Silicon Photonics

Himax Technologies reaffirms its strong partnership with FOCI on Co-Packaged Optics (CPO). Their joint development leverages Himax’s WLO nano imprinting technology with FOCI’s silicon photonics expertise. The first-generation CPO solution is undergoing customer validation for mass production in 2026. Future efforts focus on next-generation high-speed optical transmission for AI data centers and HPC. This collaboration highlights Himax’s strategic expansion into advanced optical technologies.

GlobalFoundries (GFS) acquired Advanced Micro Foundry (AMF) on Nov 18, 2025, creating the largest pure-play silicon photonics foundry by revenue. The deal expands GF’s 200mm production with plans to scale to 300mm and accelerates silicon photonics capacity in the U.S. and Singapore for AI datacenters and other applications. GF will establish a silicon photonics research center in Singapore with A*STAR, targeting 400Gbps data transfer solutions. This move strengthens GF’s position in the growing silicon photonics market.