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GLOBALFOUNDRIES (GFS) investor relations material
GLOBALFOUNDRIES Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Strategic pillars and business model
Focuses on differentiated technology, strong customer relationships, and a unique geographic footprint outside China and Taiwan, with major fabs in the US, Singapore, and Germany.
Emphasizes analog mixed-signal capabilities for nodes above 10nm, serving diverse customer needs.
Sees design win momentum due to the virtuous cycle between technology, customer focus, and location.
Market opportunities and growth drivers
Smart mobile devices represent 40% of revenue, with leadership in RF front ends and diversification into new applications like smart glasses.
Automotive business has grown from $100M to over $1B, with strong platforms in 40nm and 22FDX for ADAS and radar, expecting mid-single to mid-teens growth in 2025.
IoT and comms infrastructure/data center segments show growth in RF, low power, silicon photonics, and satellite communications, with silicon photonics revenue expected to double to $200M in 2025.
China strategy and partnerships
Pursuing a "China for China" strategy, especially in automotive, via supplier partnerships (not joint ventures), aiming to deliver technology not available domestically.
No partners identified yet, but sees opportunity due to the global strength of Chinese automotive OEMs.
How US presence impacts global tariff benefits?
Future revenue potential of Silicon Photonics & SatCom?
When will MIPS acquisition drive wafer sales?
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Next GLOBALFOUNDRIES earnings date
Q3 202512 Nov, 2025
Next GLOBALFOUNDRIES earnings date
Q3 202512 Nov, 2025
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GLOBALFOUNDRIES Inc manufactures semiconductors, offering foundry services for industries including automotive, communications, and computing. It produces advanced technology nodes, specialty semiconductor devices, and custom solutions. The company is headquartered in Malta, New York, and its shares are listed on the NASDAQ.
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