Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away at its data center dominance. AMD is now positioning itself to capture the next wave of AI-driven server demand, while Intel Chief Executive Lip-Bu Tan works to stabilize the company and regain lost ground.

GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world's largest pure-play silicon photonics (SiPh) foundry and expanding its reach across next-generation AI datacenter infrastructure. Announced on November 17, the deal strengthens GF's manufacturing scale, technology capabilities, and R&D footprint across Asia and the US, while underscoring Singapore's growing role as a strategic semiconductor hub. The companies did not disclose financial terms.