GFS compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

GFSGlobalFoundries Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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GFSGlobalFoundries Inc.

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only GFS 6

AMDAdvanced Micro Devicescustomer

QCOMQualcommcustomer

CRUSCirrus Logiccustomer

NVTSNavitas Semiconductorcustomer

2 more · GFS chain ›

Shared 0

No shared counterparties.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

20 more · NVDA chain ›

GFSGlobalFoundries Inc.

38.06▲+4.68%

Mkt cap$20.2BRevenue—Revenue—

NVDANvidia Corp

186.11▲+2.48%

Regular sessionNov 6 '26

Mkt cap$4.4TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

Regular sessionNov 6 '26

GFSGlobalFoundries Inc.

NVDANvidia Corp

38.06▲+4.68%

Price

186.11▲+2.48%

$20.2B

Mkt cap

$4.4T

—

Revenue

$96.2BQ2 FY27

—

Revenue

$216BFY26

GFS38.06▲+4.68%vsNVDA186.11▲+2.48%Regular sessionNov 6 '26