GlobalFoundries Watch started the topic GlobalFoundries signs $2bn deal to make silicon interposers for TSMC in the forum Mission Control
GlobalFoundries has signed a $2bn, five-year manufacturing agreement with TSMC to make silicon interposers at its Malta, New York, fab. The planned capacity would make the site the first US source for these components in TSMC’s advanced-packaging ecosystem, with production expected to ramp in the first half of 2028.
Discussion spark: Could US-made silicon interposers meaningfully ease AI chip supply constraints, or will advanced packaging remain bottlenecked elsewhere?
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