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GlobalFoundries acquires Advanced Micro Foundry to expand silicon photonics AI infrastructure portfolio
What happened
GlobalFoundries has acquired Singapore-based specialty silicon photonics foundry Advanced Micro Foundry (AMF). This move expands GF's production capacity and R&D in silicon photonics, targeting data center and AI infrastructure markets. Watch: The acquisition could tighten long-term supply for specialty photonics components by consolidating capacity under a major player, but immediate price impact is uncertain.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Silicon PhotonicsOptical Interconnect
GlobalFoundriesAdvanced Micro Foundry
merger-acquisitioncapacity-expansionsilicon-photonicsai-infrastructure
Source and time
Source: Semiconductor Today · 11/18/2025 · View original source
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