GlobalFoundries and TSMC Strike $2 Billion Deal for U.S.-Based Silicon Interposer Supply

GlobalFoundries (GF) has announced a manufacturing agreement with TSMC to establish a U.S.-based supply of silicon interposers for TSMC's CoWoS advanced packaging ecosystem. The multi-year agreement, valued at USD 2 billion, was announced on Oct. 8, 2026, from MALTA, N.Y.

Under the agreement, GF will provide manufacturing services to TSMC and add fabrication capacity at its Malta, New York facility, supporting growing demand for high-performance computing and AI systems. The agreement provides a foundation to expand capacity over time as customer demand grows.

First U.S. source for advanced packaging interposers

GF expects to expand capacity at its Malta facility and establish the first U.S.-based source of silicon interposers supporting advanced packaging technologies, including embedded deep trench capacitor components. According to the company, the additional manufacturing capacity will provide greater scale and flexibility for delivering advanced packaging solutions across multiple product generations.

Executive perspective

"Advanced packaging is becoming increasingly critical to delivering the performance, power efficiency and scale required for next-generation AI systems," said Ed Kaste, senior vice president of CMOS Business at GF.

"By providing manufacturing service using GF's trusted U.S. manufacturing footprint, we are creating a secure, scalable source of essential advanced-packaging elements that will help customers accelerate innovation and strengthen the semiconductor supply chain."

Timeline and contract terms

Volume production is expected to begin ramping at GF's Malta site during the first half of 2028. The agreement has an initial term of five years and provides a framework for future capacity expansion.

Context on GlobalFoundries

GlobalFoundries describes itself as a leading manufacturer of essential semiconductors, enabling AI at scale from the cloud to the physical world. Through deep partnerships with customers, GF delivers power-efficient and high-performance solutions for automotive, aerospace and defense, data center, smart mobile devices, internet of things and other high-growth markets. The company operates global manufacturing operations across the U.S., Europe, and Asia.