Advanced Micro Devices, Inc. (AMD) Acquires Enosemi to Strengthen Its Co-Packaged Optics Capabilities

Advanced Micro Devices, Inc. (NASDAQ:AMD) announced on Wednesday that it has acquired Enosemi, a company specializing in photonic integrated circuits, to strengthen its co-packaged optics capabilities within AI systems.

Enosemi had previously worked with Advanced Micro Devices, Inc. (NASDAQ:AMD) as an external development partner in the field of photonics, and the acquisition builds on that collaboration. Now operating under AMD, the Enosemi team is expected to help the company scale its efforts in developing and supporting advanced photonics and co-packaged optics technologies for next-generation AI infrastructure.

Co-packaged optics, the emerging technology in focus, enables data transmission using laser light over fiber optic cables between chips. This approach offers faster speeds and greater energy efficiency compared to conventional copper-based connections.

The move aligns with Advanced Micro Devices, Inc. (NASDAQ:AMD)'s broader strategy to build a comprehensive portfolio tailored to the evolving demands of AI. That strategy has included the integration of Xilinx’s adaptive SoC and AI Engine technologies, the addition of advanced networking through Pensando, the formation of a world-class AI software team via the acquisitions of Silo AI and Mipsology, and, most recently, the scaling of full rack-level system design through the recent acquisition of ZT Systems.

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