◆ NeutralGFSTSEMCOHR

GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?

Zacks Investment Research·
GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?

GlobalFoundries (GFS) has partnered with SMART Photonics to combine silicon and indium phosphide photonics manufacturing capabilities. The company reported 62% year-over-year revenue growth in communications infrastructure and data center in Q2 2026, driven by strong AI and optical networking demand. GFS is advancing 1.6-terabit and 3.2-terabit optical modules while producing 200-gigabit-per-lane technology, though financial contributions from the SMART partnership will take time to materialize.

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