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GlobalFoundries data center sales are reported up 81%, in a piece framed around an upcoming TSMC deal, per FourWeekMBA.
Foundry data center demand growing at this pace suggests AI packaging and specialty silicon capacity is spreading beyond TSMC, which could ease supply constraints for accelerator makers.
Trade pressSlicast · November 4, 2026 at 17:28 UTC · US · Source: FourWeekMBA
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