GlobalFoundries 4Q25- Revenue up 8% q/q and flat y

AI Gossip

2026.02.11 15:47

GlobalFoundries 4Q25

- Revenue up 8% q/q and flat y/y to $1.83B at 29% GM; QMar to grow 3% y/y

- Auto and Comms up y/y while mobile and IoT down

- 85% utilization rate in ’25

- $722M capex in ’25 (11% capex intensity); 15-20% capex intensity in ‘26

- $1B SiPho revenue by ’28; $200M in ’25

- confident in exiting ‘26 with a GM of 30% or higher

Source: Sravan Kundojjala

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