异动解读|GLOBALFOUNDRIES盘前上涨5.09%,与Sivers半导体达成AI光子学战略合作

行情直击
Jun 02

6月2日,GLOBALFOUNDRIES盘前上涨5.09%,报83.48美元/股,成交额171.8万美元。

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,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250亿美元的可插拔光学市场。这一战略举措被市场视为GLOBALFOUNDRIES在AI和先进封装领域的重要布局。此前该股因大股东穆巴达拉拟减持19.1亿美元股份,5月27日一度大跌8.84%,本次合作消息提振市场信心,推动股价修复。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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