GLOBALFOUNDRIES Inc.: directors' dealings · United States · SEC (Form 4)

About GLOBALFOUNDRIES Inc.

GLOBALFOUNDRIES Inc. (ticker GFS) is a major U.S.-listed semiconductor company trading on NASDAQ in the United States. It operates as a pure-play foundry, meaning it manufactures chips for third-party customers rather than primarily designing and selling its own branded devices. The company is headquartered in Malta, New York, which anchors its U.S. industrial base and its positioning as a strategic manufacturing partner for the semiconductor supply chain. Founded in 2009 through the separation of manufacturing assets from AMD, GLOBALFOUNDRIES has developed into one of the largest independent foundries in the world. Its business is centered on differentiated manufacturing platforms for high-volume, high-reliability markets. The company serves automotive, communications infrastructure, datacenter, industrial and consumer IoT, and power-management applications. In its latest reporting, GF describes revenue in two main buckets: Manufacturing Services, which covers volume production and sales of finished semiconductor products, and Technology Services, which includes non-recurring engineering, mask production, process qualification, post-fabrication services such as bump, test and packaging, and certain IP licensing and royalty streams. From a competitive standpoint, GF participates in a highly concentrated global foundry industry dominated by TSMC, with Samsung Foundry, UMC, and Intel Foundry among the key reference peers. Rather than competing mainly on the most advanced leading-edge nodes, GLOBALFOUNDRIES focuses on specialty process technologies where performance, reliability, power efficiency, supply-chain resilience, and automotive qualification are especially important. This positioning gives the company a strong role in segments where customers value stable long-term manufacturing partnerships over sheer node leadership. GF’s technology portfolio includes its 22FDX platform, RF and mixed-signal technologies, automotive-grade process technologies, GaN-based power solutions, and silicon photonics. These capabilities are particularly relevant for AI-related data-center connectivity, telecom infrastructure, industrial power electronics, and connected mobility. The company has also expanded its ecosystem through acquisitions, including MIPS, Advanced Micro Foundry, and InfiniLink, which broaden its exposure to processor IP, silicon photonics, and optical connectivity. Geographically, GLOBALFOUNDRIES has a diversified manufacturing footprint across the United States, Europe, and Asia. Recent developments are significant. In 2025, the company announced a $16 billion U.S. investment plan to expand manufacturing and advanced packaging capacity in New York and Vermont, reinforcing domestic semiconductor production and AI-enabling technologies. It also announced a roughly €1.1 billion expansion plan for its Dresden, Germany site to strengthen European supply-chain resilience. Together, these initiatives underline GF’s strategy of aligning capital investment with structural demand trends in AI, automotive electrification, and regionalized semiconductor supply chains.