GlobalFoundries
GlobalFoundries · Investor Day · May 7, 2026

From Wall Street to the fab floor.

A cascade hub for general managers. Read the recap, pick a strategic goal, and walk into your next shift huddle with the words and numbers that connect what leadership said this week to the work your team will do tomorrow.

Section 01 · Recap

Investor Day, in plain language.

The big idea

The work in our fabs has never mattered more.

What leadership said

Tim Breen, CEO, opened Investor Day with a simple message: AI is a generational shift, and the world needs resilient semiconductor manufacturing more than ever. GF is uniquely positioned because we have all of it under one roof.

What it means for our plant

Every wafer that leaves our line is part of that story. Customers and governments are choosing GF specifically because of what we build here, the way we build it.

“If I leave you with one thing today, it's that sense of opportunity that meets a company well prepared to capitalize on it.”
Tim Breen, CEO
Say it

What we do in this plant is the reason customers like Broadcom, Marvell and Infineon stay with GF. That's not marketing — that's us.

AI data center

Silicon photonics is now a billion-dollar growth engine, and it's built by us.

What leadership said

An H100 GPU moves the equivalent of 1,000 human genomes of data every second. Copper can't keep up, so the industry is moving to optical, and GF has the leading silicon photonics portfolio out of Malta and Singapore.

What it means for our plant

The $1B silicon photonics target was pulled in from 2030 to 2028, with a new $2B target by 2030. That ramp runs through our tools, our people, our yield.

“Moving photons is easier than moving electrons. This transition is no longer a maybe — it's here.”
Tim Breen, CEO
Say it

When you hear 'silicon photonics,' that's our line. Every point of yield we add is a point of margin on a business doubling in size.

Powering the AI boom

A modern AI campus uses more power than Manhattan. We make the chips that move it.

What leadership said

Racks are jumping from kilowatts to megawatts. Getting from 800V at the grid down to 6V at the chip takes new GaN and BCD power chips, both areas where GF is leading.

What it means for our plant

GaN and BCD are targeted to add another $1B in revenue by 2030. The qualification work and yield ramps that get us there happen on our floor.

“If you think of networking as the nervous system of the data center, power is the blood.”
Tim Breen, CEO
Say it

Every GaN and BCD wafer we ship helps a hyperscaler turn the lights on. That's a direct line from our shift to a data center going live.

Physical AI

AI is moving out of the cloud and into the real world, faster than the internet did.

What leadership said

Physical AI devices have to sense, think, act and communicate. Gregg Bartlett, Chief Technology Officer, and Mike Hogan, Chief Business Officer, walked through real examples already shipping: SPAD sensors for autonomous driving, Siemens factory AI, and a wearable that detects heart-attack precursors.

What it means for our plant

MIPS and ARC give us the processor IP. Our fabs give those designs a place to become real silicon. Expect more new product introductions on our floor over the next 18 months.

“Within a decade, the boom in the data center will be met with an echo in the physical world: tens of billions of devices.”
Tim Breen, CEO
Say it

The next car, factory robot, or medical wearable that saves a life could be running on a chip that came off our line. That's what physical AI means for us.

The numbers

GF is in its strongest financial shape yet — and our work is part of why.

What leadership said

Sam Franklin, CFO, laid out the path: 30% gross margin exiting 2026, 40% by exit-2028, 45% long term. Strong free cash flow is what funds new tools, new programs, and the people who run them.

What it means for our plant

Productivity and yield from our plants drive 1–2 points of that margin expansion. A stronger balance sheet means steadier investment in our line: tools, training, and headcount we can plan around.

“Top-line growth and bottom-line performance. That's how we keep investing in the business and the people who run it.”
Sam Franklin, CFO
Say it

GF is in the strongest financial shape of its history. The cost-per-good-wafer work this team does is a direct reason why, and it's what keeps investment flowing back into our plant.

Now turn it into team objectives
Section 02 · Cascade

From a company goal to a team's tomorrow.

Pick a strategic goal. See it broken down into plant KPIs and team objectives you can own. Edit anything to fit your floor; your changes are saved here for next time.

Company goal

Grow silicon photonics to $2B by 2030

GF pulled in its $1B silicon photonics target from 2030 to 2028, and set a new $2B mark for 2030. Malta and Singapore carry the load.

Tim Breen, CEO, Investor Day, May 7, 2026
Plant KPIs
  • KPI 1
  • KPI 2
  • KPI 3
Team objectives
Talking points for today's huddle
  • 1Today's why: Grow silicon photonics to $2B by 2030.
  • 2Here's how this shift moves the needle: photonics wafer-out yield ≥ q3 target and fiber-attach first-pass yield ≥ 95%.
  • 3What I'm asking from each of you: tighten changeover time on the photonics line by 15% this quarter.
Take it to the floor

Generate a one-slide PowerPoint with this goal, the plant KPIs and team objectives, ready to drop into your next meeting deck.