Topic

TSMC

6 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
ComputeAnalysis
GF’s TSMC deal could add U.S. interposer supply; volume ramp expected in first half of 2028
The $2 billion value comes with no disclosed output target, and the agreement does not quantify how much additional packaged AI hardware it could support.
Oct 8
OpinionThe Argument
Musk confirms TSMC talks for TeraFab, but no chipmaking deal
Intel has announced involvement, but Musk gave no TSMC terms; the reporting does not establish an operating fab or delivered chips.
Oct 6