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GlobalFoundries collaborating on silicon photonics for data centers

What happened

GlobalFoundries announced a collaboration with Broadcom, Cisco, Marvell, NVIDIA, and several photonics firms to develop silicon photonics solutions for data centers. This is a long-term R&D initiative aimed at future high-speed interconnect challenges. Neutral: This is a technology roadmap announcement with no immediate impact on component supply, pricing, or trader inventory decisions.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

Silicon Photonics ChipsOptical I/O

GlobalFoundriesBroadcom IncCisco Systems IncMarvellNVIDIAAyar Labs

rdpartnershipdatacenter

Source and time

Source: Semiconductor Today · 3/9/2022 · View original source

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GlobalFoundries collaborating on silicon photonics for data centers

What happened

Impact and signal

Affected components and suppliers

Source and time

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