Customer EngagementRobust design-win momentum with deep customer engagement, with 90% of recent design wins achieved on a sole-source basis, indicating deep customer engagement and confidence in its specialized capabilities.
Government Support And InvestmentInvestments under the CHIPS Act in the U.S. are driving expansions at GFS’s New York facility, including advanced packaging and photonics capabilities, supported by approximately USD1.5 billion in federal funding.
Strategic PositioningGFS has a differentiated position in Silicon Photonics and autos, which now make up a quarter of total wafer revenue.