NuAxiSemiconductor trade intelligence
TSMC taps GlobalFoundries to bolster US silicon interposer production in $2B deal
What happened
On October 8, 2026, TSMC announced a $2 billion partnership with GlobalFoundries to have GlobalFoundries produce silicon interposers for TSMC's CoWoS advanced packaging specification at its Malta, New York fab, aiming to bolster US silicon interposer production and close a domestic supply chain gap. The partnership is expected to last five years with an option to extend, but volume production is not slated to begin until the first half of 2028.
Impact and signal
Medium impactImpact score: 62/100
Affected components and suppliers
silicon interposer
TSMCGlobalFoundries
Source and time
Source: The Register · 10/8/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders