Applied Materials and GlobalFoundries Partner to Accelerate AI-Powered Photonics
Applied Materials (NASDAQ:AMAT) has announced a strategic partnership with GlobalFoundries to establish a cutting-edge waveguide fabrication facility in Singapore. The collaboration aims to accelerate AI-powered photonics development, focusing on components for augmented reality (AR) glasses and next-generation AI applications.
The partnership leverages Applied Materials' materials engineering expertise and GlobalFoundries' semiconductor manufacturing capabilities to develop and produce high-volume waveguide components. This initiative will support the growing demand for ultra-efficient, lightweight optical systems essential for human-centric digital experiences.
The facility will be part of Singapore's expanding photonics ecosystem, which includes materials, sensors, integration, assembly, test, and applications development.
Applied Materials (NASDAQ:AMAT) ha annunciato una partnership strategica con GlobalFoundries per creare un impianto all’avanguardia di fabbricazione di waveguide a Singapore. La collaborazione mira ad accelerare lo sviluppo di fotonica guidata dall’IA, concentrandosi su componenti per occhiali AR e applicazioni IA di nuova generazione.
La partnership mette a frutto l’expertise di Applied Materials nell’ingegneria dei materiali e le capacità di produzione di semiconduttori di GlobalFoundries per sviluppare e produrre componenti di waveguide in grandi volumi. Questa iniziativa sosterrà la crescente domanda di sistemi ottici ultra-efficienti e leggeri, essenziali per esperienze digitali incentrate sull’uomo.
L’impianto farà parte dell’ecosistema fotonico in espansione di Singapore, che comprende materiali, sensori, integrazione, assemblaggio, test e sviluppo di applicazioni.
Applied Materials (NASDAQ:AMAT) ha anunciado una asociación estratégica con GlobalFoundries para establecer una instalación de fabricación de guías de onda de vanguardia en Singapur. La colaboración busca acelerar el desarrollo de fotónica impulsada por IA, centrándose en componentes para gafas AR y aplicaciones de IA de próxima generación.
La asociación aprovecha la experiencia en ingeniería de materiales de Applied Materials y las capacidades de fabricación de semiconductores de GlobalFoundries para desarrollar y producir componentes de guía de onda en gran volumen. Esta iniciativa respaldará la creciente demanda de sistemas ópticos ultraeficientes y ligeros, esenciales para experiencias digitales centradas en el ser humano.
La instalación formará parte del ecosistema fotónico en expansión de Singapur, que incluye materiales, sensores, integración, ensamblaje, pruebas y desarrollo de aplicaciones.
Applied Materials (NASDAQ:AMAT)가 GlobalFoundries와 전략적 파트너십을 발표하여 싱가포르에 최첨단 웨이브가이드 제조 시설을 설립합니다. 이 협력은 AI 기반 광자학 개발을 가속화하고 AR 안경용 부품 및 차세대 AI 응용 분야에 초점을 맞춥니다.
파트너십은 Applied Materials의 재료 공학 전문성과 GlobalFoundries의 반도체 제조 역량을 활용하여 대량의 웨이브가이드 부품을 개발·생산합니다. 이 이니셔티브는 인간 중심의 디지털 경험에 필수인 초고효율·경량의 광학 시스템에 대한 증가하는 수요를 뒷받침할 것입니다.
시설은 싱가포르의 확장 중인 광소자 생태계의 일부가 될 것이며, 여기에는 재료, 센서, 통합, 조립, 테스트 및 애플리케이션 개발이 포함됩니다.
Applied Materials (NASDAQ:AMAT) a annoncé un partenariat stratégique avec GlobalFoundries pour établir une installation de fabrication de guides d’ondes de pointe à Singapour. La collaboration vise à accélérer le développement de la photonique pilotée par l’IA, en se concentrant sur des composants pour des lunettes AR et des applications d’IA de nouvelle génération.
Le partenariat réunit l’expertise en ingénierie des matériaux d’Applied Materials et les capacités de fabrication de semi-conducteurs de GlobalFoundries pour développer et produire des composants de guides d’ondes en volumes importants. Cette initiative soutiendra la demande croissante de systèmes optiques ultra-efficaces et légers, essentiels pour des expériences numériques centrées sur l’humain.
L’installation s’inscrira dans l’écosystème photonique en expansion de Singapour, qui comprend les matériaux, les capteurs, l’intégration, l’assemblage, les tests et le développement d’applications.
Applied Materials (NASDAQ:AMAT) hat eine strategische Partnerschaft mit GlobalFoundries angekündigt, um in Singapur eine hochmoderne Fertigungsanlage für Wellenleiter zu errichten. Die Zusammenarbeit zielt darauf ab, die KI-gesteuerte Photonikentwicklung zu beschleunigen, mit Fokus auf Komponenten für AR-Brillen und nächste Generation KI-Anwendungen.
Die Partnerschaft nutzt das Material-Engineering-Know-how von Applied Materials und die Halbleiterfertigungskapazitäten von GlobalFoundries, um Wellenleiter-Komponenten in großem Volumen zu entwickeln und herzustellen. Diese Initiative wird die wachsende Nachfrage nach ultraeffizienten, leichten optischen Systemen unterstützen, die für menschzentrierte digitale Erlebnisse unerlässlich sind.
Die Anlage wird Teil des sich erweiternden Photonik-Ökosystems Singapurs sein, das Materialien, Sensoren, Integration, Montage, Tests und Anwendungsentwicklung umfasst.
Applied Materials (NASDAQ:AMAT) أعلنت عن شراكة استراتيجية مع GlobalFoundries لإقامة منشأة تصنيع موجّهات ضوئية متقدمة في سنغافورة. تهدف الشراكة إلى تسريع تطوير الفوتونيك المدعوم بالذكاء الاصطناعي، مع التركيز على مكونات لعَوام AR وتطبيقات الذكاء الاصطناعي من الجيل التالي.
تستفيد الشراكة من خبرة Applied Materials في هندسة المواد و< b>قدرات GlobalFoundries في تصنيع أشباه الموصلات لتطوير وإنتاج مكونات موجّهة للموجة على نطاق واسع. ستدعم هذه المبادرة الطلب المتزايد على أنظمة بصرية عالية الكفاءة وخفيفة الوزن، الضرورية لتجارب رقمية تتمحور حول الإنسان.
ستكون المنشأة جزءاً من منظومة الفوتونيك المتنامية في سنغافورة، التي تشمل المواد، وأجهزة الاستشعار، والتكامل، والتجميع، والاختبار، وتطوير التطبيقات.
Applied Materials (NASDAQ:AMAT) 与 GlobalFoundries 建立战略伙伴关系，在新加坡设立一个前沿的波导制造设施。此次合作旨在加速以AI驱动的光子学开发，重点关注增强现实（AR）眼镜组件及下一代AI应用。
该伙伴关系结合 Applied Materials 的材料工程专长 与 GlobalFoundries 的半导体制造能力，以开发和生产大批量波导组件。这一举措将支持对超高效、轻量化光学系统日益增长的需求，这些系统对于以人为本的数字体验至关重要。
该工厂将成为新加坡日益扩大的光子学生态系统的一部分，涵盖材料、传感、集成、组装、测试与应用开发等领域。
- Strategic partnership combines Applied Materials' engineering expertise with GlobalFoundries' manufacturing capabilities
- Positions Applied Materials as a leader in the emerging AI-powered photonics market
- Expansion into high-growth AR and AI applications market
- Integration into Singapore's established photonics ecosystem
- None.
Insights
Applied Materials' partnership with GlobalFoundries positions them at the forefront of the AI-photonics convergence, particularly for AR applications.
This strategic collaboration between Applied Materials and GlobalFoundries represents a significant development in the semiconductor and photonics industries. The partnership centers on establishing a specialized waveguide fabrication facility in Singapore specifically designed to accelerate photonics applications driven by AI requirements.
The focus on waveguide technology is particularly noteworthy. Waveguides are essential components in augmented reality displays, directing light from a source to the user's eyes with precise control. By leveraging Applied Materials' expertise in materials engineering alongside GlobalFoundries' manufacturing capabilities, this collaboration targets the growing demand for advanced optical components in AR glasses.
What makes this partnership strategically important is its vertical integration approach. Applied Materials gains access to high-volume manufacturing capabilities without building their own facilities, while GlobalFoundries diversifies beyond traditional semiconductor manufacturing into the emerging photonics market. Singapore's existing photonics ecosystem provides an ideal foundation for this collaboration.
The timing aligns with increasing industry focus on human-centric AI applications. As AI systems become more sophisticated, the interface between humans and AI becomes critical – AR glasses represent one of the most promising interfaces for ambient computing experiences. This positions Applied Materials at a crucial intersection of semiconductor expertise, materials science, and AI-driven computing, potentially opening significant new market opportunities as AR adoption accelerates.
Applied is leveraging its leadership in materials engineering to provide the highest quality waveguides for augmented reality glasses
SANTA CLARA, Calif. and SINGAPORE, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced a strategic collaboration with GlobalFoundries (GF) to establish a state-of-the-art waveguide fabrication facility at GF Singapore to accelerate the emerging photonics inflection driven by AI.
The collaboration marks a significant milestone in the evolution of photonics as a foundational technology for next-generation AI applications, including augmented reality (AR) and human-centric digital experiences that require ultra-efficient, lightweight and high-performance optical systems. Applied Materials will develop waveguide components with GF as its high-volume manufacturing partner in Singapore, leveraging decades of semiconductor expertise.
“Photonics is rapidly becoming a critical enabler of augmented reality glasses that put humans at the center of the AI experience, and Applied Materials is uniquely positioned to lead this transformation,” said Dr. Paul Meissner, Vice President and General Manager of Applied Materials’ Photonics Platforms Business in the Office of the CTO. “The collaboration with GlobalFoundries allows Applied to extend our leadership in materials engineering and deliver highly integrated display technologies.”
“GlobalFoundries is proud to partner with Applied Materials to advance photonics innovation in Singapore,” said Yew Kong Tan, senior vice president and general manager, APAC Manufacturing and Singapore Site at GF. “By combining our global semiconductor manufacturing expertise with Applied’s cutting-edge materials engineering, we’re delivering innovative technology solutions that will drive and scale adoption of next generation devices.”
The collaboration builds on the emerging and vibrant photonics ecosystem in Singapore, encompassing materials, sensors, integration, assembly, test, and applications.
About Applied Materials
Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new semiconductor and advanced display in the world. The technology we create is essential to advancing AI and accelerating the commercialization of next-generation chips. At Applied, we push the boundaries of science and engineering to deliver material innovation that changes the world. Learn more at www.appliedmaterials.com.
Contacts:
Ricky Gradwohl (Media) 408.235.4676
Liz Morali (Financial Community) 408.986.7977
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