格罗方德：在中国，为中国

Core Insights - China is a crucial market for GlobalFoundries, which has a strong commitment to investing in the region due to its rapidly growing semiconductor industry and the company's extensive experience and established customer relationships in China [1][3]. Group 1: Strategic Focus - GlobalFoundries has identified three key areas for growth in China: electric vehicles, industrial IoT (including personal IoT), and mobile devices [1]. - The company operates under a "China for China" strategy, emphasizing local production and delivery to meet the needs of Chinese customers [8][9]. Group 2: Operational Capabilities - GlobalFoundries has an annual revenue close to $7 billion and can ship 2 million 12-inch wafers annually from its four factories across three continents [3]. - The company has developed a matrix of differentiated technologies, including power, ultra-low power CMOS, silicon photonics, RF, multifunctional integrated CMOS, and MIPS [3][4]. Group 3: Technological Differentiation - In the power sector, GlobalFoundries is the only company providing significant technology support in BCD and GaN [4]. - The acquisition of MIPS has expanded GlobalFoundries' capabilities, allowing it to offer integrated solutions for various end markets, including automotive and industrial applications [5][6]. Group 4: Collaboration and Local Partnerships - GlobalFoundries collaborates with local foundries, such as Guangdong Zengxin, to implement its "China for China" strategy, focusing initially on automotive processes [8][9]. - The partnership aims to leverage local expertise to produce automotive-grade chips, addressing the growing demand in the Chinese automotive market [9][10]. Group 5: Future Outlook - The company plans to strengthen its local team to enhance service capabilities for Chinese customers and expand its presence in industrial and mobile markets [11].