GLOBALFOUNDRIES Inc. (GFS) Competitors & Peers
The 5 largest companies in the same industry as GLOBALFOUNDRIES Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Peer | $186.64 | P/E 23.6RSI 31Cap 4.52 T |
| TSM | Peer | $375.44 | P/E 24.3RSI 36Cap 1.95 T |
| AVGO | Peer | $293.69 | P/E 37.5RSI 33Cap 1.39 T |
| AMD | Manufacturer | $449.04 | P/E 96.0RSI 38Cap 732.2 B |
| MU | Peer | $690.00 | P/E 9.3RSI 31Cap 778.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- CRUSSupplier
GlobalFoundries is a primary foundry for Cirrus Logic; Capacity Reservation and Wafer Supply Commitment Agreement signed FY2022, amended Feb 18, 2025 to define quarterly wafer spread through CY2026 (CRUS FY2025 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - QCOMCustomer
Qualcomm is a primary customer of GlobalFoundries, with long-term supply agreements for RF-SOI wafers extending through 2028.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AMDManufacturer
GlobalFoundries manufactures mature nodes and specialized I/O chips under strategic agreements for AMD.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- MRAMManufacturer
GlobalFoundries serves as the primary and exclusive wafer fabrication foundry for Everspin's STT-MRAM and Toggle MRAM products.
Model-inferred, unverified — treat as a lead, not evidence - INDIManufacturer
GlobalFoundries collaborates to manufacture Indie's high-performance automotive radar SoC family on 22FDX.
Model-inferred, unverified — treat as a lead, not evidence - GROQSupplier
GroqLPU fabricated at GlobalFoundries 14nm; future generations to TSMC.
Model-inferred, unverified — treat as a lead, not evidence - PSIQUANTUMSupplier
GlobalFoundries fabricates PsiQuantum photonic chips.
Model-inferred, unverified — treat as a lead, not evidence - QCOMSupplier
GF supplies RF/SOI wafers for Qualcomm.
Model-inferred, unverified — treat as a lead, not evidence - SOITECSupplier
Soitec is GFS's largest silicon wafer supplier, specifically providing SOI wafers under long-term agreements.
Model-inferred, unverified — treat as a lead, not evidence - NXPISupplier
GF + NXP signed multi-year wafer supply agreement (auto/IoT).
Model-inferred, unverified — treat as a lead, not evidence - GROQSupplier
GlobalFoundries fabricated Groq's earlier generation AI chips before the transition to Samsung's 4nm.
Model-inferred, unverified — treat as a lead, not evidence - MCHPSupplier
GlobalFoundries manufactures mature node mixed-signal and logic microchips for Microchip's portfolio.
Model-inferred, unverified — treat as a lead, not evidence - MCHPSupplier
GlobalFoundries manufactures mature node mixed-signal and logic microchips for Microchip's portfolio.
Model-inferred, unverified — treat as a lead, not evidence - IFNNYSupplier
GF supplies specialty wafers (BCD/40nm) to Infineon.
Model-inferred, unverified — treat as a lead, not evidence - LRCXSupplier
Lam supplies tools to GF.
Model-inferred, unverified — treat as a lead, not evidence - AMATSupplier
AMAT supplies process tools to GF fabs.
Model-inferred, unverified — treat as a lead, not evidence