GLOBALFOUNDRIES(US:GFS) Jing Ji Guan Cha Wang·2026-02-12 17:24Core Insights - The company demonstrated robust performance in Q4 of FY2025, with ongoing structural optimization [1] Financial Performance - Revenue reached $1.83 billion for the quarter, reflecting a quarter-over-quarter increase of 8.4%, exceeding the company's guidance upper limit, but a slight year-over-year decline of 1.1% [2] - Non-IFRS gross margin improved to 28.7%, up 2.7 percentage points quarter-over-quarter, marking a quarterly record; earnings per share (EPS) stood at $0.47, aligning with the guidance upper limit [2] - Operating cash flow was $320 million, with free cash flow at $190 million, supporting capital expenditures and R&D investments [2] Business Developments - The automotive electronics segment accounted for 19% of revenue, showing a year-over-year growth of 12%; strong demand in communication infrastructure and physical AI (such as silicon photonics) is noted, with a long-term revenue target of $1 billion for the silicon photonics business [3] - The mobile business's revenue share decreased to 38%, with its negative impact on overall performance diminishing [3] - The share of high-margin specialty processes increased to 32%, contributing to the improvement in gross margin [3] Strategic Initiatives - Global capacity utilization remains high at over 95%, with expansion efforts in the New York and Dresden facilities, aiming for an additional monthly capacity of 12,000 wafers by 2025 [4] - The company benefits from policy incentives under the U.S. CHIPS and Science Act and the EU Chips Act, deepening its supply chain diversification strategy [4] Future Outlook - The company projects Q1 FY2026 revenue between $1.85 billion and $1.90 billion, indicating a quarter-over-quarter growth of 1.1% to 3.8%; the full-year revenue growth guidance is set at 5% to 7% year-over-year [5]