Analysis: TSMC-GF deal moves mature nodes into AI packaging: What it means for China

DIGITIMESOctober 16, 2026en

As global wafer capacity expands rapidly, TSMC and GlobalFoundries (GF) are highlighting a fast-growing market for mature processes serving advanced applications. In particular, demand for silicon interposers, through-silicon vias (TSVs), and embedded deep trench capacitors (eDTCs) in advanced packaging is creating a sizable blue-ocean market for mature-node capacity.

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