# GlobalFoundries Moves $1 Billion Silicon Photonics Run Rate Goal to 2027

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/49540
Published: 2026-11-05T20:42:42.000Z
Updated: 2026-11-05T20:42:42.000Z
Section: Business

> GlobalFoundries expects $500 million in silicon photonics revenue in 2026. Customer prepayments are expected to cover about one-third of its 2027 investment.

GlobalFoundries has moved its silicon photonics target forward by a year, aiming for an annualized revenue run rate near $1 billion by the end of 2027 while planning $4 billion in net capital spending that year.

The company expects silicon photonics revenue of $500 million in 2026. Capacity is booked through 2027, with bookings extending further into 2028.

Customer prepayments are expected to support about one-third of the planned 2027 investment. GlobalFoundries also expects about 80% of a reallocated $955 million U.S. CHIPS award to go toward capital spending.