GlobalFoundries Inc. (NASDAQ:GFS) Goldman Sachs Communacopia & Technology Conference September 8, 2025 4:45 PM EDT
Company Participants
John Hollister – Chief Financial Officer
Conference Call Participants
James Schneider – Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Senior Research Analyst
Okay. Let’s get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communicopia Technology Conference. My name is Jim Schneider. I’m the semiconductor analyst here at Goldman Sachs. It’s my pleasure to welcome GlobalFoundries and CFO, John Hollister, at the stage today. Thank you, John.
John Hollister
Chief Financial Officer
It’s great to be here. Appreciate it.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
Thank you for being here. Maybe, John, I just want to start off and level set with a couple of higher-level questions about GlobalFoundries in your business. Company stands as the foundry providing specialized CMOS processes, focus on nodes sort of above 10 nanometers, with sites spanning U.S. Asia and Europe. At the highest level, tell us a little bit about some of the capabilities that you bring to the table, why customers come to you and why you win?
John Hollister
Chief Financial Officer
Yes, certainly. So Jim, I want to start out with an overview of our strategy. So really, we have 3 pillars to the strategy for GlobalFoundries. First, it starts with our differentiated technology. We have the ability with the analogic signal to, as you mentioned, pursue opportunities in the manufacturing space that’s above 10 nanometers from 12 and 14-nanometer FinFET up to 180-nanometer and many points in between there. And within that, we can provide highly differentiated technology where we can address our customer needs.
That takes me to the second pillar, which is that we have deep, strong, long-standing relationships with our customers. And part of our approach here is
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