Analysis: GlobalFoundries' calculus behind US$2 billion entry into TSMC's CoWoS ecosystem

DIGITIMESOctober 15, 2026en

GlobalFoundries (GF) has reached a multiyear manufacturing agreement with TSMC to expand silicon interposer capacity at its Malta fab in New York, supplying TSMC's Chip-on-Wafer-on-Substrate (CoWoS) advanced-packaging ecosystem. The agreement is expected to be worth US$2 billion over an initial five-year term.

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