Semiconductor Industry: 100%
Top 3 Markets:

1. USA: approximately 40%
2. Europe: approximately 30%
3. Asia-Pacific: approximately 25%

GlobalFoundries Inc. is a leading provider in the semiconductor industry and generates its revenues entirely from this sector. The USA represents the largest market, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they encompass both major technology companies and automotive manufacturers that heavily rely on semiconductor solutions.

The percentage shares of the markets are based on the latest available reports and estimates reflecting the geographical revenue distribution of the company.

Production Sites:

1. Malta, New York, USA
2. Dresden, Germany
3. Singapore

GlobalFoundries Inc. operates several production facilities worldwide, with the main factories located in the USA, Germany, and Singapore. These locations are strategically chosen to efficiently serve the demand in different markets. The facility in Malta, New York, is one of the most advanced and largest semiconductor factories of the company. Dresden is known for its highly developed manufacturing technology and plays a key role in European production. Singapore complements the portfolio with its strong presence in Asia, enabling GlobalFoundries to effectively serve the Asian market.

Focus on Specialized Semiconductor Solutions
Expansion of Production Capacities
Partnerships and Collaborations

GlobalFoundries Inc. pursues a strategy that is heavily focused on specialized semiconductor solutions to differentiate itself from the competition. The company specializes in custom chips for specific applications, particularly in the automotive, IoT, and 5G technologies sectors.

Another key element of the growth strategy is the expansion of production capacities. GlobalFoundries is investing in expanding existing factories and constructing new facilities to meet the increasing demand for semiconductors. These investments are crucial to ensure supply capability and gain market share.

Additionally, the company is leveraging strategic partnerships and collaborations with leading technology companies. These alliances enable GlobalFoundries to access new technologies and accelerate the development of innovative products. Through these measures, the company positions itself as a key player in the global semiconductor market.

Main raw materials: Silicon, copper, aluminum, rare earths

Countries of origin:

• Silicon: China, USA
• Copper: Chile, Peru
• Aluminum: Australia, Canada
• Rare Earths: China, Australia

GlobalFoundries Inc. is a leading provider of semiconductor manufacturing solutions. The production of semiconductors mainly requires silicon wafers, which are extracted from silicon. China and the USA are significant suppliers of these raw materials.

Copper and aluminum are used for the wiring and structuring of chips. The main suppliers of copper are Chile and Peru, while Australia and Canada are significant aluminum suppliers.

Rare earths, needed for specific semiconductor applications, mainly come from China and Australia. These materials are crucial for the production of powerful and efficient semiconductors.

Market share: 7% (estimated for 2025)
Manufacturing capacity: Over 1 million wafers per year (2024)
Technology portfolio: Wide range of FDSOI and FinFET technologies

GlobalFoundries Inc. has established itself as one of the leading contract manufacturers in the semiconductor industry. The company's competitive advantage lies in its ability to offer a broad range of technologies suitable for both traditional and specialized applications. This enables them to serve a diversified customer base and differentiate themselves from competitors who may focus on specific technologies.

Another advantage is the strategic geographic presence with manufacturing facilities in the USA, Europe, and Asia, ensuring a flexible and reliable supply chain. This is particularly important at a time when geopolitical tensions and supply chain disruptions can impact the industry.

In addition, GlobalFoundries continuously invests in research and development to expand and enhance their technology platforms. This strengthens their position as a provider of customized solutions tailored to the specific needs of their customers.

Institutional Investor Share: 89% (2025, estimated) Insider Buys/Sells: No significant insider transactions reported (2025, estimated)

The institutional investor share at GlobalFoundries Inc. remains high, indicating the confidence of large investors in the company's long-term strategy and market position. This is typical for companies in the semiconductor industry, which are considered stable and high-growth.

No significant insider transactions have been reported in recent months, which could indicate a stable internal assessment of the company's development. Insider transactions are often an indicator of management's confidence in the company's future performance.

GlobalFoundries Market Share: Approx. 7% (2025, estimated)

Top Competitors and Their Market Shares:

1. TSMC (Taiwan Semiconductor Manufacturing Company): Approx. 54% (2025, estimated)
2. Samsung Electronics: Approx. 18% (2025, estimated)
3. Intel Corporation: Approx. 10% (2025, estimated)
4. GlobalFoundries Inc.: Approx. 7% (2025, estimated)
5. UMC (United Microelectronics Corporation): Approx. 6% (2025, estimated)
6. SMIC (Semiconductor Manufacturing International Corporation): Approx. 5% (2025, estimated)

GlobalFoundries Moat:

GlobalFoundries has a moderate moat, mainly attributed to its ability to offer specialized and customized semiconductor solutions. This allows the company to differentiate itself in specific niche markets, especially in areas that do not require the most advanced manufacturing technologies.

Compared to TSMC and Samsung, which have significant technological and financial resources to invest in the most advanced manufacturing technologies, GlobalFoundries has a less pronounced technological moat. TSMC and Samsung benefit from economies of scale and technological leadership, giving them a significant advantage in producing high-end chips.

Intel also has a strong moat, particularly due to its vertical integration and strong presence in the PC and server processor market.

Overall, GlobalFoundries has a solid but less dominant moat compared to the market leaders. However, the company can continue to be successful in specialized markets due to its flexibility and adaptability.

Revenue Growth: 10% (2024) R&D Expenses: 1.5 billion USD (2024) Market Share in the Semiconductor Industry: 7% (2024)

GlobalFoundries Inc. recorded a revenue growth of 10% in 2024, attributed to the increasing demand for semiconductor solutions and strategic expansion into new markets. The company is heavily investing in research and development, with expenses of 1.5 billion USD in 2024, to expand its technological capabilities and remain competitive.

GlobalFoundries' market share in the semiconductor industry is approximately 7%, making the company a significant player in this sector. Continuous investments in capacity expansions and technological innovations position GlobalFoundries well for future growth.

Given these factors, GlobalFoundries' stock could be an attractive investment for investors interested in the long-term development of the semiconductor industry. However, it is important to also consider external factors such as geopolitical risks and technological changes that could impact the industry.

Dividend payment: No dividend (2025)

GlobalFoundries Inc. currently does not pay a dividend to its shareholders. The company is focusing on reinvesting in the business to strengthen its market position and promote future growth.

The decision not to distribute a dividend can be seen as a strategic move to use capital for research and development as well as for expanding production capacity. This is typical for companies in the semiconductor industry that require high investments to remain competitive.