异动解读 | GLOBALFOUNDRIES夜盘大涨5.02%,与Sivers半导体达成AI光子学战略合作

异动解读
Jun 02

GLOBALFOUNDRIES Inc. (GFS) 在夜盘交易时段大涨5.02%,引起了市场的高度关注。

消息面上,Sivers Semiconductors AB宣布已与GLOBALFOUNDRIES建立战略合作关系,双方将共同开发面向人工智能的光子学解决方案。此次合作旨在为数据中心提供共封装光学及线性可插拔光学解决方案。

根据合作计划,双方将通过扩展光学引擎解决方案,瞄准预计到2030年规模将达到250亿美元的可插拔光学市场。这一战略举措被视为GLOBALFOUNDRIES在人工智能和先进封装领域的重要布局,增强了投资者对公司未来增长潜力的信心。

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