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GlobalFoundries Dresden (Fab 1), operated by GLOBALFOUNDRIES Dresden Module One LLC & Co. KG, is a 300mm semiconductor wafer fab in Dresden, Germany — Europe's largest chip factory by capacity, with roughly 3,000 employees and ~950,000 wafer-equivalents/year of annual output.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
GF FY2025 20-F: 'If we are unable to obtain 300mm SOI wafers from Soitec S.A. (Soitec), our primary supplier ... In 2025, Soitec accounted for approximately 71% of our SOI wafer spend' (61% in 2024). Exhibit 4.13, 2024-2025 Mixed Product Addendum effective 2024-10-09, between GlobalFoundries U.S. Inc. (Malta, NY) and Soitec S.A. (Bernin, FR), with Soitec Microelectronics Singapore Pte. Ltd (Pasir Ris, SG) also supplying as part of the Supplier Group; separate purchase addenda cover GF Dresden. The filings do not say which Soitec plant ships to which GF fab, so the route is not pinned. Volumes and prices redacted.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇩🇪 DE accounts for 100% of severity-weighted pressure.