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GlobalFoundries (NASDAQ: GFS) announced on November 18, 2025 the acquisition of Advanced Micro Foundry (AMF) in Singapore, creating the largest pure-play silicon photonics foundry by revenue.
The deal brings AMF manufacturing assets, intellectual property and talent, expands GF’s 200mm production with plans to scale to 300mm, and accelerates GF’s U.S. and Singapore silicon photonics capacity for AI datacenters, long‑haul optical communications, LiDAR, sensing and co‑packaged optics.
GF will establish a silicon photonics research center of excellence in Singapore in partnership with A*STAR to advance materials and target 400Gbps data-transfer solutions.
GlobalFoundries (NASDAQ: GFS) ha annunciato il 18 novembre 2025 l’acquisizione di Advanced Micro Foundry (AMF) a Singapore, creando la più grande fonderia pure-play silicon photonics per fatturato.
L’operazione porta asset di produzione AMF, proprietà intellettuale e talenti, espande la produzione GF da 200 mm con piani di scalare a 300 mm, e accelera la capacità di silicio fotonica di GF negli Stati Uniti e a Singapore per data center AI, comunicazioni ottiche a lunga distanza, LiDAR, sensori e co-packaged optics.
GF istituirà un centro di eccellenza di ricerca sulla silicon photonics a Singapore in collaborazione con A*STAR per avanzare i materiali e mirare a soluzioni di trasferimento dati 400 Gbps.
GlobalFoundries (NASDAQ: GFS) anunció el 18 de noviembre de 2025 la adquisición de Advanced Micro Foundry (AMF) en Singapur, creando la mayor fundición dedicada a silicon photonics por ingresos.
El acuerdo incorpora activos de fabricación de AMF, propiedad intelectual y talento, amplía la producción de GF a 200 mm con planes de escalar a 300 mm, y acelera la capacidad de silicon photonics de GF en Estados Unidos y Singapur para centros de datos IA, comunicaciones ópticas de largo alcance, LiDAR, sensores y óptica de empaquetado conjunto.
GF establecerá un centro de excelencia de investigación de silicon photonics en Singapur en asociación con A*STAR para avanzar en materiales y lograr soluciones de transferencia de datos 400Gbps.
GlobalFoundries (NASDAQ: GFS)는 2025년 11월 18일 싱가포르에서 Advanced Micro Foundry (AMF)를 인수한다고 발표했으며, 매출 기준으로 순수 파이 기반 실리콘 포토닉스 파운드리 중 가장 큰 규모를 달성합니다.
거래는 AMF의 제조 자산, 지적 재산 및 인재를 가져오고 GF의 200mm 생산을 확장하여 300mm까지 확장 계획을 가속화하며, 미국 및 싱가포르의 AI 데이터센터, 장거리 광통신, LiDAR, 센싱 및 공동 패키지 광학에 대한 GF의 실리콘 포토닉스 용량을 가속합니다.
GF는 싱가포르에 A*STAR와 협력하여 소재를 발전시키고 400Gbps 데이터 전송 솔루션을 목표로 하는 실리콘 포토닉스 연구 센터 오브 엑셀런스를 설립합니다.
GlobalFoundries (NASDAQ: GFS) a annoncé le 18 novembre 2025 l’acquisition d’Advanced Micro Foundry (AMF) à Singapour, créant la plus grande fonderie pure-play silicon photonics en termes de chiffre d’affaires.
Cette opération apporte les actifs de fabrication d’AMF, la propriété intellectuelle et les talents, étend la production GF à 200 mm avec des plans d’essor à 300 mm, et accélère la capacité de silicon photonics de GF pour les centres de données IA, les communications optiques longue distance, le LiDAR, la détection et l’optique co-emballée, aux États‑Unis et à Singapour.
GF établira un centre d’excellence en recherche sur la silicon photonics à Singapour, en partenariat avec A*STAR, pour faire progresser les matériaux et viser des solutions de transfert de données 400 Gbps.
GlobalFoundries (NASDAQ: GFS) kündigte am 18. November 2025 die Übernahme von Advanced Micro Foundry (AMF) in Singapur an und schafft damit die größte reine Silizium-Photonik-Fertigung nach Umsatz.
Der Deal bringt AMF-Fertigungsvermögen, geistiges Eigentum und Talente ein, erweitert GF’s 200-mm-Produktion und zielt darauf ab, auf 300 mm zu skalieren, und beschleunigt GF’s Silizium-Photonik-Kapazität in den USA und Singapur für KI-Rechenzentren, Langstrecken-Optikkommunikation, LiDAR, Sensorik und Co-Packaged Optics.
GF wird in Singapur in Zusammenarbeit mit A*STAR ein Center of Excellence für Silizium-Photonik-Forschung einrichten, um Materialien voranzubringen und 400 Gbps-Datenübertragungslösungen zu entwickeln.
GlobalFoundries (NASDAQ: GFS) أعلنت في 18 نوفمبر 2025 عن استحواذها على Advanced Micro Foundry (AMF) في سنغافورة، من شأنه أن يجعلها أكبر مصنع لمفهوم السيليكون البصري (silicon photonics) بنموذجه الوحيد من حيث الإيرادات.
تجلب الصفقة أصول التصنيع لـ AMF، والملكية الفكرية والمواهب، وتوسع إنتاج GF بـ 200 مم مع خطط للتوسع إلى 300 مم، وتسرع قدرة GF في السيليكون البصري في الولايات المتحدة وسنغافورة لمراكز بيانات AI والاتصالات البصرية طويلة المدى، و LiDAR، والاستشعار والتعبئة المسبقة للضوء.
ستنشئ GF مركز تميز للأبحاث في السيليكون البصري في سنغافورة بالشراكة مع A*STAR لتطوير المواد واستهداف حلول نقل البيانات 400Gbps.
Positive
- Creates the largest silicon photonics pure-play foundry by revenue
- Adds AMF manufacturing assets, IP and 15+ years of expertise
- Maintains 200mm production in Singapore with plans to scale to 300mm
- Establishes Singapore R&D CoE with A*STAR targeting 400Gbps solutions
Insights
GF’s acquisition of AMF expands silicon photonics scale and global supply, strengthening AI datacenter optics capabilities.
Combining GlobalFoundries with Advanced Micro Foundry adds AMF’s 200mm manufacturing, IP, and talent to GF’s existing sites, increasing silicon photonics production capacity and positioning GF as the largest pure-play silicon photonics foundry by revenue. The deal links Singapore manufacturing to GF’s U.S. capacity and creates a global footprint for pluggable transceivers and co-packaged optics.
Execution depends on integrating manufacturing assets, transferring AMF’s know-how, and scaling 200mm to 300mm as stated; delays or technical hurdles in scaling or R&D could slow the ramp. The planned Singapore CoE with A*STAR targets 400Gbps materials work, which is a concrete technology milestone but carries development risk.
Watch for progress on three items: commercial volume ramps in Singapore and New York, milestones toward 300mm conversion, and R&D outputs from the CoE with A*STAR; expect initial operational signals within 12–24 months from Nov. 17, 2025.
GF now the largest pure-play silicon photonics foundry, expanding global manufacturing capabilities to serve a broader customer base and meet the growing optical communication demands of AI datacenters
SINGAPORE, Nov. 17, 2025 (GLOBE NEWSWIRE) — GlobalFoundries (NASDAQ: GFS) (GF) today announced a significant move to bolster its presence in the burgeoning silicon photonics market with the acquisition of Advanced Micro Foundry (AMF), a Singapore-based pure-play foundry specializing in this technology. The acquisition, finalized earlier today, positions GF as the undisputed leader in silicon photonics manufacturing and underscores the intensifying industry-wide race to develop advanced solutions for data-intensive applications like artificial intelligence.
This strategic maneuver brings AMF’s established manufacturing infrastructure, robust intellectual property portfolio, and a team of seasoned experts under the GlobalFoundries umbrella. Importantly, it expands GF’s existing 200mm production capacity in Singapore with clear plans to scale to 300mm wafers, a crucial step for meeting the escalating demands of the market. Furthermore, the move complements GF’s existing silicon photonics capabilities in the United States, offering customers a diversified and geographically resilient supply chain.
The silicon photonics market is experiencing explosive growth, driven by the insatiable need for faster and more energy-efficient data transfer in hyperscale datacenters, advanced computing systems, and emerging applications like LiDAR and co-packaged optics. As traditional copper interconnects reach their physical limitations, silicon photonics–which uses light to transmit data–offers a compelling alternative, enabling significantly higher bandwidth and lower power consumption. Experts predict the silicon photonics market will surpass $5 billion by 2030, with significant opportunities for foundries that can provide high-volume, high-quality manufacturing capabilities.
“The explosion of AI is placing unprecedented demands on data infrastructure,” stated Tim Breen, CEO of GF. “Silicon photonics is no longer a futuristic technology; it’s a critical enabler for the next generation of computing. By integrating AMF’s proven manufacturing expertise and innovative IP, GF is uniquely positioned to offer customers a vertically integrated solution, accelerating their time to market and enabling them to push the boundaries of what’s possible in AI, cloud computing, and beyond.”
Beyond the immediate expansion of manufacturing capacity, the acquisition will also see GF establish a cutting-edge silicon photonics research and development center of excellence (CoE) in Singapore. This CoE, in close partnership with the Agency for Science, Technology and Research (A*STAR), will focus on pioneering next-generation materials capable of enabling ultra-fast data transfer at speeds exceeding 400Gbps. This collaboration aims to further enhance GF’s silicon photonics platform, ensuring it remains at the forefront of technological innovation and continues to deliver superior performance for its global customer base. Industry analysts see this R&D investment as vital for GF to maintain its competitive edge in the long term.
“Combining AMF’s specialized expertise with GF’s global scale and resources creates a powerhouse in the silicon photonics arena,” remarked Jagadish CV, CEO of AMF. “We are excited to contribute our technology and talent to GF’s vision, and together, we will drive the adoption of silicon photonics across a much broader range of markets and applications.”
FAQ
What did GlobalFoundries (GFS) announce on November 18, 2025?
GlobalFoundries announced the acquisition of Advanced Micro Foundry in Singapore, expanding its silicon photonics capabilities.
How does the AMF acquisition affect GlobalFoundries’ silicon photonics capacity?
The acquisition adds AMF’s 200mm manufacturing in Singapore and includes plans to scale capacity to 300mm as market needs grow.
Will GlobalFoundries open new R&D after acquiring AMF?
Yes; GF plans a silicon photonics research center of excellence in Singapore in partnership with A*STAR.
What markets will GlobalFoundries target with the AMF acquisition (GFS)?
GF will target AI datacenters, long‑haul optical communications, LiDAR, sensing, automotive and quantum computing applications.
Does the announcement specify performance targets for photonics technology?
GF and A*STAR will focus on next‑generation materials for ultra‑fast data transfer targeting 400Gbps performance.
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