Overview
- GlobalFoundries said the deal makes it the largest pure‑play silicon photonics foundry by revenue, combining AMF’s assets, IP and talent with GF’s existing platforms.
- GF will establish a silicon photonics R&D center of excellence in Singapore in partnership with A*STAR to advance materials and designs targeting ultra‑fast data transfer.
- Initial manufacturing will run on AMF’s 200mm platform in Singapore with a stated path to 300mm as demand rises to support AI data centers and advanced telecom networks.
- CEO Tim Breen outlined a roadmap spanning pluggable transceivers and co‑packaged optics, with applications extending to LiDAR, sensing, automotive and quantum computing.
- Financial terms were not disclosed, and GF highlighted integration and customer‑transition risks even as Singapore agencies backed the move as strengthening the local chip ecosystem.