foundries

Foundries are semiconductor manufacturing companies that fabricate integrated circuits for other firms, functioning as the physical production backbone for the tech industry.

Why it’s in the news: It is in the news due to a multi-billion dollar deal with TSMC to produce a key AI chip component and reports of strong demand for optical modules.

Latest on foundries

• TSMC taps GlobalFoundries to bolster US silicon interposer production in $2B deal
• GlobalFoundries to make key AI chip component for TSMC in $2 billion deal
• GlobalFoundries reportedly sees strong demand for Chinese optical modules
• GlobalFoundries sees ‘strong’ demand for Chinese optical modules amid data centre boom
• Marvell pushes GlobalFoundries to light up wafer production
• GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
• Foundries are raising prices because demand for AI chips is real, and capacity is finite.
• the constraint isn't brilliance anymore, it's foundries and supply chains and the physics of silicon

Connections

2 entities linked to foundries across the news graph.