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AI‑driven chip demand fuels a wave of $2B deals, record sales and new memory investments

Semiconductor Manufacturing Equipment Market Gains US$5 Billion ...
Semiconductor Manufacturing Equipment Market Gains US$5 Billion …

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Key developments this week show the semiconductor industry tightening around AI workloads. TSMC and GlobalFoundries sealed a $2 billion pact to produce silicon interposers for TSMC’s CoWoS advanced‑packaging platform, with volume …

TSMC‑GlobalFoundries $2B Interposer Deal Fuels AI‑Driven Packaging Surge

Semiconductor Manufacturing Equipment Market Gains US$5 Billion ...
Semiconductor Manufacturing Equipment Market Gains US$5 Billion …

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Key developments: TSMC and GlobalFoundries have sealed a $2 billion pact to produce silicon interposers for TSMC’s CoWoS advanced‑packaging platform, with volume output slated for early 2028. The agreement expands the …

Samsung and GlobalFoundries Lead a Wave of Major Investments in Semiconductor Capacity and Advanced Process Technology

Key developments:

  • Samsung’s affiliates announced a $9.15 billion investment plan, with almost $6 billion directed to build new fabs and advanced‑node production in Vietnam and to expand high‑end chip manufacturing in South Korea. The move is aimed at bolstering Samsung’s
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Samsung and GlobalFoundries Drive Major Expansion in Semiconductor Manufacturing

Key developments: Samsung affiliates are committing a combined 12.26 trillion won (about $9.15 billion) to boost semiconductor capacity, with almost $6 billion directed toward new facilities in Vietnam and additional investment to expand high‑end production in South Korea. At the …