GF Targets $1 Billion Silicon Photonics Revenue with AMF Acquisition

GlobalFoundries' MIPS has announced its intention to acquire the ARC IP business from Synopsys, a move that aligns with Synopsys' strategy to concentrate on its core IP business while GlobalFoundries expands its focus on physical AI technologies.

MEMS technology is driving advancements in photonics and optoelectronics, potentially reducing power consumption in AI data centers by up to 40%. This innovation highlights the growing importance of energy efficiency in the rapidly expanding AI sector.

At CES 2026, Romanian startup .lumen showcased innovative self-driving glasses designed for the blind, marking a significant advancement in assistive technology. These glasses aim to enhance mobility and independence for visually impaired individuals by utilizing AI-driven features.

CEA-Leti has initiated a multilateral effort to industrialize microLED interconnects, aiming to enhance the integration of artificial intelligence (AI) technologies. This initiative is part of a broader strategy to improve connectivity in semiconductor applications, which is critical for advancing AI capabilities.