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tomshardware.com › tech-industry › semiconductors

Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing strategies and IP

… One big factor is tightening supply alongside the cyclical recovery: TSMC has been reallocating 40-90nm production capacity toward CoWoS advanced packaging and silicon interposer fabrication for AI accelerators, reducing the available mature-node wafer supply from the world's largest foundry. …

May 28, 2026 · Luke James
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