GlobalFoundries Investor Day Presentation Deck

Dynamic Shifts in the Industry Demand volatility due to compute cycles "Chasing Moore" Supply leads the way Capacity assumed as infinite Foundry takes all the risk "Build it and they will come" Imbalanced value capture Sub-par return on invested capital 食食食食 Broad-based, durable demand drivers "A new era of more" Scarce capacity is precious Supply will chase demand Partner to build together "Everyone has skin in the game" Sustainable value sharing Value in supply security and differentiation A new collaborative partnership model is required GlobalFoundries © 2022 All Rights Reserved 8

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