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GlobalFoundries: How Silicon Photonics Became a Core Differentiator in the AI Era!

GlobalFoundries Inc. recently reported its financial results for the fourth quarter and full year of 2025. The company achieved revenue of $1.83 billion for the fourth quarter, which marked an 8% sequential increase and flat growth year-over-year. For the full year, revenue was $6.791 billion, reflecting a modest 1% increase compared to 2024. The company’s gross margin improved by approximately 400 basis points year-over-year in the fourth quarter, a result of disciplined cost management and an emphasis on profitability. Positive financial highlights included the company’s continued strong performance in the communications, infrastructure, and data center markets, which experienced double-digit percentage growth year-over-year for the fifth consecutive quarter. Growth in this segment was driven by demand in SATCOM and optical networking, among others. The acquisition of Advanced Micro Foundry (AMF) and InfiniLink bolstered GlobalFoundries’ technology differentiation, particularly in silicon photonics, which is anticipated to double its revenue contribution again in 2026.