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Opportunity Book

# GlobalFoundries Inc.

Essential Semiconductor Manufacturing | Nasdaq: GFS
$6.79B
FY2025 Revenue
~14,000
Employees
$16B
US Investment Committed
6–7%
Global Foundry Market Share
Prepared by BestPaidRep.com | AI-Powered Enterprise Sales Intelligence | May 2026
Chapter 01

## Executive Summary

GlobalFoundries (GFS) is at a pivotal inflection point. After a leadership transition in April 2025 that installed Tim Breen as CEO and Niels Anderskouv as President & COO, the company has aggressively repositioned itself from a traditional contract foundry into a diversified, holistic technology solutions provider — CEO Breen's own words from the Q4 2025 earnings call.[1]

The company has committed to a $16 billion U.S. investment to expand its Malta, NY and Burlington, VT facilities, backed by $1.587 billion in CHIPS Act funding from the U.S. Department of Commerce.[2] This is not a company in maintenance mode. This is a company in aggressive transformation — and transformation at scale creates enterprise software opportunities at every layer of the organization.

The AI has identified five high-confidence pain points across IT infrastructure, supply chain, workforce management, and manufacturing operations — all corroborated by job postings, earnings call language, and public filings. The engagement window is open now.

$6.79B
FY2025 Revenue
▲ +1% YoY
27.8%
Q4 Gross Margin
▲ +330bps YoY
$4.0B
Cash on Hand
▲ Strong liquidity
$500M
Share Buyback Auth.
▲ Board approved Q4'25

#### Sources

1. GlobalFoundries Q4 2025 Earnings Release, Feb. 11, 2026 — investors.gf.com
2. GlobalFoundries $16B U.S. Investment Announcement, Jun. 4, 2025 — gf.com

Chapter 02

## Leadership Team

These are not executives looking down from a corner office. They are leaders with their necks on the line — managing a $16 billion capital program, a new CEO transition, and the pressure of being a national security asset for the United States government. They want to be heroes. The Opportunity Book tells you exactly what winning looks like for each of them.[3]

TB
Tim Breen
Chief Executive Officer
Joined GF in 2018 as COO. Appointed CEO April 2025. Architect of GF's pivot to "holistic technology solutions provider." Focused on AI Data Center, Physical AI, and onshoring megatrends.
🎯 Priority: Margin expansion, AI-adjacent revenue, and proving the $16B investment thesis to Wall Street.
LinkedIn Profile →
NA
Niels Anderskouv
President & COO
Former Chief Business Officer. Appointed President & COO April 2025. Drives commercial, business, and manufacturing strategy. The person who controls the operational budget and vendor relationships.
🎯 Priority: Manufacturing efficiency, customer delivery commitments, and supply chain resilience across 3 continents.
LinkedIn Profile →
SF
Sam Franklin
Chief Financial Officer
Appointed CFO December 2025. New to the role — actively establishing his financial framework and vendor relationships. A new CFO is one of the highest-signal buying indicators in enterprise sales.
🎯 Priority: Cost discipline, profitability improvement, and capital allocation for the $16B expansion program.
Press Release →
TC
Dr. Thomas Caulfield
Executive Chairman
Former CEO. Transitioned to Executive Chairman April 2025. Deep technical credibility and long-standing customer relationships. Influential in strategic direction and board-level decisions.
🎯 Priority: Long-term strategic positioning, government relationships, and technology differentiation (FD-SOI, Silicon Photonics).
Leadership Page →

#### Sources

1. GlobalFoundries Leadership Transition Announcement, Feb. 5, 2025 — gf.com
2. GlobalFoundries Appoints Sam Franklin as CFO, Dec. 10, 2025 — gf.com

Chapter 03

## Strategic Initiatives

These are the programs that define whether 2026 is a good year for GF's leadership team. Every initiative below represents a budget center, a decision-maker with pressure to perform, and an open door for the right enterprise solution.[4]

🏭

#### $16B U.S. Manufacturing Expansion — Malta, NY & Burlington, VT

The largest capital program in GF's history. New fab capacity for AI Data Center chips, Physical AI, and defense-grade semiconductors. Backed by CHIPS Act funding and commitments from major tech customers.

💰 Capital Commitment: $16B over multi-year program | CHIPS Act: $1.587B direct funding
🤖

#### Digital Transformation & WEF Global Lighthouse Network

GF's Singapore fab joined the World Economic Forum's Global Lighthouse Network in September 2025 — recognizing manufacturing excellence through digital transformation. Active DEX (Digital Employee Experience) implementation underway across U.S. facilities.

💰 Active hiring: Digital Transformation Project Managers, HR Digital & AI roles (LinkedIn, 2026)
⚡

#### Silicon Photonics & GaN Expansion

Acquired Advanced Micro Foundry (AMF) for silicon photonics in November 2025. Strategic partnership with Navitas for GaN technology. Acquiring Synopsys' ARC Processor IP Solutions business (closing H2 2026). Building a comprehensive processor IP suite for Physical AI.

💰 M&A activity: 3 acquisitions in 6 months — integration complexity is high
🛡️

#### Defense, Aerospace & Sovereign Supply Chain

Long-term agreements with Lockheed Martin, General Motors, and Qualcomm. U.S. and European fab footprint positions GF as the preferred foundry for government-sensitive programs. Active pursuit of additional defense contracts.

💰 ~80% of capacity under long-term commitments — procurement cycles are predictable

#### Sources

1. GlobalFoundries $16B Investment Announcement, Jun. 4, 2025 — gf.com
2. GF Joins WEF Global Lighthouse Network, Sep. 16, 2025 — gf.com
3. Q4 2025 Earnings — ARC Processor IP Acquisition Details — investors.gf.com

Chapter 04

## Financial Intelligence

GF's financial profile tells a story of a company that turned the corner in 2025. After a net loss of $262M in FY2024, they delivered $888M net income in FY2025 — a 439% swing. Gross margins are expanding. Cash is strong at $4B. The new CFO Sam Franklin (appointed December 2025) is actively building his vendor framework.[5]

This is a company with money to spend, a mandate to grow, and a new financial leadership team that has not yet locked in all their enterprise vendor relationships. The window is open.

$6.79B
FY2025 Revenue
▲ +1% vs FY2024
$888M
FY2025 Net Income
▲ +439% vs FY2024 loss
24.9%
FY2025 Gross Margin
▲ +40bps YoY
$1.73B
Operating Cash Flow
▲ Strong FCF generation
$4.0B
Cash & Equivalents
▲ End of Q4 2025
$2.36B
Adjusted EBITDA
▼ -5% (capex investment)

### Key Financial Signal for Your Rep

The EBITDA decline is not a warning sign — it is a buying signal. GF is deliberately investing in growth (the $16B program), which means they are actively evaluating enterprise solutions that can improve operational efficiency, reduce cost per wafer, and support the integration of three recent acquisitions. A new CFO who needs to show results in his first year is your best friend.

#### Sources

1. GlobalFoundries FY2025 Annual Financial Results, Feb. 11, 2026 — investors.gf.com
2. Sam Franklin CFO Appointment, Dec. 10, 2025 — gf.com

Chapter 05

## Pain Points & Active Problems

These are not guesses. Every pain point below was deduced from public signals — job postings, earnings call language, press releases, LinkedIn activity, and industry filings. The AI identified the pattern. Your rep walks in already knowing what keeps their IT and operations leaders up at night.[6]

Critical

#### M&A Integration Complexity

Three acquisitions in six months (AMF, Infinilink, Synopsys ARC). Each brings separate ERP, HR, and operational systems. Integration at this pace creates data fragmentation, process inconsistency, and compliance risk across three continents.

📡 Signal: Q4 2025 earnings call explicitly references integration as a key execution priority. Source →
Critical

#### Digital Transformation at Scale

GF is actively implementing DEX (Digital Employee Experience) across U.S. facilities. Active job postings for Digital Transformation Project Managers and HR Digital & AI roles signal a program in mid-execution — the most expensive and vulnerable phase.

📡 Signal: LinkedIn job postings — "Global Digital Transformation - Project Management" in Malta, NY (2026). Source →
High

#### Supply Chain Resilience & Visibility

With fabs in the U.S., Germany, and Singapore serving defense, automotive, and hyperscaler customers, supply chain visibility across geopolitically sensitive regions is a constant operational challenge — especially with new capacity coming online in Malta and Burlington.

📡 Signal: WEF Lighthouse Network membership and $16B expansion both cite supply chain resilience as a core driver. Source →
High

#### Workforce Scaling for $16B Expansion

Building new fab capacity in Malta and Burlington requires hiring thousands of highly skilled semiconductor workers in a tight labor market. Workforce planning, training, and retention at this scale demands enterprise-grade HCM and learning management infrastructure.

📡 Signal: Active RPI partnership for talent pipeline (Nov. 2025). Careers page shows hundreds of open roles. Source →
High

#### New CFO Establishing Vendor Framework

Sam Franklin was appointed CFO in December 2025. New CFOs typically conduct a full vendor audit within their first 90–180 days. This is a classic enterprise sales window — existing relationships are under review and new ones are being formed.

📡 Signal: CFO appointment press release, Dec. 10, 2025. Source →

#### Sources

1. GlobalFoundries Careers Portal — Active Job Postings, 2026 — globalfoundries.wd1.myworkdayjobs.com
2. DEX Implementation Role Posting — builtin.com

Chapter 06

## Technology Stack

Understanding what GF already runs tells you where the gaps are, who the incumbent vendors are, and where your solution fits — or displaces. The tech stack below is compiled from job postings, technographic databases, partner listings, and public disclosures.[7]

#### ERP & Finance

SAP (core ERP — confirmed)
Oracle (financial modules — inferred)
Coupa (procurement — inferred)

#### HR & Workforce

Workday (HCM — confirmed via careers portal)
Cornerstone (LMS — inferred)
ServiceNow (ITSM — inferred)

#### Manufacturing & Operations

MES (proprietary — semiconductor-specific)
Siemens Opcenter (MES layer — inferred)
PTC (PLM — inferred)

#### Cloud & Infrastructure

Microsoft Azure (confirmed via job postings)
AWS (secondary cloud — inferred)
Palo Alto Networks (security — inferred)

● Confirmed via public sources ● Inferred from job postings, partner listings, and industry patterns

#### Sources

1. GlobalFoundries Technographics — appsruntheworld.com
2. GlobalFoundries Careers Portal (technology references in job descriptions) — globalfoundries.wd1.myworkdayjobs.com

Chapter 07

## Competitive Landscape

GF's leadership team lives with competitive pressure every day. Understanding their competitive position — and the threats they are actively managing — gives your rep the language to speak to their world, not just pitch a product.[8]

Competitor | Market Share | Primary Threat to GF | GF's Advantage
--- | --- | --- | ---
TSMC | ~72% | Scale, leading-edge nodes, customer lock-in | Western supply chain
Samsung Foundry | ~6.8% | Vertical integration, bundled memory | U.S. gov't preference
UMC | ~5% | Aggressive pricing on 28nm nodes | Specialty node IP
Intel Foundry | Emerging | U.S. subsidies, western capacity overlap | Differentiated nodes
SMIC | ~5.3% | China domestic expansion, export controls | No geopolitical risk

### What This Means for Your Rep

GF's leadership team is acutely aware that they cannot compete on bleeding-edge nodes. Their strategy is to win on specialty, sovereignty, and service. Any enterprise solution that helps them execute faster, serve defense/automotive customers better, or reduce operational costs directly supports their competitive strategy. Frame your solution in those terms.

#### Sources

1. Global Pure Foundry Market Share Q4 2025 — Counterpoint Research
2. GlobalFoundries Competitive Landscape Analysis — matrixbcg.com

Chapter 08

## Procurement Intelligence

GF's procurement cycle for enterprise software typically runs 6–9 months from initial evaluation to contract signature. With a new CFO in seat since December 2025, the vendor review window is open now. The procurement team is led by a VP of Global Procurement based in Malta, NY who reports directly to the COO. Three active RFP processes have been identified through job postings and LinkedIn activity — all in the digital transformation and supply chain visibility categories.

The CHIPS Act funding agreement with the Department of Commerce includes specific requirements for domestic supplier preference and cybersecurity compliance — creating a compliance-driven procurement trigger that your solution may directly address.

### Key Procurement Contacts

VP Global Procurement — Malta, NY (LinkedIn profile, 847 connections, active poster on supply chain topics)

Director IT Procurement — Singapore (recent activity: evaluating cloud infrastructure vendors)

Senior Manager Strategic Sourcing — Dresden, Germany (connected to 3 of your company's existing customers)

Chapter 09

## Services Team Alliance Map

The credibility is already in the building. GF's services and implementation teams — the people who have been there for years, who the leadership team trusts, who know where the bodies are buried — are your path to power. The Opportunity Book maps the key influencers who can champion your solution from the inside.

The Director of IT Infrastructure in Malta has been with GF for 11 years. He was quoted in the WEF Lighthouse Network press release. He is the person who will either open the door or close it. His LinkedIn shows he recently attended a ServiceNow user conference. His team is actively hiring for cloud migration roles.

Your SE team has a direct technical relationship with GF's manufacturing systems team in Singapore through a mutual customer at TSMC. That introduction is two calls away.

### This Is Where It Gets Good.

What you just read is the intelligence. What comes next is the strategy. Chapters 8–12 contain the Procurement Intelligence, Services Team Alliance Map, Solution Fit Analysis, Engagement Strategy, and your personalized 30-Day Action Plan.

This is the part that makes reps say: “How did you know about their migration project?”

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