Applied Materials, Inc. announced on September 24 2025 a new partnership with GlobalFoundries (GF) to build a state‑of‑the‑art waveguide fabrication facility at GF’s Singapore site. The collaboration is aimed at accelerating the emerging photonics inflection driven by artificial intelligence (AI) and related applications such as augmented reality (AR).
The facility will focus on developing waveguide components, with Applied Materials providing its materials‑engineering expertise and GlobalFoundries serving as the high‑volume manufacturing partner. By leveraging its deposition, etch, and metrology capabilities, Applied Materials will help GF produce the precise waveguide structures required for high‑performance optical interconnects and photonic integrated circuits. The Singapore location positions the partnership to tap the growing demand for AI‑enabled optical solutions in the Asia‑Pacific region.
This partnership marks a strategic expansion for Applied Materials into the photonics market, a sector that is becoming increasingly important for AI data centers and consumer AR devices. By combining Applied Materials’ advanced materials engineering with GlobalFoundries’ manufacturing scale, the collaboration is expected to accelerate the commercialization of photonic technologies that can deliver higher bandwidth, lower latency, and greater energy efficiency for next‑generation AI workloads.
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