In a strategic move to enhance its capabilities in AI-era data infrastructure, GlobalFoundrie
The acquisition marks a significant expansion of GF’s silicon photonics portfolio, which is critical to improving the speed, power efficiency, and scalability of data centers supporting AI workloads. As AI models grow more complex and bandwidth-hungry, data centers are under pressure to adopt faster, lower-latency optical interconnects — a space where silicon photonics plays a central role.
AMF, backed by Singapore’s national research foundation, has been a key player in integrated photonics manufacturing. Its capabilities in low-loss waveguides, high-volume photonics packaging, and component integration are expected to complement GF’s roadmap for advanced semiconductor manufacturing.
“This acquisition strengthens our ability to serve the growing AI and high-performance computing market by accelerating the deployment of silicon photonics solutions,” said Dr. Thomas Caulfield, CEO of GlobalFoundries. “It also deepens our footprint in Asia, a strategic region for semiconductor growth.”
By integrating AMF’s team and technologies, GF aims to provide end-to-end solutions for optical I/O, helping cloud providers, hyperscalers, and telecom players meet the demands of AI-driven data traffic.
The deal underscores the rising importance of photonics in AI infrastructure, as chipmakers race to deliver high-speed, energy-efficient connectivity to keep up with massive AI workloads.
