CSIMarket
 
Globalfoundries Inc   (NASDAQ: GFS)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Globalfoundries Inc's Customers Performance

GFS



 
GFS's Source of Revenues Globalfoundries Inc's Corporate Customers have recorded an increase in their cost of revenue by 14.44 % in the 4 quarter 2025 year on year, sequentially costs of revenue grew by 9.02 %. During the corresponding time, Globalfoundries Inc recorded a revenue increase by 0.61 % year on year, sequentially revenue grew by 302.31 %. While revenue at the Globalfoundries Inc 's corporate clients recorded rose by 18.83 % year on year, sequentially revenue grew by 17.16 %.

List of GFS Customers




Globalfoundries Inc's Customers have recorded an increase in their cost of revenue by 14.44 % in the 4 quarter 2025 year on year, sequentially costs of revenue grew by 9.02 %, for the same period Globalfoundries Inc recorded revenue increase by 0.61 % year on year, sequentially revenue grew by 302.31 %.

List of GFS Customers

Globalfoundries Inc's Business Units
Smart Mobile Devices    39.43 % of total Revenue
Communications Infrastructure Datacenter    10.97 % of total Revenue
Home and Industrial IoT    17.51 % of total Revenue
Automotive    20.76 % of total Revenue
Non wafer revenue and other    11.32 % of total Revenue
Revenue recognized over time    9.66 % of total Revenue
Revenue recognized at a point in time    90.34 % of total Revenue
Wafer revenue    88.68 % of total Revenue
Non wafer revenue    11.32 % of total Revenue
United States    49.99 % of total Revenue
Europe the Middle East and Africa    25.18 % of total Revenue
Other    24.83 % of total Revenue




   
Customers Net Income grew in Q4 by Customers Net margin grew to
109.13 % 23.7 %
Customers Net Income grew in Q4 by 109.13 %


Customers Net margin grew to 23.7 %



Globalfoundries Inc's Customers, Q4 2025 Revenue Growth By Industry
Customers in Computer Hardware Industry      12.15 %
Customers in IT Infrastructure Industry      3.19 %
Customers in Semiconductors Industry      35.16 %
     
• Customers Valuation • Customers Mgmt. Effect.


Globalfoundries Inc's Comment on Sales, Marketing and Customers



The company serves a diverse global customer base of semiconductor designers and collaborates with IP providers, EDA vendors, design service firms, and OSAT partners. Its products and technologies support applications in advanced connectivity, power management, and high-speed data processing. The company focuses on chip technologies including digital, analog, mixed-signal, RF, ultra-low power, and embedded memory. End markets include Smart Mobile Devices, Home and Industrial IoT, Communications, Infrastructure and Data Center, and Automotive. It operates four manufacturing sites worldwide and maintains a strategic partnership with a China-based foundry to address domestic Chinese demand. Recent acquisitions include MIPS Holding, Inc., a provider of AI and processor IP, and Synopsys, Inc., which enhance the company's offerings in AI and processor IP for physical AI applications.


  News about Globalfoundries Inc Contracts

GlobalFoundries Sets the Stage for Semiconductor Resilience in Europe with €1.1 Billion Investment

GlobalFoundries Plans Billion-Euro Investment to Expand Chip Manufacturing in Germany In a bold move to bolster Europe s semiconductor supply chain, GlobalFoundries Inc. (NASDAQ: GFS) announced today its plans for a groundbreaking €1.1 billion investment aimed at expanding manufacturing capabilities and infrastructure in Dresden, Germany. This significant investment not only signals GlobalFoundries commitment to meeting the growing demand for chips but also represents a strategic effort to enhance the resilience of Europe’s semiconductor ecosystem.The expansion in Dresden is particularly timely, given the ongoing global chip shortages that revealed vulnerabilities in supply chains. The investment will f...

s, the establishment of such centers is vital for national security as well as economic stability. A New Er...

GlobalFoundries: Pioneering Advances in Chip Technology with New Memory Innovations and Advanced Packaging CenterIn a major stride toward enhancing semiconductor technology, GlobalFoundries has recently taken significant steps with the announcement of its cutting-edge 22FDX+ RRAM technology and the establishment of its New York Advanced Packaging and Photonics Center. These developments signify a critical leap forward in enabling next-generation wireless connectivity and artificial intelligence (AI) applications, while also strengthening the infrastructure for U.S.-made essential chips across various industries. Advancements in Memory Technology: 22FDX+ RRAMGlobalFoundries’ unveiling of the 22FDX+ RRAM te...

GlobalFoundries and ASTAR Join Forces to Drive Advanced Packaging Innovation,

GlobalFoundries Leverages A STAR Partnership to Revolutionize Advanced Packaging In a significant stride towards enhancing semiconductor technology, GlobalFoundries (GF), a prominent player in the chip manufacturing industry, has formed a groundbreaking partnership with Singapore s Agency for Science, Technology and Research (A STAR). This collaboration, focused on accelerating advancements in advanced packaging, will harness the state-of-the-art RandD facilities and technical expertise of A STAR, elevating GF s technological development and upgrading workforce skills to meet the future demands of the semiconductor market.This partnership comes at a pivotal moment for GlobalFoundries, a company already demo...

In a significant development, BAE Systems, a leading defense contractor, has partnered with GlobalFoundries...

BAE Systems and GlobalFoundries Collaborate to Ensure National Security through Enhanced Semiconductor Supply Chain In a significant development, BAE Systems, a leading defense contractor, has partnered with GlobalFoundries, a leading semiconductor manufacturer, to strengthen the supply of essential semiconductors for national security programs. The collaboration will primarily focus on U.S. chip manufacturing and joint research and development for advanced chip technologies. This strategic alliance aims to address the critical challenge of ensuring a reliable and secure supply chain for semiconductors, which are crucial components in various defense applications.GlobalFoundries has recorded a notable increa...

GlobalFoundries Spearheads Innovative Solution to Strengthen Semiconductor Workforce and Tackle Student Loan Debt Challenges

GlobalFoundries Strengthens Semiconductor Workforce with New Student Loan Repayment Program
In a bid to tackle the ever-increasing burden of education debt, GlobalFoundries, one of the world s leading semiconductor manufacturers, has announced a groundbreaking initiative. The company has unveiled a multi-million dollar student loan repayment program aimed at easing the financial strain on its U.S. employees. The move is part of GlobalFoundries strategic plan to build a critical talent pipeline and strengthen its semiconductor workforce.
The semiconductor industry, known for its rapid technological advancements, relies heavily on skilled and qualified professionals. However, many potential employees...




Globalfoundries Inc’s Comment on Sales, Marketing and Customers


The company serves a diverse global customer base of semiconductor designers and collaborates with IP providers, EDA vendors, design service firms, and OSAT partners. Its products and technologies support applications in advanced connectivity, power management, and high-speed data processing. The company focuses on chip technologies including digital, analog, mixed-signal, RF, ultra-low power, and embedded memory. End markets include Smart Mobile Devices, Home and Industrial IoT, Communications, Infrastructure and Data Center, and Automotive. It operates four manufacturing sites worldwide and maintains a strategic partnership with a China-based foundry to address domestic Chinese demand. Recent acquisitions include MIPS Holding, Inc., a provider of AI and processor IP, and Synopsys, Inc., which enhance the company's offerings in AI and processor IP for physical AI applications.








GFS's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Globalfoundries Inc 24,133.50 6,791.00 888.00 1,600
Advanced Micro Devices Inc 759,379.50 36,413.00 5,009.00 31,000
International Business Machines Corporation 220,842.56 68,911.00 10,754.00 305,300
Mercury Systems Inc 4,847.48 966.95 -14.10 2,102
Frequency Electronics Inc 566.07 67.82 7.20 242
SUBTOTAL 1,971,271.21 212,717.52 31,512.20 677,288

Sources: Globalfoundries Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Globalfoundries Inc’s corporate clients.
For your research, we’ve provided 9 tables on Globalfoundries Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
To download the tables, please subscribe.



Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.

© 2026 CSIMarket.com — Proprietary financial dataset. All rights reserved. Redistribution or automated extraction prohibited.