GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends, technology roadmaps, and the company’s work with MIPS on ultra-low-power compute solutions.

IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds strong opportunities during transitions to new standards. According to Edom, high-value-added products are less affected by memory price surges because customers willing to support higher prices will be prioritized. The market may need some time to return to a supply–demand balance.

GlobalFoundries (GF) announced it will acquire Singapore-based silicon-photonics foundry Advanced Micro Foundry (AMF), a move that represents a critical step in its push to advance photonics innovation and solidify its leadership in the field. The acquisition underscores GF’s growing confidence in photonics as a cornerstone of future semiconductor and AI infrastructure.

With military conflicts in areas around the Gulf of Aden and the Red Sea easing, Egypt aims to restore the Suez Canal’s former traffic levels to boost its fiscal revenue. However, two major factors continue to deter shipping companies from resuming passage through this strategic waterway, opting instead to reroute around the Cape of Good Hope.