GlobalFoundries Competitive Intelligence & Landscape
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Overview
GlobalFoundries Overview
GF targets a diverse range of high-growth markets, including aerospace & defense, automotive, data center & communications infrastructure, home & industrial IoT, physical AI, and smart mobile devices. The company maintains a significant global footprint with manufacturing sites located across the U.S., Europe, and Asia, ensuring reliable and trusted manufacturing capabilities for its worldwide customer base. This global presence underpins its ability to offer the flexibility and security required in modern supply chains.
While specific founding year and headquarters information isn't directly available on the provided source pages, GlobalFoundries emphasizes its commitment to innovation and sustainability. The company's mission revolves around shaping what's essential by providing critical chips that form the foundation of modern life. Recent developments, such as the acquisition of Synopsys (combined with MIPS), further solidify GF's position as a technology partner offering software-to-silicon capabilities specifically tailored for Physical AI applications.
GF also highlights its dedication to fostering a global, inclusive, and exceptional workforce, recognizing its people as its greatest strength [https://gf.com/careers/].
Sources
GlobalFoundries
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About GF - GlobalFoundries
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Investor relations | GlobalFoundries Inc.
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Leadership | GlobalFoundries
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About Us | GlobalFoundries
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Contact us - GlobalFoundries
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Documents & charters | GlobalFoundries Inc.
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SEC filings | GlobalFoundries Inc. - Investor relations
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Careers | GlobalFoundries
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Semiconductor manufacturing | GlobalFoundries
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GlobalFoundries Weekly Intel Updates
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Competitors
GlobalFoundries Competitors
Samsung Semiconductor is another major competitor to GlobalFoundries.
Samsung Semiconductor offers a broad portfolio that includes dynamic random access memory (DRAM), solid-state drives (SSDs), processors, and image sensors, showcasing its expertise across various semiconductor solutions. Similar to TSMC, Samsung also operates on a larger scale than GlobalFoundries, presenting a competitive threat. However, GlobalFoundries distinguishes itself with its specific node mix and approach to customer risk management.
United Microelectronics Corporation (UMC) is a direct competitor in the trailing-edge foundry market, alongside GlobalFoundries and SMIC.
UMC, like GlobalFoundries, is crucial for manufacturing chips used in automotive, industrial, and defense applications. These companies pursue differing strategies and intellectual property to remain competitive in the mature node sector, impacting the supply chain and regional chip sovereignty.
X-FAB stands out as a specialty foundry, focusing on the analog world.
X-FAB provides a comprehensive set of specialty technologies and design IP, including expertise in analog/mixed-signal technologies, microsystems/MEMS, and silicon carbide (SiC). With six wafer fabs across Malaysia, Germany, France, and the United States, X-FAB serves as a development and manufacturing partner, providing a more specialized competitive landscape compared to GlobalFoundries' broader market approach.
Sources
Top GlobalFoundries Alternatives, Competitors - CB Insights
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GFS's Market share relative to its competitors, as of Q4 2025
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GlobalFoundries Inc Peers & Key Competitors - GlobalData
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GlobalFoundries Competitors | Comparably
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Globalfoundries Competitors and Relative Positioning | Stocks: GFS - Macroaxis
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Globalfoundries Inc Comparisons to its Competitors and Market Share - CSIMarket
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X-FAB
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GlobalFoundries Inc. (GFS) Competitive Analysis & Comparison (2026)
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What is Competitive Landscape of Globalfoundries Company? – MatrixBCG.com
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Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing strategies and IP - GoKawiil
gokawiil.com
Product & Pricing
GlobalFoundries Product and Pricing Intelligence
GF 's offerings include a wide array of technology platforms and custom silicon solutions. These include advanced packaging, CMOS (including FDX™ FD-SOI and feature-rich CMOS), FinFET, Power BCD, Power GaN, Quantum technology, RF (RF-SOI, SiGe RF GaN), and Silicon photonics [gf.com/technologies/]. These technologies are purpose-built for high-growth and emerging markets, emphasizing high-performance, power-efficiency, and feature-rich capabilities [gf.com/technologies/]. The company also provides comprehensive design support, including Process Design Kits (PDKs) and in-house expertise, to help customers achieve their differentiated design goals at scale [gf.com/technologies/].
A notable cost-effective solution offered by GF is the GlobalShuttle™ Multi-Project Wafer (MPW) program [gf.com/manufacturing-services/multi-project-wafer-program/]. This program aggregates multiple projects onto a single wafer, enabling customers to develop their chip designs while avoiding the high cost limitations associated with test-silicon. This makes it a scalable and cost-effective solution suitable for various customers, from startups to universities, whether new or existing GF clients [gf.com/manufacturing-services/multi-project-wafer-program/].
While specific pricing is not published, GF 's model focuses on delivering customized and flexible solutions to meet diverse customer needs. Their emphasis on "A La Carte" or turnkey options, coupled with programs like GlobalShuttle™ MPW, indicates a strategy to provide scalable and cost-conscious solutions tailored to individual project requirements rather than offering standardized pricing tiers [gf.com/gf-package-and-test-services/]. This approach ensures that customers can access advanced semiconductor manufacturing and testing services that fit their specific development and production demands [gf.com/manufacturing/services/].
Sources
GF Package and Test Services | GlobalFoundries
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Manufacturing services | GlobalFoundries
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GlobalShuttle ™ multi-project-wafer program | GlobalFoundries
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Technologies | GlobalFoundries
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GlobalShuttle ™ multi-project-wafer program - GlobalFoundries
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CMOS technology | GlobalFoundries
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GlobalFoundries: Semiconductor manufacturing
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Feature-rich CMOS technology | GlobalFoundries
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Advanced packaging centers | GlobalFoundries
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Technology Platforms.
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Hiring & Layoffs
GlobalFoundries Hiring and Layoffs
GF is seeking a wide range of professionals, including technicians and operators for its semiconductor fabrication plants in Malta, NY; Burlington, VT; Singapore; and Dresden [https://gf.com/careers/professional-opportunities-at-gf/]. Opportunities also span managerial, engineering, and specialist roles across various career levels in the U.S. [https://gf.com/careers/opportunities-in-us/professional-opportunities/]. The company also offers early career opportunities such as internships, co-ops, new college graduate positions, and apprenticeships, indicating a commitment to nurturing new talent [https://gf.com/careers/early-career/].
The company's hiring patterns indicate a continuous expansion of its global manufacturing and support sites, with operations across North America (Austin, Burlington, Malta, Santa Clara), EMEA, and APAC [https://gf.com/careers/where-we-work/].
GlobalFoundries regularly participates in recruiting events, connecting with students, recent graduates, and seasoned professionals to discuss its culture and career opportunities [https://gf.com/careers/events/]. There is no information to suggest any recent layoffs; instead, the company's extensive job postings and active recruitment efforts point to a period of growth and investment in its workforce to support its critical role as a leading manufacturer of essential semiconductors.
Sources
Careers at GlobalFoundries - Eightfold
careers.gf.com
Careers | GlobalFoundries
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Professional opportunities | GlobalFoundries
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Professional opportunities | GlobalFoundries
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Early career | GlobalFoundries
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Professional Opportunities | GlobalFoundries
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Where we work | GlobalFoundries
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Recruiting & career events | GlobalFoundries
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North America | GlobalFoundries
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EMEA | GlobalFoundries
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Leadership
GlobalFoundries Management and Leadership Team
Tim Breen was appointed Chief Executive Officer (CEO) of GF in 2025, having initially joined the company in 2018 [https://gf.com/about-gf/leadership/tim-breen/]. Prior to becoming CEO, Breen served as GF's Chief Operating Officer (COO), where he was responsible for global operations including manufacturing, quality, supply chain, and digital transformation [https://gf.com/about-gf/leadership/tim-breen/]. He has been a board member since 2018 [https://gf.com/about-gf/leadership/tim-breen/]. Dr. Thomas Caulfield, who previously served as President and CEO and led the company's IPO, was elected Executive Chairman of GlobalFoundries' board of directors in April 2025 and has been a board member since March 2018 [https://gf.com/about-gf/leadership/dr-thomas-caulfield-board/].
Key executives on the GlobalFoundries leadership team include Saam Azar, Chief Legal Officer, and Gregg Bartlett, Chief Technology Officer [https://gf.com/about-gf/leadership/].
Matthew Zack holds the position of Chief Corporate Development Officer, leading strategy, M&A, and partnership initiatives [https://gf.com/leadership/matthew-zack/].
Pradip Singh was appointed Chief Manufacturing Officer in 2024, responsible for GF's global manufacturing operations, quality, and supply chain [https://gf.com/about-gf/leadership/pradip-singh/].
Recent leadership appointments include Ed Kaste, who became Senior Vice President of CMOS Business in 2026, overseeing GF's CMOS portfolio [https://gf.com/about-gf/leadership/ed-kaste/]. Also in 2026, Téa Williams was appointed Senior Vice President of Silicon Photonics and RF Businesses, leading GF's efforts in these critical areas for various markets including mobile, IoT, and automotive [https://gf.com/about-gf/leadership/tea-williams/].
Sources
Leadership | GlobalFoundries
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Leadership | GlobalFoundries
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Tim Breen | GlobalFoundries
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Ed Kaste | GlobalFoundries
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Tim Breen | GlobalFoundries
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Investor relations | GlobalFoundries Inc.
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Matthew Zack | GlobalFoundries
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Pradip Singh | GlobalFoundries
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Dr. Thomas Caulfield | GlobalFoundries
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Téa Williams | GlobalFoundries
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Financials
GlobalFoundries Financial Performance, Fundraising, M&A
Looking back at previous quarters, GlobalFoundries reported consistent revenue figures. In the second quarter of 2025, revenues reached $1.688 billion, accompanied by a gross margin of 24.2% and a non-IFRS gross margin of 25.2%. Net income for this quarter was $228 million, or $234 million on a non-IFRS basis, with diluted earnings per share of $0.41 [https://gf.com/news-and-events/news/globalfoundries-reports-second-quarter-2025-financial-results/]. The third quarter of 2025 also saw revenues of $1.688 billion, with a non-IFRS gross margin of 26.0% and a non-IFRS net income of $232 million [https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-third-quarter-2025-financial-results]. For the full fiscal year 2024, GlobalFoundries recorded a total revenue of $6.75 billion [https://gf.com/wp-content/uploads/2026/05/GlobalFoundries-2025-Sustainability-Report.pdf].
In terms of fundraising and investment, GlobalFoundries has made substantial commitments to expand its manufacturing capabilities. In June 2025, the company announced a significant $16 billion investment plan to expand its semiconductor manufacturing and advanced packaging capabilities across its facilities in New York and Vermont [https://gf.com/news-and-events/news/globalfoundries-announces-16b-u-s-investment-to-reshore-essential-chip-manufacturing-and-accelerate-ai-growth/]. This investment is further supported by governmental funding. In November 2024, GlobalFoundries secured an award of up to $1.5 billion in direct funding through the CHIPS and Science Act from the U.S. Department of Commerce. This funding is designated for the expansion of its New York facilities and the modernization of its Vermont facility, aimed at enhancing essential chip manufacturing [https://gf.com/news-and-events/news/globalfoundries-and-u-s-department-of-commerce-announce-award-agreement-on-chips-act-funding-for-essential-chip-manufacturing/]. This followed an earlier announcement in February 2024 regarding $1.5 billion in planned direct funding from the CHIPS and Science Act [https://gf.com/news-and-events/news/globalfoundries-and-biden-harris-administration-announce-chips-and-science-act-funding-for-essential-chip-manufacturing/].
Sources
GlobalFoundries Reports First Quarter 2026 Financial Results | GlobalFoundries Inc.
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GlobalFoundries Reports Second Quarter 2025 Financial Results
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[PDF] Form F-3ASR for Globalfoundries INC filed 03/11/2026
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GlobalFoundries Announces $16B U.S. Investment to Reshore ...
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GlobalFoundries and U.S. Department of Commerce Announce ...
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GlobalFoundries Reports Fourth Quarter 2024 and Fiscal Year 2024 Financial Results | GlobalFoundries
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GlobalFoundries Reports Third Quarter 2025 Financial Results | GlobalFoundries Inc.
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GlobalFoundries and Biden-Harris Administration Announce CHIPS ...
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[PDF] 2025 Sustainability Report | GlobalFoundries
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[PDF] Form 424B7 for Globalfoundries INC filed 03/12/2026
investors.gf.com
Partnerships
GlobalFoundries Partnerships, Clients and Vendors
GF has established significant strategic partnerships with key enterprise clients and technology providers. Notably, GlobalFoundries expanded its partnership with Apple to advance wireless connectivity and power management, reinforcing U.S. chip manufacturing leadership [https://gf.com/news-and-events/news/globalfoundries-expands-partnership-with-apple-to-advance-wireless-connectivity-and-power-management-reinforcing-u-s-chip-manufacturing-leadership/]. In the automotive sector, GlobalFoundries and General Motors Co. (GM) announced a long-term direct supply agreement for U.S. production of semiconductor chips, establishing a dedicated capacity corridor exclusively for GM’s chip supply [https://gf.com/news-and-events/news/globalfoundries-and-gm-announce-long-term-direct-supply-agreement-for-u-s-production-of-semiconductor-chips/].
Further demonstrating its commitment to technological advancement and market reach, GlobalFoundries has forged several key collaborations.
Silicon Labs and GF expanded their partnership to accelerate wireless connectivity solutions, focusing on next-generation, energy-efficient wireless technologies [https://gf.com/news-and-events/news/globalfoundries-and-silicon-labs-expand-partnership-to-accelerate-wireless-connectivity-solutions-and-strengthen-u-s-chip-manufacturing/]. Similarly, Renesas Electronics Corporation broadened its access to GF technologies, including differentiated technology platforms, through an expanded multi-billion-dollar manufacturing partnership [https://gf.com/news-and-events/news/globalfoundries-and-renesas-expand-partnership-to-accelerate-us-semiconductor-manufacturing/].
In terms of technology integrations and development, GlobalFoundries is collaborating with Navitas Semiconductor to strengthen and accelerate U.S.-based gallium nitride (GaN) technology, design, and manufacturing for critical power applications like AI datacenters [https://gf.com/news-and-events/news/globalfoundries-and-navitas-semiconductor-partner-to-accelerate-u-s-gan-technology-and-manufacturing-for-ai-datacenters-and-critical-power-applications/]. For optical connectivity, Corning Incorporated and GF are developing detachable fiber connector solutions for GF’s silicon photonics platform, utilizing Corning’s GlassBridge™ solution [https://gf.com/gf-press-release/globalfoundries-and-corning-collaborate-to-deliver-detachable-fiber-connector-solutions-to-scale-next-generation-optical-connectivity/]. Additionally, Siemens and GlobalFoundries are strategically collaborating to deploy AI-driven manufacturing to enhance semiconductor manufacturing performance and advanced industries [https://gf.com/gf-press-release/siemens-and-globalfoundries-collaborate-to-deploy-ai-driven-manufacturing-to-strengthen-global-semiconductor-supply/].
Sources
GlobalFoundries Expands Partnership with Apple to Advance Wireless Connectivity and Power Management, Reinforcing U.S. Chip Manufacturing Leadership | GlobalFoundries
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GlobalSolutions™ ecosystem | GlobalFoundries
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GlobalFoundries and Silicon Labs Expand Partnership to Accelerate Wireless Connectivity Solutions and Strengthen U.S. Chip Manufacturing | GlobalFoundries
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GlobalFoundries and Renesas Expand Partnership to Accelerate U.S. Semiconductor Manufacturing | GlobalFoundries
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GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and Manufacturing for AI Datacenters and Critical Power Applications | GlobalFoundries
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Value-added partner program | GlobalFoundries
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GlobalFoundries and Corning Collaborate To Deliver Detachable Fiber Connector Solutions to Scale Next-Generation Optical Connectivity | GlobalFoundries
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Siemens and GlobalFoundries Collaborate to Deploy AI-Driven Manufacturing to Strengthen Global Semiconductor Supply | GlobalFoundries
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GlobalFoundries and GM Announce Long-Term Direct Supply Agreement for U.S. Production of Semiconductor Chips | GlobalFoundries
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GlobalFoundries Expands Partnership with Apple to Advance Wireless Connectivity and Power Management, Reinforcing U.S. Chip Manufacturing Leadership | GlobalFoundries
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Events
GlobalFoundries Event Participations
The company's flagship event is the annual GlobalFoundries Technology Summit (GTS), which brings together GF executives, technologists, customers, and partners to explore breakthroughs and innovations in the semiconductor industry [https://gf.com/news-and-events/gts/]. These summits are hosted globally, with past and upcoming events including GTS North America (September 2, 2026, in Santa Clara, California) [https://gf.com/news-and-events/events/gts-north-america/], and GTS China (September 22) [https://gf.com/news-and-events/].
Beyond their own summits, GlobalFoundries also attends significant industry events such as the China International Optoelectronic Expo (CIOE) (September 9–11, and again in May 2026) [https://gf.com/news-and-events/] and ECOC (September 20–24) [https://gf.com/news-and-events/]. They also participate in SEMICON Southeast Asia (May 5-7, 2026) [https://gf.com/newsroom/events/].
For investors and a broader audience, GlobalFoundries hosts various webinars and investor-focused events. These include the "GF business webinar series," with topics such as "GF at the forefront of the photonics & packaging revolution" (March 10, 2026) [https://investors.gf.com/events/event-details/gf-business-webinar-series-gf-forefront-photonics-packaging-revolution] and "GF enabling the evolution of edge to physical AI" (December 3, 2025) [https://investors.gf.com/events/event-details/gf-business-webinar-series-gf-forefront-photonics-packaging-revolution-0]. They also hold an annual Investor Day (May 7, 2026) [https://investors.gf.com/events/event-details/investor-day-2026] and conference calls (e.g., August 5, 2026) [https://investors.gf.com/].
Sources
Events | GlobalFoundries
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News & events | GlobalFoundries
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Events | GlobalFoundries Inc. - Investor relations
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Upcoming Events & Highlights | GlobalFoundries
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GTS North America 2026 | GlobalFoundries
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GTS | GlobalFoundries
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GF business webinar series: GF at the forefront of the photonics & packaging revolution | GlobalFoundries Inc.
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Investor day 2026 | GlobalFoundries Inc.
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Investor relations | GlobalFoundries Inc.
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GF business webinar series: GF enabling the evolution of edge to physical AI | GlobalFoundries Inc.
investors.gf.com
Frequently Asked Questions
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