Japan seeks $2.6B for Rapidus after pledging $21B to US fabsMembers
A planned 400 billion yen state equity injection for the Chitose 2nm venture faces resistance from fiscal authorities as Tokyo…
Company watch
All companies →GlobalFoundries
Every EAB briefing that touches GlobalFoundries — capital spending, plants, M&A, earnings and policy exposure. 11 briefings.
- First seen
- September 9, 2026
- Latest
- October 21, 2026
- With a linked document
- 11 of 11
- Subject of the briefing
- 8
- Named as exposed
- 3
- Desks
- Semiconductors (8), Analysis (2), Trade & Policy (1)
GlobalFoundries signs $2 billion TSMC chip interposer deal
The five-year manufacturing agreement establishes a domestic supply base at Malta, New York, easing advanced packaging…
GlobalFoundries Signs $21B Japan Pact for New York Chip Fabs
The allied financing structure covers two mature-node facilities producing 1.8 million wafers annually while sheltering the…
TSMC beats quarterly forecasts as 3nm lines hit full capacity
Taiwan Semiconductor Manufacturing Co. posted record third-quarter net income of NT$763 billion on relentless demand for advanced…
Japan funds $21 billion GlobalFoundries build in New York
A bilateral vehicle will construct two 300mm fabs adding 1.8 million wafers of annual capacity by 2029, while the Commerce…
GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal
The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with…
TSMC captures 72.5% foundry share as gap with Samsung widensMembers
Surging demand for artificial intelligence processors and proprietary advanced packaging leaves contract rivals trailing across…
US and Japan weigh $19 billion GlobalFoundries fab under tariff pact
Washington and Tokyo review funding for a US logic chip factory operated by GlobalFoundries as part of Japan's $550 billion…
SMIC narrows foundry gap with Samsung as Q2 sales surge 20%
The Chinese chipmaker captured 5.4% of the global market with $3.0 billion in quarterly revenue, trailing Samsung by just 0.5…