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Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover -...
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https://www.digitimes.com/news/a20260313PD211/globalfoundries-ceo-taiwan-acquisition-umc.html
Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover
Mar 13, 2026 - Tim Breen, who became GlobalFoundries' CEO in 2025, reportedly led a senior delegation to Taiwan this week for a five-day visit. The group held intensive...
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https://www.digitimes.com/news/a20260401PD204/gigadevice-biwin-dram-nand-demand.html?dt_ref=tag
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook
Apr 1, 2026 - As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including...
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