GlobalFoundries is reportedly planning to build 2 new plants in the US under the $21 billion US-Japan initiative. Meanwhile, TSMC's 2nm production is attracting attention, with NVIDIA, AMD, Apple and others reportedly increasing their orders.
US-based semiconductor manufacturer GlobalFoundries has indicated plans to build 2 new semiconductor fabs in the US with support from the $21 billion joint US-Japan initiative. The specific number of plants and investment amount have been disclosed.
The initiative is valued at $21 billion and is intended to expand manufacturing capacity through cooperation between the US and Japan. GlobalFoundries' move is expected to strengthen production capacity in the US.
TSMC is working to secure volume production capacity for its 2nm process, and information indicates that production capacity is being expanded against a backdrop of demand for advanced chip designs. Reports have also focused on establishing a supply structure before 2027.
Major customers including NVIDIA, AMD and Apple are reportedly moving to adopt and place orders for the 2nm process, and demand for TSMC's next-generation process is said to remain high.