Sivers Partners with GlobalFoundries to Advance Photonics Technology

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: 4 days ago

0mins

GFS-10.83%

Explore Agentic TradingLet AI Trade for You

Source: Newsfilter

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.

Trade with 70% Backtested Accuracy

Stop guessing "Should I Buy GFS?" and start using high-conviction signals backed by rigorous historical data.

Analyst Views on GFS

Wall Street analysts forecast GFS stock price to fall

11 Analyst Rating

2 Buy

7 Hold

2 Sell

Hold

Current: 84.700

Low

35.00

Averages

41.32

High

48.50

Current: 84.700

Low

35.00

Averages

41.32

High

48.50

Evercore ISI

NULL

Outperform

upgrade

$58 -> $85

2026-05-19

Reason

Evercore ISI

Price Target

$58 -> $85

AI Analysis

2026-05-19

upgrade

NULL

Outperform

Reason

Evercore ISI raised the firm's price target on GlobalFoundries to $85 from $58 and keeps an Outperform rating on the shares. After a round of Q1 AI channel checks, the firm said the main themes it heard included that AI workloads are shifting from a training-led regime toward an inference-led regime by end of 2026 and that a shift is increasing focus on cost-per-token, ROI and TCO, which is accelerating hyperscaler interest in homegrown ASICs and alternative accelerators.

Susquehanna

Positive

maintain

$100 -> $125

2026-05-11

Reason

Susquehanna

Price Target

$100 -> $125

2026-05-11

maintain

Positive

Reason

Susquehanna raised the firm's price target on GlobalFoundries to $125 from $100 and keeps a Positive rating on the shares. The firm updated its estimates following its analyst day and is being driven by improving fundamentals, with Comm Infrastructure (including Si-Ph) acting as a key accelerator of growth.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for GFS

Unlock Now

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.

U.S. Government Weighs Financial Stake in AI Companies

1 day agoCNBC

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.

U.S. Government Invests $2 Billion in Quantum Computing

4 days agoFool

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.

GlobalFoundries Completes Acquisition of Synopsys ARC Business

4 days agoNewsfilter

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.