{
  "docId": "019de513-d369-7108-b077-9fec48794ee9",
  "docSlug": "7a92974eeee482e54c1af0a4729f812c",
  "documentTitle": "GlobalFoundries | Investor Day Presentation Deck | 125 slides",
  "authorId": "globalfoundries",
  "authorName": "GlobalFoundries",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 7,
  "pageCount": 120,
  "prevPage": 6,
  "nextPage": 8,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 7,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de513-d369-7108-b077-9fec48794ee9/7",
  "deckHref": "/decks/019de513-d369-7108-b077-9fec48794ee9",
  "deckJsonHref": "/decks/019de513-d369-7108-b077-9fec48794ee9.json",
  "deckAnchorHref": "/decks/019de513-d369-7108-b077-9fec48794ee9#slide-7",
  "components": [
    {
      "bbox": {
        "h": 0.37,
        "w": 0.33,
        "x": 0.62,
        "y": 0.38
      },
      "kind": "image",
      "text": "Apple, Samsung, Cisco, Dell, Lenovo, Microsoft, Bosch, HP, Juniper, Broadcom, Samsung, Texas Instruments, Sony, Skyworks, AMD, Nvidia, Qualcomm, Mediatek, GlobalFoundries, SMIC, Samsung, UMC",
      "attrs": null,
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "05df8a3e-ea22-48ba-8fb8-11d87e9acdca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.32,
        "w": 0.21,
        "x": 0.49,
        "y": 0.42
      },
      "kind": "list",
      "text": "1,000s of companies\n100s of companies\nOnly 5 at scale(1), 3 of which are in China and Taiwan",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "23f53a69-c397-49ae-b919-fffb6222decb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.54,
        "w": 0.43,
        "x": 0.045,
        "y": 0.21
      },
      "kind": "list",
      "text": "Market Size (2021)\n$89T Global GDP\n$2.2T Electronics\n~6% CAGR growth (21-26) $595Bn Semiconductors\n~8% CAGR growth (21-26) $96Bn Foundry",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6ca284b6-4d7e-43ad-aa80-edf4110d7ccf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.89,
        "x": 0.045,
        "y": 0.875
      },
      "kind": "source-note",
      "text": "Source: Global GDP: World Bank, IMF. Electronics; Semiconductors and Foundry: Gartner \"Forecast, Semiconductor Foundry Revenue, Supply and Demand, Worldwide, 1Q22 Update (April 2022)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5d99ee6d-4bd4-4a51-bb22-deab71e7b080",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.55,
        "x": 0.045,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Note: 1. Excludes smaller foundry players, defined as those with less than $2Bn of foundry revenue",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b47e9b6a-5dfe-4777-abb5-716c4fdb2eb2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.89,
        "x": 0.045,
        "y": 0.81
      },
      "kind": "title",
      "text": "Semiconductors outpace GDP & foundry outpaces semiconductors",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a99d396d-53c6-49c1-8d32-b8ff60b1cab6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.909,
        "x": 0.045,
        "y": 0.069
      },
      "kind": "title",
      "text": "Foundries: Bedrock of the Tech Ecosystem",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1ef80e8b-fb5f-4d77-92f8-91de7223f36c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "47b0ded3-cd45-4b0a-a089-59af052a8c30",
      "evidence": "list/bullet: Market Size (2021) $89T Global GDP $2.2T Electronics",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 9,
      "from": 5,
      "beatId": "cda0b232-8fde-445f-a8b7-ac6d9bab504e",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The document identifies the problem and complication in the semiconductor industry, including the need for innovative solutions and growth opportunities.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}