Topic

Semiconductor Manufacturing

3 stories

OpinionThe Argument
What does GlobalFoundries’ $2 billion TSMC deal actually specify?
The five-year agreement targets silicon interposers for TSMC’s CoWoS packaging, but discloses no output target or minimum purchase; volume production is expected to ramp in the first half of 2028.
Oct 8
Compute
What are Intel and Applied Materials collaborating on for AI chipmaking?
The planned work covers transistors, interconnects and Foveros-based 3D packaging at two sites; the announcement reports no manufacturing result or measured gain.
Oct 8
Compute
Musk confirms TeraFab talks with TSMC, says SpaceXAI name will change to SpaceXSI
Musk offered no terms for TSMC’s role; DatacenterDynamics describes TeraFab as a $16.8 billion project, but reports no delivered capacity.
Oct 5