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15.10.26 - 03:36
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GlobalFoundries wins US$21 billion US-Japan deal to build, operate two New York fabs (Digitimes)
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GlobalFoundries' selection to run two Japan-funded chip plants in New York tests a new way of paying for American fabs: governments own the factory and its tools, and the chipmaker is paid to build and run it. For GlobalFoundries, the arrangement adds capacity without the capital bill. For Japan, it turns part of its US$550 billion US investment pledge into supply for Japanese chipmakers and work for Japanese toolmakers. For Taiwan's mature-node foundries, it puts a large, state-backed source of capacity on US soil in the segment where they have been tipped to gain from customers' supply-chain diversification....
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15.10.26 - 02:30
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UMC declines expedited Samsung order for Galaxy Z Fold8; GF eyed as backup DDI foundry (Digitimes)
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Following stronger-than-expected demand for its Galaxy Z Fold8, Samsung Electronics submitted an expedited wafer production request to United Microelectronics Corporation (UMC) that was ultimately turned down. As a result, Samsung scaled back its September 2026 component production volume by 10%. Amid persistent capacity tightness at mature process nodes, Samsung is now evaluating GlobalFoundries (GF) as a secondary foundry partner for its OLED smartphone DDIs, with potential adoption set for late 2027 at the earliest....
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