Bullish
U.S. CHIPS Act Funds GlobalFoundries $3B for CPO, Boosting Sivers and Lumentum
2026-07-30 01:26:39
GlobalFoundries secures $3B U.S. funding for Co-Packaged Optics R&D. Sivers Semiconductors and Lumentum identified as key beneficiaries of this strategic government investment.
Woofun AI reports that the U.S. government will acquire a 1% stake in GlobalFoundries while providing $3 billion in CHIPS Act funding to accelerate research in Co-Packaged Optics and Silicon Photonics. Serenity identifies Sivers Semiconductors and Lumentum as primary beneficiaries, noting they are the only listed laser suppliers mentioned in GlobalFoundries' materials.
Additionally, Sivers' laser array has been integrated into GlobalFoundries' SCALE platform CPO reference design.
WOOFUN AI
Impact Assessment · Quick Read
The explicit focus on CPO and Silicon Photonics signals a strategic pivot in U.S. semiconductor policy toward optical interconnects. By highlighting specific suppliers like Sivers and Lumentum, the funding structure may drive near-term valuation adjustments for these niche hardware providers. This move mirrors previous state-backed initiatives, suggesting sustained capital flow into advanced packaging ecosystems.
Generated by WOOFUN AI · For reference only, not investment advice
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