原文：
US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT.
This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics.
(For reference, Sivers and Lumentum were the only two public laser suppliers named in GFS presentation slides. Sivers laser arrays was named recently as a reference design in Globalfoundries SCALE for CPO).
Per US Gov announcement: "GlobalFoundries will receive up to $300 million to accelerate domestic CPO R&D by two to three years" (NIST)
Never thought we'd see the US Gov / $INTC foundry playbook for CPO in specific...
翻译：
美国政府将持有 $GFS 1% 的股份，并为他们颁发 3 亿美元的美国芯片法案奖励。
这实际上是对 $SIVE / $LITE 的一个强有力的信号，因为这个芯片法案特别针对推进 CPO + 硅光子技术。
（为了参考，Sivers 和 Lumentum 是 GFS 演示文稿中唯一两个被提及的公开激光供应商。Sivers 激光阵列最近被命名为 Globalfoundries SCALE 中的 CPO 参考设计）。
根据美国政府的公告：“GlobalFoundries 将获得高达 3 亿美元的资金，以加速国内 CPO 研发，提前两到三年”（NIST）。
从未想到我们会看到美国政府 / $INTC 代工厂的 CPO 游戏规则……
US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT.
This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics.
(For reference, Sivers and Lumentum were the only two public laser suppliers named in GFS presentation slides. Sivers laser arrays was named recently as a reference design in Globalfoundries SCALE for CPO).
Per US Gov announcement: "GlobalFoundries will receive up to $300 million to accelerate domestic CPO R&D by two to three years" (NIST)
Never thought we'd see the US Gov / $INTC foundry playbook for CPO in specific...
翻译：
美国政府将持有 $GFS 1% 的股份，并为他们颁发 3 亿美元的美国芯片法案奖励。
这实际上是对 $SIVE / $LITE 的一个强有力的信号，因为这个芯片法案特别针对推进 CPO + 硅光子技术。
（为了参考，Sivers 和 Lumentum 是 GFS 演示文稿中唯一两个被提及的公开激光供应商。Sivers 激光阵列最近被命名为 Globalfoundries SCALE 中的 CPO 参考设计）。
根据美国政府的公告：“GlobalFoundries 将获得高达 3 亿美元的资金，以加速国内 CPO 研发，提前两到三年”（NIST）。
从未想到我们会看到美国政府 / $INTC 代工厂的 CPO 游戏规则……
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