TSMC Q3 Profit May Hit Record, Teams Up With GlobalFoundries to Expand CoWoS Silicon Interposer Supply
· Source: tradingkey.com
In short
TSMC is projected to achieve a record third-quarter net profit driven by strong AI chip demand and CoWoS advanced packaging orders, with net profit expected to rise 65% year-over-year to NT$746.3 billion. To address supply bottlenecks, TSMC has partnered with GlobalFoundries in a $2 billion deal to expand silicon interposer manufacturing capacity in New York, aiming to ramp up supply by 2028. Despite this collaboration, overall CoWoS capacity constraints remain due to testing, substrates, and HBM integration challenges.
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Tags: TSMC, GlobalFoundries, CoWoS, AdvancedPackaging, SupplyChain, AIChip