Sivers, GlobalFoundries Partner on AI Data Center Optics, June 02

Sivers Semiconductors AB and GlobalFoundries announced a strategic partnership on June 2, 2026, to develop advanced silicon photonics solutions for AI data center infrastructure. Sivers’ laser arrays will integrate into GlobalFoundries’ silicon photonics platform and SCALE optical engine solutions. The collaboration targets a $25 billion pluggable optics market by 2030, positioning both companies to capture demand from hyperscale data center operators.

What the Partnership Covers

Sivers’ laser arrays will be embedded into reference designs built on GlobalFoundries’ silicon photonics platform. The collaboration supports multiple optical connectivity architectures, including co-packaged optics (CPO) and linear pluggable optics (LPO). Sivers’ technology will also be available in GlobalFoundries’ SCALE CPO platform for next-generation optical sub-assemblies. GF’s SCALE solution combines integrated photonic devices, wavelength-division multiplexing, and advanced packaging to improve bandwidth density and system scalability.

Why AI Data Centers Need This Technology

AI workloads and hyperscale data center architectures demand advanced photonics that deliver higher bandwidth and improved energy efficiency. Optical connectivity is critical for managing data flow between servers and storage systems at scale. The partnership addresses this need by pairing Sivers’ laser array technology with GlobalFoundries’ established silicon photonics manufacturing capabilities. This combination enables customers to deploy scalable, power-efficient optical solutions.

Market Opportunity and Stock Impact

The pluggable optics market is projected to reach $25 billion by 2030, driven by continued AI infrastructure expansion. GlobalFoundries sees strong momentum for silicon photonics solutions as data center architectures evolve toward higher bandwidth density. With Meyka rating GFS a B+ and analysts consensus at neutral, the stock closed at $79.93 on June 2, down 0.05% for the day. The partnership positions GlobalFoundries to capture a portion of this high-growth market segment.

Final Thoughts

The Sivers-GlobalFoundries partnership addresses critical AI infrastructure needs through advanced optical solutions. With GFS rated B+ by Meyka and the $25 billion market opportunity ahead, investors should monitor execution on product development and customer adoption.

FAQs

Disclaimer:

The content shared by Meyka AI PTY LTD is solely for research and informational purposes.  Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.