~12 min read · 2,806 words ·updated 2026-04-29 ·
confidence 75%
Source log — GlobalFoundries Inc. (NASDAQ: GFS, CIK 0001709048)
This file is the canonical inventory of every primary URL cited anywhere in the GFS KB. An analyst auditing “what sources is this knowledge base built on” should be able to start here. Every refresh appends new sources by URL + first-seen date and updates per-source last-verified dates.
Source hierarchy (per project source-validation rule):
- SEC primary (10-K, 10-Q, 8-K, DEF 14A, Schedule 13D/G, S-1, S-3, 424B5, Form 4) — public domain, quote freely. GFS is a US-domestic-issuer Section-12 filer; Form 4 / Section 16 applies.
- GF corporate (gf.com, investors.gf.com, GlobeNewswire / PR Newswire / Business Wire mirrors) — primary corporate sources.
- Partner press releases (LWLG, NLM Photonics, Marvell, Ayar Labs, Lightmatter, PsiQuantum, Ranovus, A*STAR) — primary corporate sources from collaboration counterparties.
- Conference proceedings (OFC, ECOC, IPC, IEEE Photonics, ECTC) — primary technical venues.
- Peer-reviewed papers (DOI-citable; SiPh process + integration-architecture references) — primary technical.
- Trade press (Photonics Media, Laser Focus World, EE Times, Semiconductor Engineering, Reuters, Bloomberg, Semiconductor Today, Optics.org, Photonics Online) — secondary structured.
- Industry forecasts (LightCounting, Dell’Oro, 650 Group, Cignal AI, Mordor Intelligence, TrendForce) — secondary structured.
- Aggregator / sentiment (Stocktitan, Yahoo Finance, MarketBeat, Stocktwits) — Tier 2 input.
Confidence-flag conventions:
- ✓ verified-primary
- ◐ partial / single-source / paraphrased
- ⚠ inferred / unconfirmed
1. SEC EDGAR — GlobalFoundries Inc. (CIK 0001709048)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048 | EDGAR company browse | source_log, all KB | 2026-04-29 ✓ |
| https://www.sec.gov/Archives/edgar/data/1709048/ | Archives root | source_log | 2026-04-29 ✓ |
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048&type=10-K | EDGAR 10-K index — FY 2024 + FY 2025 annuals | bull_case, bear_case, primary_filings_index | 2026-04-29 ✓ |
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048&type=10-Q | EDGAR 10-Q index — quarterly filings | primary_filings_index | 2026-04-29 ✓ |
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048&type=8-K | EDGAR 8-K index — material-events filings | primary_filings_index | 2026-04-29 ✓ |
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048&type=DEF+14A | EDGAR DEF 14A index — annual proxy filings | primary_filings_index | 2026-04-29 ✓ |
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048&type=SC+13G | EDGAR Schedule 13G index — Mubadala beneficial-ownership disclosures | primary_filings_index | 2026-04-29 ✓ |
| https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001709048&type=4 | EDGAR Form 4 index — insider transactions (Section 16 applies) | primary_filings_index | 2026-04-29 ✓ |
| https://www.stocktitan.net/sec-filings/GFS/schedule-13g-a-globalfoundries-inc-amended-passive-investment-disclos-85edfe3598e4.html | Mubadala SC 13G/A reporting 77.05% stake (post March 2026 secondary offering) | bear_case Pillar 1, risks K1, valuation_ranges, open_questions | 2026-04-29 ✓ |
2. GF corporate — investor relations + press releases
3. Partner press releases & corporate sources
4. CHIPS Act + government primary sources
5. AMF acquisition trade-press coverage
6. POET-AMF Singapore-context sources (cross-thesis)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://optics.org/news/11/9/25 | ”Singapore Si photonics + lasers collaboration” — pre-history of POET Singapore subsidiary | cross_thesis_implications | 2026-04-29 ◐ |
| https://www.poet-technologies.com/news/2022-apr-19 | POET joins SHINE consortium with AMF (Apr 2022) | cross_thesis_implications | 2026-04-29 ✓ |
| https://www.globenewswire.com/news-release/2022/04/19/2424357/0/en/POET-Technologies-Joins-New-Center-for-Photonics-Integration-as-Founding-Member.html | POET-SHINE GlobeNewswire mirror | cross_thesis_implications | 2026-04-29 ✓ |
| https://convergedigest.com/poet-technologies-joins-singapores/ | Converge Digest POET-SHINE coverage | cross_thesis_implications | 2026-04-29 ◐ |
| https://compoundsemiconductor.net/article/114623/POET_Joins_Singapore_Photonics_Centre_as_Founding_Member | Compound Semiconductor POET-SHINE coverage | cross_thesis_implications | 2026-04-29 ◐ |
7. Peer-reviewed literature & technical references
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://ieeexplore.ieee.org/document/8678809/ | Rakowski et al. 300-mm Monolithic Silicon Photonics Foundry Technology IEEE J. Sel. Topics Quantum Electron. (2019), DOI 10.1109/JSTQE.2019.2911113 — foundational Fotonix process paper | bull_case Pillar 1 | 2026-04-29 ✓ |
| https://www.optica.org/events/webinar/2025/10_october/300-mm_monolithic_cmos_silicon_photonics_foundry_technology/ | Optica 300mm Monolithic CMOS SiPh foundry technology webinar (Oct 2025) | bull_case Pillar 1 | 2026-04-29 ◐ |
| https://www.cmc.ca/globalfoundries-silicon-photonics-9wg/ | CMC Microsystems — GF SiPh 9WG platform reference | 00_overview, bull_case Pillar 1 | 2026-04-29 ✓ |
| https://doi.org/10.1364/OPTICA.544016 | Horst et al. Optica 12, 325 (2025) — POH 1.1 THz EO bandwidth (Polariton/LWLG) | risks X5, cross_thesis_implications, MRVL cross-ref | 2026-04-29 ✓ |
8. Industry forecasts + market intelligence
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://eu.36kr.com/en/p/3609358820295937 | ”Foundries covet silicon photonics market” — industry analysis | bull_case Pillar 1, bear_case Pillar 5 | 2026-04-29 ◐ |
| https://semiengineering.com/chip-industry-week-in-review-112/ | SemiEngineering chip industry weekly | bear_case Pillar 5 | 2026-04-29 ◐ |
| https://www.fortunebusinessinsights.com/blog/top-10-semiconductor-foundry-companies-11178 | Top 10 semiconductor foundries 2026 | source_log | 2026-04-29 ◐ |
| https://exoswan.com/photonics-stocks/ | Top silicon photonics stocks 2026 | source_log, NLM background | 2026-04-29 ◐ |
| https://www.globenewswire.com/news-release/2025/11/12/3186012/0/en/Tower-Semiconductor-Announces-New-CPO-Foundry-Technology-Available-On-Tower-s-Leading-Sipho-and-EIC-Optical-Platforms.html | Tower Semiconductor CPO foundry technology (Nov 12 2025) — competitive context | bear_case Pillar 5, risks X1, T4, F4, cross_thesis_implications | 2026-04-29 ✓ |
9. Stock data + secondary financial sources
10. Leadership / management context
11. Industry conferences (forward catalyst venues)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://www.ofcconference.org/ | OFC — Optical Fiber Communication conference | catalysts | 2026-04-29 ◐ |
| https://www.ecoc.org/ | ECOC — European Conference on Optical Communication | catalysts | 2026-04-29 ◐ |
| https://www.cioe.cn/en/ | CIOE — China Optoelectronics Exposition | catalysts | 2026-04-29 ◐ |
12. Cross-references to LWLG + POET + MRVL kb (adjacent ecosystem context)
| URL | Description | Cited by | Last verified |
|---|---|---|---|
| https://lwlg.primarysourced.com | LWLG kb — adjacent material-IP layer thesis | cross_thesis_implications | 2026-04-29 ✓ |
| https://poet.primarysourced.com | POET kb — adjacent integration-platform thesis | cross_thesis_implications | 2026-04-29 ✓ |
| https://mrvl.primarysourced.com | MRVL kb — adjacent end-to-end optical-stack thesis | cross_thesis_implications | 2026-04-29 ✓ |
| https://photonics.primarysourced.com | Photonics sector hub | cross_thesis_implications | 2026-04-29 ✓ |
Coverage summary
- SEC EDGAR primary: 9 distinct index URLs + Schedule 13G/A — material filings catalog at primary filings index. Form 4 / Section 16 applies (US-domestic-issuer regime).
- GF corporate / press releases: 26 distinct URLs covering Q4 2025 + FY 2025 results, AMF + InfiniLink acquisitions, leadership transition, CHIPS Act award, Mubadala secondary offerings, Fotonix tech-platform pages.
- Partner sources: AMF (acquired-side), Cleary Gottlieb deal-counsel coverage, Mubadala portfolio page, Tower Semiconductor (competitive context), POET-SHINE Singapore-context sources.
- Government primary: 3 NIST CHIPS Act sources + Vermont Business Magazine + Semiconductor Today + Industrial Info coverage.
- AMF trade press: 12+ industry-coverage articles on the Nov 17 2025 acquisition.
- Peer-reviewed: 4 sources (Rakowski 2019 IEEE foundational Fotonix paper, Optica 2025 webinar, CMC Microsystems platform reference, Horst 2025 POH cross-context).
- Industry forecasts + secondary financial: 30+ aggregator + analytics URLs.
- Leadership / management: 7 sources covering the Feb 2025 CEO transition.
- Conference programs: 3 (OFC, ECOC, CIOE).
Total unique URLs: 80+ across all categories. Primary-source-verified (✓): ~50. Partial / single-source / paraphrased (◐): ~30. Inferred (⚠): 0 in this catalog (inferred claims are flagged in the thesis files, not counted as sources here).
This source log will grow over each refresh cycle. Material additions will be made to the categorical sections as new primary disclosures emerge (forward catalyst events: Q1 2026 earnings May 5, Investor Day May 7, etc.).
Cross-references
- Primary filings index — chronological SEC EDGAR catalog
- Methodology notes — GFS-specific research methodology
- Bull case
- Bear case
- Risk register
- Catalyst calendar
- Open research questions
- Cross-thesis implications
- Valuation ranges
- edgar_recent.json — automated EDGAR catalog
- POET source log — exemplar 80+ entry format
- MRVL source log — exemplar 250+ entry format