonics (SiPh), BCD / High-Voltage BCD and FinFET (12LP/14nm); it names Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), Semiconductor Manufacturing International Corporation (SMIC), Texas Instruments and Samsung Electronics among its competitors; customer segments: Automotive, Smart Mobile Devices, Home and Industrial IoT, Communications Infrastructure & Data Center and Aerospace and Defense.

Item 1 — Business overview

Products

  • Wafer fabrication services
  • FDX (FD-SOI) process technology
  • FinFET process technology
  • RF-SOI
  • SiGe
  • RF GaN
  • BCD (power) technology
  • High-voltage BCD
  • Power GaN
  • Silicon Photonics (SiPh)
  • Feature-rich CMOS (22/28/40/55-90/110-180nm)
  • Ultra-low power CMOS

Product categories

  • Feature-Rich CMOS
  • Ultra-Low Power CMOS
  • Silicon Photonics
  • RF (Radio Frequency)
  • Power
  • Processor IP (MIPS/RISC-V)
  • Advanced Packaging

Customer segments

  • Automotive
  • Smart Mobile Devices
  • Home and Industrial IoT
  • Communications Infrastructure & Data Center
  • Aerospace and Defense
  • U.S. federal government (Trusted Foundry)

Go to market

  • Direct sales organization with technical account managers
  • Customer application engineers for design/production support
  • GlobalSolutions partner ecosystem (IP providers, EDA vendors, OSAT, design service firms)
  • GF Connect digital customer platform
  • Long-term agreements (LTAs) with customer prepayments and capacity reservation fees
  • Single-sourced design wins through technology differentiation
  • Strategic partnership with China-based foundry for domestic Chinese demand

Named competitors

  • Taiwan Semiconductor Manufacturing Company (TSMC)
  • United Microelectronics Corporation (UMC)
  • Semiconductor Manufacturing International Corporation (SMIC)
  • Texas Instruments
  • Samsung Electronics
  • Intel
  • HuaHong Group
  • X-FAB Silicon Foundries
  • Tower Semiconductor Ltd.
  • Vanguard International Semiconductor Corporation
  • Powerchip Semiconductor Manufacturing Corporation

Raw Item 1 preview

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