Morningstar
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Feb 13, 2026
GLOBALFOUNDRIES Inc.: GlobalFoundries Signals Broad Recoveries, Leans on Aerospace, Automotive, and Defense Markets
Summary
GlobalFoundries is a top-five contract semiconductor manufacturer globally. It was originally the manufacturing arm of Advanced Micro Devices before it was spun out in 2009. The foundry sells chips into a range of end markets including smartphones, PCs, Internet of Things, data centers, automotive, industrial, and so on, but primarily focuses on more mature process technologies. Until 2021, the firm was privately held by Mubadala Investment, the sovereign wealth fund of the United Arab Emirates, which remains its controlling shareholder today. Globa
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Analyst Profile
Phelix Lee
Equity Analyst
Phelix Lee is an equity analyst for Morningstar Investment Management Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He covers Asia tech stocks, with a focus on Greater China.Before joining Morningstar in 2019, Lee spent five years at a Hong Kong-based brokerage firm as an equity analyst covering small/mid-cap names in tech hardware.Lee holds a Bachelor of Business Administration (Honours) in financial services from the Hong Kong Polytechnic University. He also holds the Chartered Financial Analyst® designation.
