Market chatter says AMD is teaming up with GlobalFoundries to move into silicon photonics, and traders have named these four targets
AMD plans to collaborate with GlobalFoundries to develop a next-generation AI accelerator Instinct MI500 chiplet co-packaged optics solution, improving data center transmission efficiency and reducing power consumption and latency. This technology represents a strategic focus for future AI infrastructure, and it also drives increased demand across the related supply chain, including external laser light source suppliers such as Sivers and Lumentum. However, the specific details of the collaboration still need to be confirmed later.
ChainNewsAbmedia·04-21 05:15

