Stories

Supply Chain

Stories curated for Supply Chain

Gemtek and Starman Plan U.S. Optical Transceiver Joint Venture
Hardware

Gemtek and Starman Plan U.S. Optical Transceiver Joint Venture

Gemtek and Starman plan U.S. production of 800G and 1.6T optical transceivers, with a New Jersey facility and mass production targeted within six months.

2 min read
GlobalFoundries and TSMC sign $2 billion deal for US silicon interposers in AI packaging
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.

4 min read