India, May 19 -- As major foundries including TSMC and Samsung accelerate their push into silicon photonics, specialty chipmaker GlobalFoundries continues to build steady momentum. According to the Investing.com transcript, management increasingly views silicon photonics as a core growth engine, expecting revenue to roughly double in 2026 and potentially exceed US$1 billion by the end of 2028.

For reference, during the Q&A session at the May 5 earnings call, analysts also pointed to expectations of roughly US$400 million in revenue contribution in 2026.

As highlighted by Yahoo Finance, GlobalFoundries' silicon photonics portfolio is gaining fast traction, driven by the industry's shift toward pluggable and co-packaged optics as AI data ...