{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","ticker":"GFS","updated_at":"2026-07-12T08:26:06.577002+00:00","canonical":"https://valuechain.wiki/globalfoundries","same_as":["https://finance.yahoo.com/quote/GFS","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1709048"],"citable":"밸류체인 그래프 기준 글로벌파운드리의 직접 연결 기업은 10곳(관계 기준 공급 8·매출 2)이고, 사슬을 2차까지 넓히면 24곳에 닿는다. 링크의 근거 출처는 12건이며 그중 1차공시가 4건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, GlobalFoundries is directly linked to 10 companies (8 supply, 2 revenue relationships) and reaches 24 companies within two hops; the links are backed by 12 dated sources, 4 of them primary filings (as of 2026-07-12).","kicker":"성숙·특화 공정 파운드리","kicker_en":"Mature & specialty-node foundry","lead":"성숙·특화 노드 중심의 파운드리로 선단 미세공정은 비주력. FY2025 매출 $6.79B. 퀄컴·AMD·NXP·인피니언·보쉬·애플 등이 고객이며 자동차·산업·통신용 칩에 강하다. 장비는 ASML·어플라이드·램·KLA에 의존.","lead_en":"A foundry focused on mature and specialty nodes (not leading-edge). FY2025 revenue $6.79B. Customers include Qualcomm, AMD, NXP, Infineon, Bosch and Apple, with strength in automotive, industrial and communications chips. Depends on ASML, Applied Materials, Lam and KLA for equipment.","segments":{"fy":2025,"parts":[{"desc":"RF·전력관리","name":"스마트 모바일"},{"desc":"ADAS·센서(2025 급성장)","name":"자동차"},{"desc":"마이크로컨트롤러 등","name":"IoT·산업"},{"desc":"광·전력","name":"통신인프라·데이터센터"}],"total":"FY2025 매출 $6.79B","source":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","concentration":"성숙·특화 노드. 고객 퀄컴·AMD·NXP·인피니언·보쉬·애플. 자동차 사업 급성장."},"segments_en":{"parts":[{"desc":"RF and power management","name":"Smart Mobile"},{"desc":"ADAS and sensors (fast-growing in 2025)","name":"Automotive"},{"desc":"Microcontrollers, etc.","name":"IoT & Industrial"},{"desc":"Optical and power","name":"Comms Infra & Datacenter"}],"total":"FY2025 revenue $6.79B","concentration":"Mature and specialty nodes. Customers Qualcomm, AMD, NXP, Infineon, Bosch, Apple. Automotive growing fast."},"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":97.8},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"starbucks","name":"Starbucks Corp","name_en":"Starbucks Corp","tier":3,"returns_yearly":{"2021":11.1,"2022":-13.2,"2023":-1.2,"2024":-2.5,"2025":-5.3,"2026":27.4}},{"slug":"johnson-controls","name":"존슨 컨트롤스","name_en":"Johnson Controls","tier":3,"returns_yearly":{"2021":77.4,"2022":-19.3,"2023":-7.6,"2024":39.8,"2025":53,"2026":20}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":3,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"costco","name":"Costco Wholesale","name_en":"Costco Wholesale","tier":3,"returns_yearly":{"2021":51.8,"2022":-19,"2023":49,"2024":39.6,"2025":-5.4,"2026":6.6}},{"slug":"procter-gamble","name":"Procter & Gamble","name_en":"Procter & Gamble","tier":3,"returns_yearly":{"2021":20.5,"2022":-5,"2023":-0.9,"2024":17.3,"2025":-12.3,"2026":4.1}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":2.6}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":3,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"servicenow","name":"ServiceNow","name_en":"ServiceNow","tier":3,"returns_yearly":{"2021":17.9,"2022":-40.2,"2023":82,"2024":50.1,"2025":-27.7,"2026":-29.7}},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"hpe","name":"HPE","name_en":"Hewlett Packard Enterprise","tier":2,"returns_yearly":{"2021":37.4,"2022":4.5,"2023":9.7,"2024":29.1,"2025":15.5,"2026":104}},{"slug":"asustek","name":"에이수스(ASUS)","name_en":"ASUSTeK Computer","tier":2,"returns_yearly":{"2021":35.5,"2022":-12.9,"2023":72,"2024":41.1,"2025":-14.1,"2026":46.7}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":2,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":1.6}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":2,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":-20}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":2,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":1,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":160.5}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":1,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":-3.8}}],"benefiting":[{"slug":"soitec","name":"Soitec","name_en":"Soitec","tier":1,"returns_yearly":{"2021":-3.7,"2022":-13.4,"2023":-2.3,"2024":-37.4,"2025":-68.9,"2026":271.9}},{"slug":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","tier":1,"returns_yearly":{"2021":83.6,"2022":-37.5,"2023":68,"2024":1.1,"2025":59.6,"2026":135}},{"slug":"lam-research","name":"램리서치","name_en":"Lam Research","tier":1,"returns_yearly":{"2021":53.7,"2022":-40.7,"2023":88.6,"2024":-6.8,"2025":139.2,"2026":105}},{"slug":"kla","name":"KLA","name_en":"KLA","tier":1,"returns_yearly":{"2021":68,"2022":-11.2,"2023":56,"2024":9.4,"2025":94.5,"2026":91}},{"slug":"asml","name":"ASML","name_en":"ASML","tier":1,"returns_yearly":{"2021":64.1,"2022":-30.5,"2023":39.9,"2024":-7.7,"2025":55.8,"2026":68.6}},{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","tier":1,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":22.9}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":1,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":-5.2}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":1,"returns_yearly":null},{"slug":"ichor-holdings","name":"이코르","name_en":"Ichor Holdings","tier":2,"returns_yearly":{"2021":52.7,"2022":-41.7,"2023":25.4,"2024":-4.2,"2025":-42.8,"2026":444.2}},{"slug":"mks-instruments","name":"MKS Instruments","name_en":"MKS Instruments","tier":2,"returns_yearly":{"2021":16.4,"2022":-51,"2023":22.6,"2024":2.2,"2025":54.4,"2026":131}},{"slug":"advanced-energy","name":"어드밴스드에너지","name_en":"Advanced Energy Industries","tier":2,"returns_yearly":{"2021":-5.7,"2022":-5.4,"2023":27.5,"2024":6.6,"2025":81.6,"2026":47.2}},{"slug":"smc","name":"SMC Corporation","name_en":"SMC Corporation","tier":2,"returns_yearly":{"2021":0.9,"2022":4.5,"2023":28.6,"2024":-28,"2025":4.2,"2026":26.6}},{"slug":"wonik-qnc","name":"원익QnC","name_en":"Wonik QnC","tier":2,"returns_yearly":{"2021":26.2,"2022":2,"2023":11.9,"2024":-33.7,"2025":53.4,"2026":9.3}},{"slug":"siemens-ag","name":"지멘스","name_en":"Siemens AG","tier":2,"returns_yearly":{"2021":12.2,"2022":5.1,"2023":20.1,"2024":28,"2025":26.4,"2026":8.7}},{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","tier":2,"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5}},{"slug":"carl-zeiss-smt","name":"Carl Zeiss SMT","name_en":"Carl Zeiss SMT","tier":2,"returns_yearly":null},{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","tier":2,"returns_yearly":null},{"slug":"kc-tech","name":"케이씨텍","name_en":"KC Tech","tier":3,"returns_yearly":{"2021":-24.2,"2022":-6.1,"2023":57.9,"2024":5.9,"2025":56.7,"2026":108.1}},{"slug":"siemens-energy","name":"Siemens Energy","name_en":"Siemens Energy","tier":3,"returns_yearly":{"2021":-35.4,"2022":-2.7,"2023":-27,"2024":314.2,"2025":149.9,"2026":5.7}}],"analysis":"성숙·특화 공정 파운드리 기업. 2025년 -18.6% 뒤 2026년 +99.9%로 반등했다. 공급단(평균 +152.5%)이 본주(+99.9%)보다 세게 움직였다. 공급 병목 국면의 전형으로, 본주 마진보다 공급사 물량 레버리지가 먼저 반영되고 있다는 신호다. 연결 노드 중 가장 앞선 곳은 소이텍(+284.1%), 가장 처진 곳은 KLA(+89.4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다. 성숙·특화 노드. 고객 퀄컴·AMD·NXP·인피니언·보쉬·애플. 자동차 사업 급성장.","analysis_en":"GlobalFoundries operates across Mature & specialty-node foundry. After -18.6% in 2025, it rebounded +99.9% in 2026. The supply side (avg +152.5%) has moved harder than the stock (+99.9%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Soitec (+284.1%) and the furthest behind is KLA (+89.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Depends on ASML, Applied Materials, Lam and KLA for equipment.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"팹리스·자동차 고객 (퀄컴·NXP·보쉬 등)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"GlobalFoundries FY2025 총매출(순이익 $888M·GM 24.9%)","scale":"B","value":6.791,"period":"FY2025","basis_en":"GlobalFoundries FY2025 revenue (net income $888M, GM 24.9%)"},"note":"퀄컴·NXP·인피니언·보쉬·애플 등에 성숙·특화 노드 칩 공급(자동차·산업·통신).","note_en":"Supplies mature/specialty-node chips to Qualcomm, NXP, Infineon, Bosch, Apple (automotive, industrial, comms).","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"FY2025 매출 $6.79B, 자동차 사업 급성장.","excerpt_en":"FY2025 revenue $6.79B, automotive growing fast."},{"stance":"confirms","publisher":"글로벌파운드리 IR","publisher_en":"GlobalFoundries IR","kind":"ir","lang":"en","published_at":"2026-02-10","url":"https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-fourth-quarter-2025-and-fiscal-year-2025","title":"글로벌파운드리 FY2025 실적","title_en":"GlobalFoundries reports Q4 and FY2025 results","excerpt":"FY2025 매출 $6.791B, GM 24.9%(비IFRS 26.1%), 순이익 $888M. 팹리스·자동차 고객 중심.","excerpt_en":"FY2025 revenue $6.791B, GM 24.9% (non-IFRS 26.1%), net income $888M; fabless and automotive customers core."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2021-10-06","url":"https://newsletter.semianalysis.com/p/globalfoundries-gfs-ipo-mubadala","title":"글로벌파운드리 IPO와 무바달라","title_en":"GlobalFoundries $GFS IPO – Mubadala","excerpt":"고객에 퀄컴·NXP·미디어텍·브로드컴·삼성 등 포함.","excerpt_en":"Customers include Qualcomm, MediaTek, NXP, Qorvo, AMD, Skyworks, Samsung and Broadcom."}]},{"direction":"investor","counterparty":"무바달라 (아부다비 국부펀드)","counterparty_slug":null,"confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"아부다비 국부펀드 무바달라가 최대주주(약 73%).","note_en":"Abu Dhabi’s Mubadala is the largest shareholder (~73%).","sources":[{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2021-10-06","url":"https://newsletter.semianalysis.com/p/globalfoundries-gfs-ipo-mubadala","title":"글로벌파운드리 IPO와 무바달라","title_en":"GlobalFoundries $GFS IPO – Mubadala","excerpt":"무바달라가 계속 최대주주로 남는다.","excerpt_en":"Mubadala will continue to be the majority owner of GlobalFoundries."}]},{"direction":"cost","counterparty":"Soitec","counterparty_slug":"soitec","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"FD-SOI 공정에 소이텍 엔지니어드 기판 조달.","note_en":"Sources Soitec engineered substrates for FD-SOI.","sources":[{"stance":"confirms","publisher":"Soitec","publisher_en":"Soitec","kind":"ir","lang":"ko","published_at":"2026-01-01","url":"https://www.soitec.com/home/korea","title":"소이텍 코리아(SOI 엔지니어드 기판)","title_en":"Soitec Korea (engineered SOI substrates)","excerpt":"FD-SOI 공정에 소이텍 엔지니어드 기판 조달.","excerpt_en":"Sources Soitec engineered substrates for FD-SOI."},{"stance":"confirms","publisher":"Soitec/GlobeNewswire","publisher_en":"Soitec/GlobeNewswire","kind":"filing","lang":"en","published_at":"2025-05-27","url":"https://www.globenewswire.com/news-release/2025/05/27/3088835/0/en/soitec-reports-fourth-quarter-revenue-and-full-year-results-of-fiscal-year-2025.html","title":"Soitec FY2025 연간 실적","title_en":"Soitec FY2025 full-year results","excerpt":"FD-SOI 공정에 소이텍 엔지니어드 기판 조달.","excerpt_en":"Sources Soitec engineered substrates for FD-SOI."}]},{"direction":"revenue","counterparty":"제너럴 모터스","counterparty_slug":"general-motors","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"GM 전용 캐파 회랑 장기 공급 계약(몰타 팹).","note_en":"Long-term dedicated-capacity supply for GM at the Malta fab.","sources":[{"stance":"confirms","publisher":"GlobeNewswire (GF)","publisher_en":"GlobeNewswire (GF)","kind":"ir","lang":"en","published_at":"2023-02-09","url":"https://www.globenewswire.com/news-release/2023/02/09/2605304/0/en/GlobalFoundries-and-GM-Announce-Long-Term-Direct-Supply-Agreement-for-U-S-Production-of-Semiconductor-Chips.html","title":"GF·GM, 미국산 반도체 장기 직접 공급 계약","title_en":"GlobalFoundries and GM announce long-term direct supply agreement","excerpt":"Long-term direct supply agreement for US production of semiconductor chips for GM.","excerpt_en":"Long-term direct supply agreement for GM chips."}]},{"direction":"cost","counterparty":"Siemens EDA","counterparty_slug":"siemens-eda","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"지멘스 EDA(Calibre 등) 라이선스 지급.","note_en":"Pays for Siemens EDA (Calibre etc.) licenses.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"글로벌파운드리가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"globalfoundries specifies and licenses Calibre physical verification for tape-out signoff."},{"stance":"confirms","publisher":"Siemens","publisher_en":"Siemens","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/","title":"Siemens Calibre 물리검증","title_en":"Siemens Calibre physical verification","excerpt":"글로벌파운드리가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"globalfoundries specifies and licenses Calibre physical verification for tape-out signoff."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"AMD의 일부 칩(I/O·레거시)을 위탁생산하는 파운드리(주력은 TSMC).","note_en":"Foundry for some of AMD’s chips (I/O, legacy); AMD’s leading-edge is at TSMC.","sources":[{"stance":"confirms","publisher":"글로벌파운드리 IR","publisher_en":"GlobalFoundries IR","kind":"ir","lang":"en","published_at":"2026-02-10","url":"https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-fourth-quarter-2025-and-fiscal-year-2025","title":"글로벌파운드리 FY2025 실적","title_en":"GlobalFoundries reports Q4 and FY2025 results","excerpt":"AMD가 글로벌파운드리를 기술 파트너로 명시.","excerpt_en":"AMD describes GlobalFoundries as a technology partner."},{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2024-02-14","url":"https://zdnet.co.kr/view/?no=20240214080922","title":"글로벌파운드리, AMD·퀄컴 주문 동향","title_en":"GlobalFoundries order trends with AMD and Qualcomm","excerpt":"글로벌파운드리 매출이 AMD·퀄컴 주문에 연동.","excerpt_en":"GlobalFoundries revenue tracks AMD and Qualcomm orders."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2021-10-06","url":"https://newsletter.semianalysis.com/p/globalfoundries-gfs-ipo-mubadala","title":"글로벌파운드리 IPO와 무바달라","title_en":"GlobalFoundries $GFS IPO – Mubadala","excerpt":"AMD가 최대 고객(2019년 28%→2020년 21%).","excerpt_en":"AMD is their largest customer (28% in 2019 to 21% in 2020)."}]},{"direction":"cost","counterparty":"ASML","counterparty_slug":"asml","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"EUV/DUV 노광장비를 ASML에서 매입.","note_en":"Buys EUV/DUV lithography from ASML.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"KLA","counterparty_slug":"kla","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"검사·계측 장비를 KLA에서 매입.","note_en":"Buys inspection/metrology tools from KLA.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"식각·증착 장비를 램에서 매입.","note_en":"Buys etch/deposition tools from Lam Research.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Synopsys EDA 툴·IP 라이선스 지급.","note_en":"Pays for synopsys EDA tools and IP licenses.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","title":"Synopsys FY2025 연차보고서(10-K)","title_en":"Synopsys FY2025 annual report (10-K)","excerpt":"글로벌파운드리 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"globalfoundries foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."},{"stance":"confirms","publisher":"TSMC","publisher_en":"TSMC","kind":"ir","lang":"en","published_at":"2025-04-01","url":"https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance","title":"TSMC OIP EDA 얼라이언스(공정 인증)","title_en":"TSMC OIP EDA Alliance (process certification)","excerpt":"글로벌파운드리 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"globalfoundries foundry certifies and licenses synopsys EDA tools/IP for its process (PDK/DTCO)."}]},{"direction":"cost","counterparty":"Cadence Design Systems","counterparty_slug":"cadence","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Cadence Design Systems EDA 툴·IP 라이선스 지급.","note_en":"Pays for cadence EDA tools and IP licenses.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm","title":"Cadence FY2025 연차보고서(10-K)","title_en":"Cadence FY2025 annual report (10-K)","excerpt":"글로벌파운드리 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"globalfoundries foundry certifies and licenses cadence EDA tools/IP for its process (PDK/DTCO)."},{"stance":"confirms","publisher":"TSMC","publisher_en":"TSMC","kind":"ir","lang":"en","published_at":"2025-04-01","url":"https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance","title":"TSMC OIP EDA 얼라이언스(공정 인증)","title_en":"TSMC OIP EDA Alliance (process certification)","excerpt":"글로벌파운드리 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스.","excerpt_en":"globalfoundries foundry certifies and licenses cadence EDA tools/IP for its process (PDK/DTCO)."}]},{"direction":"cost","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전공정 장비를 어플라이드에서 매입.","note_en":"Buys wafer-fab tools from Applied Materials.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 전공정 장비를 주요 장비사에서 매입.","excerpt_en":"20-F: buys wafer-fab equipment from major toolmakers."}]},{"direction":"cost","counterparty":"웨이퍼·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"실리콘 웨이퍼·공정 소재 매입(공급사 비공개).","note_en":"Buys silicon wafers and process materials (suppliers undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"20-F: 웨이퍼·소재 공급망 의존.","excerpt_en":"20-F: depends on wafer and materials supply."}]}]}