GlobalFoundries process-family revenue estimate

Wafer-manufacturing revenue only; excludes Technology Services. Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares.

globalfoundries wafer-diameter revenue estimate

Wafer-manufacturing revenue only; excludes non-wafer services. A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.

Shipment / installed-capacity proxy

625k ÷ (2800k × capacity multiplier ÷ 4) × 100

A throughput proxy, not issuer-reported fab utilization. Assumes the annual capacity denominator is on the same 300mm-equivalent basis and varies it ±5%; wafer starts, cycle time, product mix and capacity changes are not observed.

{
  "shipments300mmEquivalentK": 625,
  "annualCapacity300mmEquivalentK": 2800,
  "capacityMultiplier": {
    "low": 0.95,
    "base": 1,
    "high": 1.05
  }
}