GlobalFoundries Launches Silicon Photonics Platform for AI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 31 2026
0mins
Source: NASDAQ.COM
- Technological Innovation: GlobalFoundries' SCALE silicon photonics co-packaged optical engine solution is the first platform to meet Optical Compute Interconnect Multi-Source Agreement specifications for AI architectures, marking a significant advancement in achieving faster, cooler, and more efficient data transmission in AI infrastructure.
- Market Demand: The company identifies data transmission as the bottleneck in AI infrastructure rather than compute power, with silicon photonics revenue expected to nearly double in 2026, indicating strong market demand for efficient data transfer solutions.
- Acquisition Advantage: By acquiring Advanced Micro Foundry in Singapore, GlobalFoundries has gained silicon photonics manufacturing capabilities, enhancing supply chain diversification amid U.S.-China semiconductor tensions and ensuring its competitive edge in the market.
- Government Support: The U.S. government has proposed a $375 million award to assist GlobalFoundries in building domestic quantum manufacturing infrastructure, further solidifying its strategic position in the AI and quantum computing sectors.
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Analyst Views on GFS
Wall Street analysts forecast GFS stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 79.920
Low
35.00
Averages
41.32
High
48.50
Current: 79.920
Low
35.00
Averages
41.32
High
48.50
About GFS
GlobalFoundries Inc. is a semiconductor manufacturer. The Company offers a range of mainstream wafer fabrication services and technologies. It manufactures a range of semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. Its specialized foundry manufacturing processes include a library consisting of qualified circuit-building block designs (known as IP titles or IP blocks), and advanced transistor and device technology. The Company's differentiated technology platforms include radio frequency (RF) silicon-on-insulator (SOI), Fin Field-Effect Transistor (FinFET), FDX, Complementary Metal-Oxide Semiconductor (CMOS), Silicon Germanium (SiGe), Gallium Nitride (GaN), Bipolar-CMOS-DMOS (BCD), and Silicon Photonics (SiPh). It is also focused on the ARC processor intellectual property (IP) solutions business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Confidence: Durn will start on June 15, and his two years of experience on Marvell's board, along with previous CFO roles at Applied Materials, NXP Semiconductors, and GlobalFoundries, are expected to bolster investor confidence in the company's future, particularly in the AI infrastructure sector.
- Guidance Reaffirmation: Marvell reaffirmed its fiscal second-quarter guidance, indicating that the leadership change is not linked to any near-term business issues, which further stabilizes investor sentiment and demonstrates the company's ongoing execution capabilities amid growing AI-related demand.
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See More
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- Customer Value: By combining Sivers' laser array technology with GF's silicon photonics and SCALE CPO platforms, customers will gain access to advanced, scalable optical engine solutions that enhance high-bandwidth co-packaged optics and optical interconnect applications, thereby increasing overall market competitiveness.
See More
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- Executive Transition: Marvell Technology has appointed Adobe CFO Dan Durn as its new Chief Financial Officer, replacing Willem Meintjes, who will serve as an advisor until April 2027, ensuring a smooth transition to support the company's strategic goals during a significant growth phase.
- Investor Confidence: Durn will start on June 15, and his two years of experience on Marvell's board, along with previous CFO roles at Applied Materials, NXP Semiconductors, and GlobalFoundries, are expected to bolster investor confidence in the company's future, particularly in the AI infrastructure sector.
- Guidance Reaffirmation: Marvell reaffirmed its fiscal second-quarter guidance, indicating that the leadership change is not linked to any near-term business issues, which further stabilizes investor sentiment and demonstrates the company's ongoing execution capabilities amid growing AI-related demand.
- Market Focus: As Marvell plays a critical role in AI infrastructure, investor attention on its future performance is increasing, and Durn's appointment is viewed as a steady transition that may help the company maintain its growth momentum in a competitive market.
See More
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- Government Investment Talks: OpenAI CEO Sam Altman is in ongoing discussions with the White House about a potential financial stake in AI companies, which has been in progress for over a year, aiming to establish a 'Public Wealth Fund' that allows citizens to share in AI growth benefits.
- Policy Proposal Context: According to OpenAI's proposal, the fund would invest in diversified, long-term assets, and while specific investment terms are yet to be determined, this initiative could enhance public trust and engagement in AI technologies.
- Presidential Support: President Trump mentioned in a conversation with reporters that the public could become partners with AI companies, indicating the government's commitment to the AI sector and plans for further discussions with AI firms in the near future.
- Market Valuation and IPO Readiness: OpenAI is currently valued at over $850 billion and is gearing up for an initial public offering this year, with a recent funding round that set records, reflecting strong market confidence in its future growth.
See More
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- Large Investment Scale: The U.S. Department of Commerce announced a $2 billion investment across nine quantum computing companies under the CHIPS and Science Act, granting the government minority equity stakes in each, highlighting the importance of quantum technology and its potential in AI.
- Key Companies Funded: International Business Machines (IBM) will receive $1 billion to establish a new quantum foundry subsidiary called Anderon, while GlobalFoundries is raising $375 million to build a complementary foundry, enhancing the domestic manufacturing base for quantum chips.
- Multiple Companies Benefit: Other firms like D-Wave, Rigetti, and Infleqtion each received up to $100 million to address specific engineering variables and modalities, further advancing the research and development of quantum computing.
- Investor Focus: While IBM and GlobalFoundries are publicly traded, quantum computing represents a small part of their overall business, prompting investors to be selective and consider pure-play quantum companies like D-Wave and Rigetti, or indirectly invest through Honeywell and Nvidia for quantum exposure.
See More
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- Acquisition Completed: GlobalFoundries (GF) has successfully completed the acquisition of Synopsys' ARC Processor IP Solutions business, enhancing GF's technological capabilities in Physical AI and forming a robust software-to-silicon solution alongside MIPS to meet customer needs in automotive, industrial robotics, and embedded systems.
- Technology Integration: By combining MIPS with ARC, GF offers a RISC-V processor IP suite that spans high-performance, mid-range, and ultra-low-power compute and AI cores, backed by over 150 patents and more than 300 IP customers, significantly boosting its competitive edge in the market.
- Market Demand Response: As automotive and industrial systems increasingly require real-time and AI-driven solutions, GF's offerings provide differentiated silicon solutions under tight power and latency constraints, helping customers gain an advantage in the rapidly evolving intelligent systems market.
- Smooth Transition: GF is working closely with Synopsys to ensure a seamless transition for employees, customers, and partners, further solidifying its leadership position in the global semiconductor manufacturing sector and promoting the widespread adoption of Physical AI.
See More
Sivers Partners with GlobalFoundries to Advance Photonics Technology
- Strategic Collaboration: Sivers Semiconductors has partnered with GlobalFoundries to develop advanced silicon photonics solutions targeting the $25 billion pluggable optics market by 2030, showcasing a strong synergy in the high-growth AI infrastructure sector.
- Technology Integration: Sivers' laser arrays will be integrated into reference designs on GF's silicon photonics platform, supporting various optical connectivity architectures, including co-packaged optics and linear pluggable optics, enhancing the flexibility and efficiency of data center interconnect solutions.
- Market Demand: The rapid expansion of AI workloads and hyperscale data center architectures is driving the demand for higher bandwidth, improved energy efficiency, and scalable optical connectivity, making Sivers and GF's collaboration a crucial response to this market trend.
- Innovation Leadership: This partnership not only enhances the innovation capabilities in silicon photonics technology but also provides customers with advanced solutions for high-bandwidth co-packaged optics and optical interconnects, further solidifying their market leadership in photonics technology.
See More
Sivers Partners with GlobalFoundries to Advance Photonics Technology
- Strategic Collaboration: Sivers Semiconductors has partnered with GlobalFoundries to develop advanced silicon photonics solutions targeting a $25 billion pluggable optics market by 2030, integrating Sivers' laser arrays with GF's silicon photonics platform to enhance optical connectivity architectures in data centers.
- Technology Integration: Sivers' laser arrays will be incorporated into GF's Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform, supporting high-bandwidth co-packaged optics and optical interconnect solutions, thereby improving bandwidth density and system scalability to meet the rapid growth demands of the AI infrastructure market.
- Market Demand: The rapid expansion of AI workloads and hyperscale data center architectures is driving the demand for photonics technologies that deliver higher bandwidth and improved energy efficiency, positioning both companies at the forefront of silicon photonics innovation.
- Customer Value: By combining Sivers' laser array technology with GF's silicon photonics and SCALE CPO platforms, customers will gain access to advanced, scalable optical engine solutions that enhance high-bandwidth co-packaged optics and optical interconnect applications, thereby increasing overall market competitiveness.
See More
