Sivers and GlobalFoundries Partner to Embed Laser Arrays in Silicon Photonics

Overview

• Sivers announced Tuesday that it will integrate its laser-array technology into GlobalFoundries’ silicon photonics reference designs and offer the parts through GF’s SCALE co‑packaged optics platform.
• The collaboration targets co‑packaged optics (CPO) and linear pluggable optics (LPO) and will use wavelength multiplexing technologies such as CWDM and DWDM to boost bandwidth per footprint.
• Investors reacted sharply on the news with Sivers’ stock rising more than 50% to a record above SEK 92, making it the most traded security on the Stockholm exchange and lifting market value to roughly SEK 29 billion.
• The companies disclosed technical scope but did not provide production timelines, volume commitments, customer orders, or any financial terms for the collaboration.
• Companies and analysts say the work could help hyperscale AI data centers increase bandwidth density and cut energy per bit, and the partners point to a projected $25 billion pluggable optics market by 2030 as the target opportunity.