TSMC, GlobalFoundries Ink $2 Billion Silicon Interposer Supply Deal

GlobalFoundries (GF) and TSMC agreed on a $2bn deal for GF to supply silicon interposers from its New York facility. The multi-year agreement supports advanced packaging for AI and high-performance computing. GF plans to expand its fabrication capacity to meet growing demand. The deal's initial term is five years, with provisions for capacity expansion. Volume production is expected to begin in early 2028.

TSMC has agreed to a $2 billion deal with GlobalFoundries to supply silicon interposers. The agreement highlights collaboration between the two semiconductor manufacturers. TSMC's stock closed at 2,550 TWD, down 1.35% for the day but up 64.52% year-to-date.

GlobalFoundries (GF) announced a $2 billion deal with TSMC to manufacture silicon interposers in New York, addressing a US packaging gap. The multi-year agreement supports TSMC's CoWoS ecosystem, with production at GF's Malta fab.

TSMC and GlobalFoundries announced a $2 billion deal for the American chipmaker to produce silicon interposers for TSMC's advanced packaging. The 5-year agreement involves capacity at GlobalFoundries' New York facility, with production starting in early 2028. The partnership is notable as it combines two competitors and creates a U.S. source for a key AI packaging component.

GlobalFoundries and TSMC signed a $2B, five-year deal for US-based silicon interposer production, with volume expected in 2028. GlobalFoundries will expand its New York facility. Interposers are crucial for AI systems, enabling high-speed connections. TSMC gains a US supply source, while GlobalFoundries enters the AI packaging chain.

GlobalFoundries and TSMC signed a $2B, five-year deal for U.S. production of silicon interposers for TSMC's CoWoS technology. Volume production starts in early 2028, supporting AI and HPC processors. GlobalFoundries will operate as a subcontractor, with details on volumes and capital expenditures undisclosed.