GlobalFoundries Pitches Silicon Photonics as AI Data Centers' Next Must-Have Connectivity Layer [Yahoo! Finance]
GlobalFoundries Inc. (GFS)
Company Research
Source: Yahoo! Finance
GlobalFoundries argues that AI-driven “east-west” data center traffic makes optical interconnects a required layer—citing copper limits beyond 200G per lane and saying optics “scale cleanly” for reach, bandwidth density, and energy efficiency. The company is positioning a full silicon photonics stack—modulators, couplers, PDKs and advanced packaging—across 200mm and 300mm fabs (New York and Singapore), plus a planned Malta, New York CPO facility in 2025 and recent acquisitions (AMF, InfiniLink) to boost scale, IP and design capabilities. Management sees a large market opportunity—serviceable addressable market to roughly $11 billion by 2030 , optical networking SAM growing at ~ 40% CAGR —and expects silicon photonics revenue to double in 2026 with a “clear line of sight” to a $1B+ run rate by end of 2028. Interested in GlobalFoundries Inc.? Here are five stocks we like better. 3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade GlobalFoundri
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News
- GlobalFoundries Files Patent Infringement Lawsuits Against Tower Semiconductor to Protect High-Performance American Chip InnovationGlobeNewswire
- Flexcompute and GlobalFoundries Enable Integrated Design and Simulation on GF Silicon Photonics Platform [Yahoo! Finance]Yahoo! Finance
- Reassessing GLOBALFOUNDRIES (GFS) After Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering [Seeking Alpha]Seeking Alpha
- GlobalFoundries prices 20M secondary offering at $42; launches concurrent $300M stock repurchase [Seeking Alpha]Seeking Alpha
GFS
Earnings
- 2/11/26 - Beat
GFS
Sec Filings
- 3/23/26 - Form 4
- 3/20/26 - Form 4
- 3/18/26 - Form 3
- GFS's page on the SEC website