Globalfoundries Inc. · NASDAQ:GFS
Globalfoundries — Investor Presentation (October 2026)
16 slides from Globalfoundries's investor presentation, Oct 14, 2026
Slide 1: GlobalFoundries Advancing Semiconductor Leadership in America
GlobalFoundries Advancing Semiconductor Leadership in America Investor Webinar | October 14, 2026 1
Slide 2: Welcome
Welcome Tim Breen Sam Franklin Eric Chow Chief Executive Officer Chief Financial Officer 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 Although we believe that the expectations reflected in our statements are We define Non-IFRS adjusted free cash flow as cash flow provided by statements” tha
Slide 4: Strategic Overview
Strategic Overview Accelerating need for GF’s differentiated technologies U.S. & Japan strategic imperatives to secure supply GF’s proven track record in execution and existing infrastructure Modular build out plan in Malta, NY Innovative financial model Strong stakeholder endorsement 4
Slide 5: Accelerating Need for GF's Differentiated Technologies
Accelerating Need for GF’s Differentiated Technologies Defining Megatrends Major GF End Markets An Explosion of Applications Home & Rapid Scaling of Automotive Industrial IoT AI Data Centers Proliferation of AI into the Smart Mobile Comms Infra & Devices Data Center Physical World 5
Slide 6: U.S. & Japan Strategic Imperatives to Secure Supply
U.S. & Japan Strategic Imperatives to Secure Supply Trusted supply for Access to U.S.-based chips critical to capacity for Japanese national security customers Reduces reliance Reduces on geographically concentration risk concentrated and tariff exposure supply ~27,000 construction, Opportunity for
Slide 7: GF's Proven Track Record in Execution
GF’s Proven Track Record in Execution GF's Greenfield Buildout in Malta, New York ▪ Proven ability to deliver large-scale greenfield builds end-to-end in the U.S. ▪ One of the largest public-private partnerships and manufacturing projects in New York State Malta site prior to GF construction Current
Slide 8: Modular Build Out Plan in Malta, NY
Modular Build Out Plan in Malta, NY Advantages of GF’s Malta Site Existing Fab 8 Phase 1 planned construction Phase 2 site Phase 1 shovel-ready Strong economies of scale Existing infrastructure Fab 8 Experienced, broad talent base Phase 1 Phase 2 Strong state & county support U.S. DoD Trusted Foundr
Slide 9: Construction and Operational Timeline
Construction and Operational Timeline Pre-building Infrastructure Tooling / Optimization 2026 2027 2028 2029 2030 2031 2032 2033 Beyond → Phase 1 Construction & Infrastructure ←Ready for equipment Initial Tooling ←First Wafer Out Capacity Ramp & Optimization ↑ Baseline Capacity Achieved Phase 2 Engi
Slide 10: An Innovative Model For Capacity Expansion
An Innovative Model For Capacity Expansion Customers Wafer Revenue Builds and operates the fab Phase 1 + 2 up to ~1.8M wafers/yr* Funds and owns fab Provides technology – infrastructure & tooling & Incl. FDX, UX and BCD operating expenses Special Purpose Manages operating expenses, Vehicle SPV Infra
Slide 11: Technology & Fab Management Services Overview
Technology & Fab Management Services Overview Key Fees & Services (Phase 1 Fab Only) EBITDA Sharing Operating Management Fee Construction Management Fees Technology Fees* Beyond 2035 2027 2028 2029 2030 2031 2032 2033 2034 2035 GF service model critical to the technology enablement, construction and
Slide 12: Substantial Shareholder Value Creation
Substantial Shareholder Value Creation Efficient scale effects drive stronger margin accretion Phase 1 Fab Only: 100-200 bps 200-300 bps Annual Gross margin(1) accretion Annual Op. margin(1) accretion over the long-term over the long-term Starting from 30-50 bps accretion in 2027 Starting from 100-2
Slide 13: Strong Stakeholder Support
Strong Stakeholder Support U.S. Department of Commerce Apple “ With Japan’s investment funding and GlobalFoundries’ partnership, two large semiconductor chip manufacturing facilities will be built in the U.S., creating thousands of high-paying jobs for American workers.” — Howard Lutnick, U.S. Secre
Slide 14: Closing
Closing 14
Slide 15: Appendix
fi : 7 Appendix
Slide 16: Financial Measures (Non-IFRS)
Financial Measures (Non-IFRS) In addition to the financial information presented in accordance with International Financial The guidance provided contains forward-looking statements as defined in the U.S. Private Reporting Standards ("IFRS"), this presentation includes the following Non-IFRS financi
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