Ticker permalink · GFS
Semiconductors / CHIPS + Trusted Foundry
Named in the Jul 29 CHIPS R&D letters of intent (verified ticker slice, still LOI). Separate DoD Trusted Foundry Access ASIC delivery orders from the 12-month public-prime lookback.
Seven CHIPS R&D letters of intent totaling $874M. Verified ticker: GFS up to $300M. Other companies private / ticker not verified — omitted. TSMC $100B private FDI excluded.
If you bought GFS at the 2026-07-29 close after this deal was announced, the return to 2026-09-01 would have been -6.7%.
Trusted Foundry Access delivery order for application-specific integrated circuits (ASICs).
If you bought GFS at the 2026-04-15 close after this deal was announced, the return to 2026-09-01 would have been -8.9%.
Trusted Foundry Access (TFA) delivery order for application-specific integrated circuits (ASICs). Semiconductor foundry work for a verified public ticker (GFS). Outside the Jun 3–Sep 1 flagship window; included in the 12-month public-prime lookback.
If you bought GFS at the 2026-04-01 close after this deal was announced, the return to 2026-09-01 would have been -0.6%.
Trusted Foundry Access delivery order (SOW 25-5G1) to GlobalFoundries U.S. 2 LLC. Same TFA vehicle as HQ072726FE051.
If you bought GFS at the 2025-11-06 close after this deal was announced, the return to 2026-09-01 would have been 27.8%.
Close-to-close only. Ignores spreads, taxes, and whether you could fill. Not a forecast. Past ≠ future. A UCA or LOI announcement is not cash in the company. Not investment advice.