Semiconductors
Stories curated for Semiconductors
GlobalFoundries and TSMC sign $2 billion deal for US silicon interposers in AI packaging
GlobalFoundries will manufacture silicon interposers for TSMC's CoWoS advanced packaging at its Malta, New York fab under a five-year $2 billion agreement, creating the first US source with volume production ramping in early 2028.
NVIDIA pledges $1 billion for U.S. science compute under the Genesis Mission
NVIDIA committed $1 billion over five years to U.S. science and quantum research. The White House listed it inside a $2.4 billion industry package of tools and compute credits for the Genesis Mission.
Samsung guides Q3 operating profit to 107.4 trillion won on AI memory
Samsung Electronics guided third-quarter operating profit to 107.4 trillion won, about $80 billion, up 782.5% year over year, with revenue seen at 195 trillion won. Detailed results are due October 29.
TSMC September revenue rises 54.6% as AI chip demand holds
TSMC reported September revenue of NT$511.86 billion, up 54.6% year over year. The monthly print keeps the AI foundry boom in view ahead of earnings.