Lark Davis(@LarkDavis):GlobalFoundries and the U.S. Commerce Dept have finalized a $21B semiconductor deal for Malta, New York: - 2 new fabs funded by Japanese capital - ~27K construction and ecosystem jobs plus 1,000+ manufacturing roles - $955M in CHIPS funding allocated to silicon photonics and packaging - U.S. takes a ~4% equity stake valued at ~$2B In the AI race, raw compute is useless without optical interconnects, these fabs build the silicon photonics needed to stop massive AI data clusters from melting under bandwidth and power bottlenecks.

Lark Davis

@LarkDavis

Entrepreneur & Bitcoin investor. Founder of The Inner Circle, the best Discord community in crypto! Tweets not financial advice.

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Lark Davis@LarkDavis

2026.10.14 22:36

GlobalFoundries and the U.S. Commerce Dept have finalized a $21B semiconductor deal for Malta, New York: - 2 new fabs funded by Japanese capital - ~27K construction and ecosystem jobs plus 1,000+ manufacturing roles - $955M in CHIPS funding allocated to silicon photonics and packaging - U.S. takes a ~4% equity stake valued at ~$2B In the AI race, raw compute is useless without optical interconnects, these fabs build the silicon photonics needed to stop massive AI data clusters from melting under bandwidth and power bottlenecks.