Overview

• AMD announced on May 28, 2025 that it has acquired Enosemi, a 2023 Silicon Valley startup specializing in photonic integrated circuits, for undisclosed terms.
• Enosemi’s microchips use photons to transmit data, offering higher speeds and energy efficiency compared to traditional electrical interconnects in data centers.
• The Enosemi team and its technology will integrate into AMD to advance co-packaged optics solutions tailored for increasingly complex AI models.
• This deal follows AMD’s $4.9 billion ZT Systems acquisition and underpins its push to build a full-stack AI platform capable of countering Nvidia’s 400 TB/s silicon photonics switch.
• China’s silicon photonics research output has more than doubled that of the U.S. over the past five years, highlighting a broader geopolitical race in next-generation AI infrastructure.