Globalfoundries Inc. · NASDAQ:GFS
Globalfoundries — Investor Presentation (March 2026)
25 slides from Globalfoundries's investor presentation, March 2026
Slide 1: GF at the Forefront of the Photonics & Advanced Packaging Revolution
GF at the Forefront of the Photonics & Advanced Packaging Revolution Investor Webinar March 2026 1
Slide 2: Eric Chow, Head of Investor Relations
Eric Chow Head of Investor Relations 2
Slide 3: Disclaimer: Forward-looking Statements and Third-party Data
Disclaimer: Forward-looking Statements and Third-party Data This presentation and the accompanying oral presentation include “forward-looking statements” that reflect our current expectations and views of future events. These forward-looking statements are made under the “safe harbor” provisions of
Slide 4: Mike Hogan, Kevin Soukup, Gregg Bartlett
Mike Hogan Kevin Soukup Gregg Bartlett Chief Business Officer SVP – Silicon Photonics Chief Technology Officer 4
Slide 5: The AI Data Center Revolution
The AI Data Center Revolution 5
Slide 6: Key Themes Defining AI Data Centers
Key Themes Defining AI Data Centers AI Workloads Driving Explosive Forcing a Fundamental Shift in Leading to Critical Growth in Compute Demand Infrastructure Requirements System-Level Objectives Explosion of Global Data Transition from Copper to Reach ~24,000 EB of annual global wide area Optical to
Slide 7: The Benefits of Optical Networking
The Benefits of Optical Networking Critical Industry Needs Copper Interconnect Optical Networking Reach <2 m >>100m Bandwidth Density <1 Tb/s/mm >10 Tb/s/mm Energy Efficiency >5 pJ/bit 2-5 pJ/bit Compute Efficiency ~15% GPU Utilization ~85% GPU Utilization At data rates beyond 200G per lane, Optical
Slide 8: Optical Solutions Embraced by Industry Leaders
Optical Solutions Embraced by Industry Leaders “ “ Copper-based interconnects used in today's scale- You are going to see a transition to optics… from a up systems are approaching their fundamental limits I/O density point of view, from a bandwidth point of in reach and bandwidth, creating a compell
Slide 9: Silicon Photonics: GF Leadership & Opportunity
Silicon Photonics: GF Leadership & Opportunity 9
Slide 10: Why GF Wins In Silicon Photonics
Why GF Wins In Silicon Photonics GF Advantages GF Capabilities/Roadmap Enabling for our Customers • Leading device portfolio Technology Leadership • Thru-silicon vias • Broadband couplers Accelerated time to market on highly • In-house turnkey design Design Support & Ecosystem • Strategic partners i
Slide 11: Specialized GF Solutions Across All Use Cases
Specialized GF Solutions Across All Use Cases Selected Portfolio Examples Pluggables Co-Packaged Optics (CPO) Long-Range 400G/800G ZR+ Greater distance & capacity Not applicable 1.6T CIM8` Scale-Out 800G DR4 / 1.6T DR8 1.6T (200G/λ MRM-based) High bandwidth, low loss 1.6T DR4 / 3.2T DR8 CWDM Bi-Dir
Slide 12: Voice of the Customer
Voice of the Customer “ “ The 45CLO process offers a robust portfolio of device and GlobalFoundries is a strong development partner and a key coupling options that enable bandwidth scaling and supplier for our next generation of optical networking improve energy efficiency for advanced scale-up opti
Slide 13: Recent Acquisitions Accelerating GF's progress
Recent Acquisitions Accelerating GF’s progress Scale & Geography Differentiated IP + + Singapore operation adds second strategic GF platform experience; IP for photonic control, manufacturing location for GF modulator enhancement, other innovation + Complementary Customers + Design Services Immediat
Slide 14: GF's Solid Foundation & Robust Roadmap
GF’s Solid Foundation & Robust Roadmap Innovating in All Three Dimensions Groundbreaking Products in Development Bit Rate (per lane) ≥800G 400G 200G Next Gen Optical 100G Networking Optical Compute 50G 1λ (DR) Detachable Broadband Coupler 4λ (FR) Fiber Array 16λ dWDM Fiber Bundle 32λ dWDM Optical In
Slide 15: Advanced Packaging: Accelerating GF's Differentiation
Advanced Packaging: Accelerating GF’s Differentiation 15
Slide 16: Co-Packaged Optics: A Critical New Innovation
Co-Packaged Optics: A Critical New Innovation AI XPU/ASIC & Co-Packaged Optics • Massive optical bandwidth & low latency • Enables terabit-scale optical I/O, reducing power and reach constraints • GPU utilization goes from 15% to 85% for AI workloads Performance Power Size Integration Faster data tr
Slide 17: Complete CPO Development Under One Roof
Complete CPO Development Under One Roof Fully integrated manufacturing: from Si substrate to known-good optical module Malta, New York Photonic Wafer Optical I/O Optical Wafer Optical Module Optical Fabrication Integration Testing Assembly Modules Test Modulators, Wave Detachable Broadband Optical F
Slide 18: Scaling Designs With Trusted Partners
Scaling Designs With Trusted Partners IP / Design EDA Test Detachable Bringing Together Laser Fiber a Complete Providers Ecosystem Research Assembly Partners 18
Slide 19: Packaging Capability Expands Beyond Photonics
Packaging Capability Expands Beyond Photonics 3D Capabilities + Heterogenous Integration = An Exponential Differentiation Multiplier Selected Examples In Production In Development In Roadmap Image Image Sensor: 12LP+ EIC EIC-PIC W2W bonding SiGe HBT SiGe-HBT: FDX W2W for Sensor for next gen imaging
Slide 20: The Market Opportunity
The Market Opportunity 20
Slide 21: Capacity Ramp Driven by Demand & Incentives
Capacity Ramp Driven by Demand & Incentives Strong Government Partnerships Are a Critical Enabler • Full turnkey advanced packaging, bump, assembly and testing under Trusted Foundry accreditation. Advanced Packaging & • Advanced packaging, wafer-to-wafer bonding, assembly and testing of 3D and HI ch
Slide 22: A Significant, Fast-Growing Opportunity
A Significant, Fast-Growing Opportunity With a Well-Rounded Portfolio, GF is Participating Via Many Vectors Wafer Serviceable Addressable Market Comms Infrastructure 2030 & Data Center (CID) Optical Networking $11B ~25% CID Wafer SAM CAGR 2025 2030 ~40% Optical Networking Wafer SAM CAGR 2025 2030 •
Slide 23: Clear Line-of-Sight to Accelerated Revenue
Clear Line-of-Sight to Accelerated Revenue Faster Market Penetration │ Broader Product Portfolio │ Greater Margin Accretion Silicon Photonics Revenue Growth Requires Investment Prior Expectations Capacity Scalable With Current >$1Bn run-rate Actual Performance Cleanroom Space Current Expectations +
Slide 24: Q&A
Q&A 24
Slide 25: Thank You
Thank You The information contained herein is the property of GlobalFoundries and/or its licensors. This document is for informational purposes only, is current only as of the date of publication and is subject to change by GlobalFoundries at any time without notice. GlobalFoundries, the GlobalFound