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GlobalFoundries reported Q4 2025 revenue of $1.83 billion, flat year-over-year but up 8% sequentially, with full-year revenue at $6.791 billion. The company saw gross margin rise to 29% in Q4. The Communications Infrastructure and Data Center segment grew 32% year-over-year to $225 million, with silicon photonics revenue doubling to over $200 million.

Automotive revenue increased to $427 million, up 3% year-over-year. The smart mobile devices segment declined 11% to $657 million. GlobalFoundries plans to expand its silicon photonics business and invested approximately $700 million in capital expenditures, including a €1.1 billion expansion in Dresden, Germany. Acquisitions included Advanced Micro Foundry to enhance its photonics capabilities.