# Who are GlobalFoundries's customers? Who does GlobalFoundries earn revenue from?
Canonical: https://valuechain.wiki/globalfoundries · Facet: customers · Updated: 2026-09-11T18:43:29.773078+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: GlobalFoundries's confirmed revenue counterparties include 제너럴 모터스, Motorola Solutions, Inc., AMD plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-09-11).

### 팹리스·자동차 고객 (퀄컴·NXP·보쉬 등) (high)
- metric: Revenue $6.791 · FY2025 · GlobalFoundries FY2025 revenue (net income $888M, GM 24.9%)
- note: Supplies mature/specialty-node chips to Qualcomm, NXP, Infineon, Bosch, Apple (automotive, industrial, comms).
- [confirms] SEC EDGAR (EN, filing, published 2026-02-27) https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm: "FY2025 revenue $6.79B, automotive growing fast."
- [confirms] GlobalFoundries IR (EN, ir, published 2026-02-10) https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-fourth-quarter-2025-and-fiscal-year-2025: "FY2025 revenue $6.791B, GM 24.9% (non-IFRS 26.1%), net income $888M; fabless and automotive customers core."
- [confirms] SemiAnalysis (EN, research, published 2021-10-06) https://newsletter.semianalysis.com/p/globalfoundries-gfs-ipo-mubadala: "Customers include Qualcomm, MediaTek, NXP, Qorvo, AMD, Skyworks, Samsung and Broadcom."

### 무바달라 (아부다비 국부펀드) (high)
- note: Abu Dhabi’s Mubadala is the largest shareholder (~73%).
- [confirms] SemiAnalysis (EN, research, published 2021-10-06) https://newsletter.semianalysis.com/p/globalfoundries-gfs-ipo-mubadala: "Mubadala will continue to be the majority owner of GlobalFoundries."

### 제너럴 모터스 (high)  → /general-motors.md
- note: Long-term dedicated-capacity supply for GM at the Malta fab.
- [confirms] GlobeNewswire (GF) (EN, ir, published 2023-02-09) 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: "Long-term direct supply agreement for GM chips."

### 모토로라 솔루션스 (high)  → /motorola-solutions.md
- note: GlobalFoundries manufactures critical radio chips designed by Motorola Solutions in Vermont, while the value of the long-term supply agreement has not been disclosed.
- [confirms] Motorola Solutions (EN, ir, published 2022-05-19) https://www.motorolasolutions.com/newsroom/press-releases/globalfoundries-and-motorola-solutions-announce-strategic-agreem.html: "Several critical chips are manufactured in Vermont by GF."

### AMD (mid)  → /amd.md
- note: Foundry for some of AMD’s chips (I/O, legacy); AMD’s leading-edge is at TSMC.
- [confirms] GlobalFoundries IR (EN, ir, published 2026-02-10) https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-fourth-quarter-2025-and-fiscal-year-2025: "AMD describes GlobalFoundries as a technology partner."
- [confirms] ZDNet Korea (KO, news, published 2024-02-14) https://zdnet.co.kr/view/?no=20240214080922: "GlobalFoundries revenue tracks AMD and Qualcomm orders."
- [confirms] SemiAnalysis (EN, research, published 2021-10-06) https://newsletter.semianalysis.com/p/globalfoundries-gfs-ipo-mubadala: "AMD is their largest customer (28% in 2019 to 21% in 2020)."

Reverse side: https://valuechain.wiki/globalfoundries/suppliers.md · Ripple: https://valuechain.wiki/globalfoundries/ripple.md

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Full node: https://valuechain.wiki/globalfoundries.md · JSON: https://valuechain.wiki/globalfoundries.json