NuAxiSemiconductor trade intelligence
GlobalFoundries to produce silicon interposers for TSMC's CoWoS in the US — Five-year agreement valued at $2 billion
What happened
GlobalFoundries and TSMC have signed an effective five-year, $2 billion manufacturing agreement under which GlobalFoundries will expand capacity at its Malta, NY fab to produce silicon interposers for TSMC's CoWoS advanced packaging technology, with volume production slated to ramp up in the first half of 2028.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
silicon interposers
GlobalFoundriesTSMC
CoWoSsilicon interposersUS manufacturingfive-year agreement$2 billion
Source and time
Source: Tom's Hardware · 10/8/2026 · View original source
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