Globalfoundries has announced a raft of new investments - in Dresden, New York, Singapore and Abu Dhabi - but not the one investment which would make sense - a 100k wpm Gigafab.

If it wants to compete with TSMC on cost - and Glofo says it wants 30% of the world foundry market - then it'll have to manufacture on the same scale as TSMC.

And TSMC has two Gigafabs and has announced the start of a third.

So why doesn't Glofo build a Gigafab?

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