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GlobalFoundries Acquires InfiniLink, Expands Connectivity Portfolio

InfiniLink acquired by GlobalFoundries

AcquisitionManufacturing

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InfiniLink logo
Acquired

InfiniLink

Semiconductors

Undisclosed amount

November 27, 2025

GlobalFoundries logo
Acquirer

GlobalFoundries

Semiconductor Manufacturing

GlobalFoundries has acquired InfiniLink for an undisclosed amount. InfiniLink is a semiconductor startup specializing in high-speed connectivity, developing ultra-high-speed SerDes and Optical Transceiver chiplets using advanced Silicon and Si-Photonics technologies. Its primary focus is powering connectivity solutions for NextGen AI Data Centers. GlobalFoundries, a global leader in specialized foundry manufacturing, is known for its diverse semiconductor technology platforms, including next-generation silicon photonics solutions designed to meet the explosive growth of soaring data volumes while significantly reducing power consumption.

This acquisition marks a strategic move for GlobalFoundries, directly addressing the escalating demand for energy-efficient, high-bandwidth interconnects critical for advanced computing applications like AI training, machine learning, and data center disaggregation. InfiniLink's expertise in developing specialized SerDes and optical transceivers provides GlobalFoundries with crucial intellectual property and a team of semiconductor industry veterans. This integration will enhance GlobalFoundries' existing capabilities and accelerate its push into key high-growth markets.

The synergy between InfiniLink's innovative chiplet designs and GlobalFoundries' advanced manufacturing capabilities, particularly in silicon photonics, is expected to accelerate the development and market adoption of highly integrated connectivity solutions. GlobalFoundries will gain proprietary SerDes and optical transceiver technology, strengthening its portfolio for crucial data center and AI applications where InfiniLink's products, such as the iOTC-G1, are optimized for low-power Ethernet and PCIe linear pluggable optical modules. This integration is anticipated to position the combined entity as a formidable provider of comprehensive, high-performance connectivity solutions, addressing the industry's urgent need for faster and more energy-efficient networks crucial for future technological advancements across various sectors.

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