Feed / GFS

GLOBALFOUNDRIES Inc.

GFS

Technology · 48.04 +1.5% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

GLOBALFOUNDRIES Inc.'s move is spreading beyond its market group.

GFS accounts for 14.5% of the group's measured movement across 9.4 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#2 of 12 by movement share
Group movement share14.5%Absolute path energy—not portfolio weight
Relative path+0.67%aligned
Effective breadth9.4 / 12broad
Relative alignment8/12upside path · 3 counter-moving
Capital-flow agreement1%not yet clean
SEQUENCE READ

BELFB, BELFA moved materially before GFS. GFS crossed its material path threshold at 15:55 ET, 5 minutes after the first measured mover. ACLS, ADEA, ENTG followed.

EVIDENCE COVERAGE

11 of 25 members in Semiconductor Supply Chain are active. 0 of 7 disclosed connections are confirming.

What would change this read
  • At least 17 of 25 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MPWR remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 8 of 25 members or fewer.

Watch this read

Who this business touches

The relationships behind GFS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

QUIKQuickLogic CorporationsupplierMay 13, 2026

For our commercial products, we outsource wafer fabrication primarily to GlobalFoundries and Taiwan Semiconductor Manufacturing Company Limited ("TSMC").

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GFS is currently a Participant in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.