--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43032517.md" description: "๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: $GlobalFoundries(GFS.US) GlobalFoundries Signs LOI for $๐Ÿฏ๐Ÿฌ๐Ÿฌ ๐— ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป CHIPS R&D Award to Advance AI Photonics - $AMD(AMD.US) $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Broadcom(AVGO.US) ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:โžค ๐—š๐—น๐—ผ๐—ฏ๐—ฎ๐—น๐—™๐—ผ๐˜‚๐—ป๐—ฑ๐—ฟ๐—ถ๐—ฒ๐˜€ signs LOI for a $๐Ÿฏ๐Ÿฌ๐Ÿฌ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป CHIPS R&D award.โžค Funding will accelerate next-generation ๐˜€๐—ถ๐—น๐—ถ๐—ฐ๐—ผ๐—ป ๐—ฝ๐—ต๐—ผ๐˜๐—ผ๐—ป๐—ถ๐—ฐ๐˜€ development for AI infrastructure.โžค R&D focuses on ๐—ผ๐—ฝ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐—บ๐—ฎ๐˜๐—ฒ๐—ฟ๐—ถ๐—ฎ๐—น๐˜€, wafer technologies, and advanced packaging.โžค Program supports ๐—ป๐—ฒ๐—ฎ๐—ฟ-๐—ฝ๐—ฎ๐—ฐ๐—ธ๐—ฎ๐—ด๐—ฒ๐—ฑ and ๐—ฐ๐—ผ-๐—ฝ๐—ฎ๐—ฐ๐—ธ๐—ฎ๐—ด๐—ฒ๐—ฑ optics deployment.โžค Commerce Department will receive approximately ๐Ÿญ% equity ownership in GlobalFoundries.โžค Initiative builds on GF's ๐—ฆ๐—–๐—”๐—Ÿ๐—˜โ„ข silicon photonics platform.โžค Platform targets ๐Ÿฐ๐Ÿฌ๐Ÿฌ๐—š๐—ฏ/๐˜€ performance and ๐Ÿฑ๐˜… greater energy efficiency.โžค R&D and manufacturing will leverage GF facilities in ๐—ก๐—ฒ๐˜„ ๐—ฌ๐—ผ๐—ฟ๐—ธ and ๐—ฉ๐—ฒ๐—ฟ๐—บ๐—ผ๐—ป๐˜.โžค Industry leaders including ๐—”๐— ๐——, ๐—ก๐—ฉ๐—œ๐——๐—œ๐—”, ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ๐˜€๐—ผ๐—ณ๐˜, ๐— ๐—ฒ๐˜๐—ฎ, and ๐—•๐—ฟ๐—ผ๐—ฎ๐—ฑ๐—ฐ๐—ผ๐—บ backed the initiative.๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:โžค Strengthens U.S. leadership in AI chips, optical networking, and semiconductor manufacturing.โžค Silicon photonics is becoming essential to scaling next-generation AI data centers.โžค Faster optical interconnects reduce power consumption and eliminate data movement bottlenecks.โžค Reinforces domestic AI supply chains through government and industry collaboration.๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:๐—›๐—ผ๐˜„๐—ฎ๐—ฟ๐—ฑ ๐—Ÿ๐˜‚๐˜๐—ป๐—ถ๐—ฐ๐—ธ, U.S. Secretary of Commerce:โ€œWith todayโ€™s compute supply chain investments, the Trump Administration is accelerating Americaโ€™s innovation engine. These strategic investments will enhance our countryโ€™s domestic capabilities, create high-paying jobs and keep America at the forefront of the semiconductor industry.โ€๐—•๐—ถ๐—น๐—น ๐—™๐—ฟ๐—ฎ๐˜‚๐—ฒ๐—ป๐—ต๐—ผ๐—ณ๐—ฒ๐—ฟ, Executive Director for Semiconductor Innovation and Investment, U.S. Department of Commerce:โ€œThe CHIPS R&D incentives will support a breakthrough in compute and communication networks moving past traditional copper bottlenecking to power next-generation AI. Accelerating R&D for domestic photonics capabilities and advanced packaging provides American industry the extreme bandwidth and energy efficiency to scale complex AI workloads securely and rapidly.โ€๐—ง๐—ถ๐—บ ๐—•๐—ฟ๐—ฒ๐—ฒ๐—ป, CEO of GlobalFoundries:โ€œSilicon photonics is essential to AI infrastructure. For a decade, the industry talked about the shift from copper to optical as something that was coming โ€” today it is here, moving data at higher bandwidth and improved power efficiency as workloads grow more complex. GlobalFoundries has spent more than a decade building the technology, footprint and ecosystem to lead this transition, and we have the proven manufacturing foundation to scale it โ€” in the United States โ€” accelerating technology leadership for generations to come. We are proud to deepen our partnership with the U.S. Government, and the CHIPS R&D Office in particular, to accelerate our programs.โ€๐—š๐—ฟ๐—ฒ๐—ด๐—ด ๐—•๐—ฎ๐—ฟ๐˜๐—น๐—ฒ๐˜๐˜, Chief Technology Officer of GlobalFoundries:โ€œAs we accelerate development of next-generation optical materials and co-packaged optics, GF is building on our already qualified portfolio of photonic devices, proven 3D hybrid bonding and advanced packaging expertise, combined with our manufacturing scale to bring near-packaged and co-packaged optics to high volume โ€” putting our customers on a direct, U.S.-based path to scaling optical connectivity for tomorrowโ€™s AI systems.โ€๐—๐—ฒ๐—ป๐˜€๐—ฒ๐—ป ๐—›๐˜‚๐—ฎ๐—ป๐—ด, Founder and CEO of NVIDIA:โ€œRebuilding our supply chains is critical to the new industrial revolution. Scaling US manufacturing requires advances across chips, networking, optics, software, and manufacturing. Silicon photonics is essential to that future, and GlobalFoundries brings the manufacturing expertise to help make it real in the United States."" datetime: "2026-07-29T10:37:02.000Z" locales: - [en](https://longbridge.com/en/topics/43032517.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43032517.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43032517.md) author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)" --- # ๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: $GlobalFoundries(GFS.US) GlobalFโ€ฆ ### Related Stocks - [GFS.US](https://longbridge.com/en/quote/GFS.US.md) - [GF.US](https://longbridge.com/en/quote/GF.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)