GlobalFoundries Inc. · NASDAQ:GFS
GlobalFoundries — Merger or Acquisition (July 2022)
7 slides from GlobalFoundries's merger presentation, July 2022
Slide 1: GF and STMicroelectronics form strategic manufacturing alliance
GF and STMicroelectronics form strategic manufacturing alliance July 2022
Slide 2: Disclaimer
Disclaimer This presentation and any accompanying oral presentation include express and implied “forward-looking statements” that reflect our current expectations and views of future events. These forward-looking statements are under the “safe harbor” provisions of the U.S. Private Securities Litiga
Slide 3: Partnering for European expansion
Partnering for European expansion Targeting Robust demand Backed by Modular Attractive and attractive for differentiated CUSTOMER FOOTPRINT Accretive to LT growth TECHNOLOGIES pre-pays and expansion in BUSINESS MARKETS agreements Europe MODEL Customers Auto Accretive to ~20% France GF Model ~2x1 3 ~
Slide 4: Customer and Industry support
Customer and Industry support “As we emerge from the current critical parts shortage for the Automotive "MediaTek continues to see strong growth in IoT and Mobility industry, Volkswagen is taking strong steps to build resiliency in the supply applications. As a long-standing collaboration partner of
Slide 5: Modular capacity extension
Modular capacity extension Leveraging existing ST facility GF co-managed facility § On site GF management supplemented by Dresden expertise § Direct oversight of all planning and operations § Depreciation, fixed and variable cost sharing model based on actual utilization and consumption § Stable and
Slide 6: Attractive & Accretive to GF LT model
Attractive & Accretive to GF LT model Public-Private partnership delivers significant capital efficiency Accretive to -50% Long-term gross margin Accretive to Long- ~$5.5k term RoIC Greenfield Net SGP Expansion GF France Net Payback < 5 years Capex Intensity Net Capex Capex Intensity / Wafer Intensi
Slide 7: Thank you
For further information, please contact: Investor Relations [email protected] Thank you The information contained herein is confidential and the property of GlobalFoundries and/or its licensors. This document is for informational purposes only, is current only as of the date of publication and is subject to