# GlobalFoundries Partners with TSMC for U.S. Silicon Interposer Production

- URL: https://stocks.freetheai.org/news/globalfoundries-partners-with-tsmc-for-u-s-silicon-interposer-production-006779
- Published: 2026-10-08T12:34:18Z
- Category: company_news; sentiment: mixed; impact: medium
- Symbols: [NASDAQ:GFS](https://stocks.freetheai.org/symbols/NASDAQ-GFS), [NYSE:TSM](https://stocks.freetheai.org/symbols/NYSE-TSM), [TWSE:2330](https://stocks.freetheai.org/symbols/TWSE-2330)
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GlobalFoundries Inc. (NASDAQ:GFS) has entered a partnership with Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE:TSM) to manufacture silicon interposers in the United States. Under the agreement, GlobalFoundries will expand fabrication capacity at its facility in Malta, New York, to supply these essential components for TSMC’s chip-on-wafer-substrate (CoWoS) advanced packaging technology. Following the announcement, shares of GlobalFoundries gained 4% in premarket trading on Thursday, though the stock was later down 1.15% at 48.07 USD, while TSMC's U.S.-listed shares declined 2.09% to 472.2 USD.

Silicon interposers are critical advanced packaging components that act as a thin layer between chips and package substrates to route data, power, and signals. As artificial intelligence systems scale, advanced packaging has become vital for delivering required levels of performance and power efficiency. This partnership establishes a secure and scalable domestic source for these parts, helping chip designers accelerate innovation and strengthen the semiconductor supply chain within the U.S.

Investors will likely monitor the progress of GlobalFoundries' capacity expansion in New York and the broader integration of U.S.-based manufacturing. TSMC has committed heavily to building its American supply chain, with planned investments recently reaching 285 billion USD. Observers will also watch whether the U.S. meets projections from Taiwan's Market Intelligence & Consulting Institute, which estimates the country will host 40% of Taiwanese companies' AI server production capacity by 2030.

## Key points

- GlobalFoundries and TSMC partnered to produce silicon interposers at a facility in Malta, New York.
- The interposers will be used in TSMC's CoWoS advanced packaging technology to route data, power, and signals.
- GlobalFoundries shares rose 4% in premarket trading but were down 1.15% to 48.07 USD in recent trading.
- TSMC's planned investments in the United States have recently reached 285 billion USD.
- The U.S. is projected to account for 40% of Taiwanese companies' AI server production capacity by 2030.

## Questions and answers

### What is the partnership between GlobalFoundries and TSMC?

The companies have partnered to produce silicon interposers in the U.S. GlobalFoundries will add fabrication capacity at its Malta, New York, facility to build these components for TSMC's advanced packaging technology.

### Why are silicon interposers important for AI systems?

Silicon interposers provide a thin layer of silicon between chips and a package substrate to route data, power, and signals. This advanced packaging is critical to delivering the high performance and power efficiency required for next-generation AI systems.

### How much is TSMC investing in the United States?

TSMC has invested heavily in building up its U.S. supply chain, with planned investments in the country recently reaching 285 billion USD.