Who are GlobalFoundries’ biggest customers?

Numbers, method and sources

Quote

20-F · filed Feb 27, 2026

Share of revenue per customer, as the filing states it. US GAAP requires disclosure only for customers with at least 10% of revenue; a year without a customer means below 10% or not disclosed. Labels like “Customer A” are the filer’s own; the same label is not guaranteed to be the same customer every year.

Source: the filing’s tagged data (XBRL ConcentrationRiskPercentage, benchmark revenue), or the filing text where a share is not tagged.

FY2025

• Customer A (unnamed) 16.4% of wafer revenue

  Quoted above.

• Customer C (unnamed) 13.9% of wafer revenue

  “Customer C amounted to 13.9% of total wafer revenue in 2025, and less than 10% for 2024 and 2023.”

  20-F · filed Feb 27, 2026

FY2024

• Customer A (unnamed) 15.7% of wafer revenue

  Quoted above.

• Customer B (unnamed) 10.7% of wafer revenue

  Quoted above, from the FY2025 annual report.

FY2023

• Customer A (unnamed) 17% of wafer revenue

  Quoted above.

FY2022

• Customer B (unnamed) 16%

  “The Company earned a substantial portion of revenue from two customers in 2022, 2021 and 2020: Customer A amounted to 9%, 12% and 21% of total revenue, respectively, and Customer B amounted to 16%, 15%, and 11% of total revenue, respectively.”

  20-F · filed Apr 14, 2023

FY2021

• Customer B (unnamed) 15%

  “The Company earned a substantial portion of revenue from two customers in 2019, 2020 and 2021: Customer A amounted to 28%, 21% and 12% of total revenue, respectively, and Customer B amounted to 8%, 11%, and 15% of total revenue, respectively.”

  20-F · filed Mar 31, 2022

• Customer A (unnamed) 12%

  Quoted above.

FY2020

• Customer A (unnamed) 21%

  Quoted above, from the FY2021 annual report.

• Customer B (unnamed) 11%

  Quoted above, from the FY2021 annual report.

FY2019

• Customer A (unnamed) 28%

  Quoted above, from the FY2021 annual report.

SEC filings only. No market data.