Globalfoundries Inc. (GFS) stock — is it a good business?

Globalfoundries Inc. (GFS) stock — is it a good business? — InspectStocks

How it makes money

Chip manufacturing services89%
Technology services11%

Shares of revenue are estimates for Q2 2026, not figures from a filing.

Competes with

TSMTaiwan Semiconductor Manufacturing Company (TSMC)
B
Size
$2.07T
Margin
51.5%
SSNLFSamsung Foundry (Samsung Electronics)
UMCUnited Microelectronics Corporation
C
Size
$38.7B
Margin
17.0%
TSEMTower Semiconductor
F
Size
$16.5B
Margin
14.1%
INTCIntel Foundry (Intel)
B
Size
$317.1B
Margin
-20.1%
SMICYSemiconductor Manufacturing International Corporation

What it sells6

Chip manufacturing using complementary metal-oxide-semiconductor processes
Manufacturing processes used to make chips that combine digital logic, memory and other functions.
Silicon photonics
Chip technology that uses light to send data, including in optical connections for data centers.
Silicon-germanium chips
Chips that handle fast signals in optical networking equipment, including signal amplifiers and drivers.

Show 3 more

Radio-frequency chips
Chips that send and receive wireless signals in devices and communications equipment.
Power-management chips
Chips that control and convert electrical power in products such as phones, cars and data-center equipment.
Processor designs and software tools
Processor designs, software-development tools and related engineering services that help customers build chips for embedded and artificial-intelligence computing.

Who buys it6

Chip-design companies without their own factories, which contract GlobalFoundries to manufacture their chips.
Integrated device manufacturers, which design chips and outsource some manufacturing.
Suppliers of smartphone components, which buy chips for wireless connections, sensors and power control.

Show 3 more

Automotive suppliers and chip designers, which buy chips for vehicle safety, power control and communications.
Optical-transceiver and networking companies, which buy chips used to move data in communications networks and data centers.
Large cloud-computing companies and other data-center businesses, which work with chip suppliers on designs for data-center equipment.

What it stands on, and what could break it

What the business leans on

1Revenue depends in part on a relatively small number of customers and on winning and keeping customer chip designs.
2Manufacturing requires silicon wafers, gases, chemicals and other materials; some important materials come from sole-source suppliers, and silicon wafers are covered by long-term supply agreements.
3Factories depend on specialized manufacturing equipment and reliable supplies of electricity, water and other utilities.
4Planned factory expansion depends in part on customer demand and government grants or other public funding.

What could go wrong

1Losing a major customer or a customer design award could reduce wafer orders and revenue; the company says a small number of customers account for a significant portion of sales.
2Shortages or disruptions involving silicon wafers, other hard-to-replace materials, manufacturing equipment, electricity or water could interrupt production or delay customer shipments.
3A downturn in demand for customers' products or excess chipmaking capacity across the industry could reduce orders, factory use and prices while the company still faces the costs of running and investing in its factories.

Full financial statements →

About Globalfoundries Inc.

GlobalFoundries takes chip designs from customers and manufactures them on silicon wafers. Its chipmaking processes are used for functions such as wireless connections, power control, and moving data through optical networks. It also licenses processor designs and provides software and engineering services to chip designers.

Head office: Malta, New York, United States
Founded: 2009
Listed on: Nasdaq
Financial year ends: December 31

Built from Globalfoundries Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Keep exploring

The themes Globalfoundries is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

All 71 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

How it makes money

Chip manufacturing services89%
Technology services11%

Shares of revenue are estimates for Q2 2026, not figures from a filing.

Competes with

TSMTaiwan Semiconductor Manufacturing Company (TSMC)
B
Size
$2.07T
Margin
51.5%
SSNLFSamsung Foundry (Samsung Electronics)
UMCUnited Microelectronics Corporation
C
Size
$38.7B
Margin
17.0%
TSEMTower Semiconductor
F
Size
$16.5B
Margin
14.1%
INTCIntel Foundry (Intel)
B
Size
$317.1B
Margin
-20.1%
SMICYSemiconductor Manufacturing International Corporation

What it sells6

Chip manufacturing using complementary metal-oxide-semiconductor processes
Manufacturing processes used to make chips that combine digital logic, memory and other functions.
Silicon photonics
Chip technology that uses light to send data, including in optical connections for data centers.
Silicon-germanium chips
Chips that handle fast signals in optical networking equipment, including signal amplifiers and drivers.

Show 3 more

Radio-frequency chips
Chips that send and receive wireless signals in devices and communications equipment.
Power-management chips
Chips that control and convert electrical power in products such as phones, cars and data-center equipment.
Processor designs and software tools
Processor designs, software-development tools and related engineering services that help customers build chips for embedded and artificial-intelligence computing.

Who buys it6

Chip-design companies without their own factories, which contract GlobalFoundries to manufacture their chips.
Integrated device manufacturers, which design chips and outsource some manufacturing.
Suppliers of smartphone components, which buy chips for wireless connections, sensors and power control.

Show 3 more

Automotive suppliers and chip designers, which buy chips for vehicle safety, power control and communications.
Optical-transceiver and networking companies, which buy chips used to move data in communications networks and data centers.
Large cloud-computing companies and other data-center businesses, which work with chip suppliers on designs for data-center equipment.