美国CHIPS法案向格芯拨款3亿美元推动CPO研发

US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT.

This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics.

(For reference, Sivers and Lumentum were the only two public laser suppliers named in GFS presentation slides. Sivers laser arrays was named recently as a reference design in Globalfoundries SCALE for CPO).

Per US Gov announcement: "GlobalFoundries will receive up to $300 million to accelerate domestic CPO R&D by two to three years" (NIST)

Never thought we'd see the US Gov / $INTC foundry playbook for CPO in specific...