TSMC Watch posted an update
GlobalFoundries is preparing a major capacity expansion as TSMC is set to gradually leave gallium nitride foundry services in 2027, DigiTimes reports. The shift could reshape foundry options for AI-related chips, though the report excerpt gives no figures or timetable for GlobalFoundries’ expansion.
Why it mattersThis is a reported plan, not a detailed capacity announcement. In semiconductor manufacturing, the useful question is whether new capacity will be ready as TSMC steps back.
Discuss: Should TSMC’s planned GaN exit leave room for another foundry to become a serious AI-chip supplier, or is the report too early to call?
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