GlobalFoundries Company Profile (2026): Semiconductor Foundry and AI
Company Profile | Semiconductors | Updated August 2026
GlobalFoundries: The Semiconductor Foundry & AI Data Center Leader
GlobalFoundries (NASDAQ: GFS) is a global leader in semiconductor manufacturing. Q2 2026 revenue was $1.786 billion, up 6% year-over-year, with AI data center revenue growing 62% year-over-year.
Executive Summary
GlobalFoundries is a global leader in semiconductor manufacturing and foundry services. In Q2 2026, GlobalFoundries reported revenue of $1.786 billion, up 9% sequentially and 6% year-over-year. Non-IFRS gross margin expanded to 29.9%. AI data center revenue grew 62% year-over-year. The company raised 2026 revenue growth expectations for that end market to 50-60%, up from its prior high-30% outlook. Adjusted EPS was $0.46 versus the $0.43 consensus.
Company Overview
GlobalFoundries was formed in 2009 when AMD spun off its manufacturing operations and merged with Chartered Semiconductor. The company is headquartered in Malta, New York, and provides semiconductor foundry services to fabless semiconductor companies worldwide.
Key Takeaways
- Q2 2026 revenue of $1.79B, up 6% YoY.
- Non-IFRS gross margin of 29.9%.
- AI data center revenue up 62% YoY.
- AI revenue growth outlook raised to 50-60%.
- $675M in government support.
- GlobalFoundries Investor Relations – investors.gf.com
- NASDAQ – GlobalFoundries Q2 2026
- Investing.com – GlobalFoundries Q2 2026
Profile compiled August 2026. Information is current as of the date of compilation.