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The YouTuber suggests Global Foundries as a scale player in silicon photonics manufacturing. The company combines photonics fabrication with advanced packaging, doubling its photonics revenue in 2025 and expecting to nearly double it again in 2026, with management targeting a $1 billion run rate by 2028. While photonics is a small part of total revenue, its rapid growth is a strong signal.
“They doubled photonics revenue to over $200 million in 2025, and they expect to nearly double it again in 2026. Management says that they are on a path to $1 billion run rate by 2028.”