Globalfoundries

Sphere gulf

Pocket Foundries

Mubadala controls 82% — specialty/mature-node foundry, trusted supplier to auto/defense/RF.

The metrics — click any for its citations + threads

Posture high: consolidating 2 src →
Capital · available high: ~$3.0B cash + ST investments; total debt ~$1.7B (net cash ~$1.3B) — modest but clean balance sheet 1 src →
Capital · operating high: ~$1.9B/yr operating cash flow (TTM $1,942M; FY2025 $1,731M) — comfortably self-funding 1 src →
Capital · deployed high: ~$0.9B/yr capex (TTM $868M, well under OCF); CHIPS $1.5B (first major award, Feb-2024) + $375M quantum foundry (May-2026); Mubadala 82% parent backstop 2 src →
Capital · in high: inflows: ~$6.84B/yr revenue (TTM; FY2025 $6,791M) + US CHIPS $1.5B + $375M quantum + Mubadala 82% sponsor capital 2 src →
Capital · out high: outflows: ~$0.9B/yr fab capex; no meaningful dividend; FCF TTM ~$1.07B (positive) — retained/reinvested 1 src →
Optionality med: mixed — self-funded and FCF-positive (real freedom at its scale), but Mubadala's 82% control directs strategy; small absolute cash pile caps big-bet capacity 2 src →
Gravity high: GROSS ~$6.84B/yr revenue for specialty/mature nodes (auto/defense/RF/IoT); #3 foundry and a trusted, US-secure supplier — strategic reliability gravity beyond its modest dollar size … 2 src →

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