Globalfoundries to make silicon interposers for TSMC

What happened

GlobalFoundries is to establish a U.S.-based supply of silicon interposers for TSMC's CoWoS packaging ecosystem under an agreement in which GF will provide manufacturing service to TSMC and add fabrication capacity at its Malta, New York facility, supporting growing demand for high-performance computing and AI systems. GF expects to expand capacity at its Malta facility and establish the first U.S.-based source of silicon interposers supporting advanced packaging technologies, including embedded deep trench capacitor components. Volume production is expected to begin ramping at GF's Malta site during the first half of 2028. The agreement has an initial term of five years and provides a framework for future capacity expansion.

Impact and signal

Affected components and suppliers

Source and time

Source: Electronics Weekly · 10/8/2026 · View original source