AMD Acquires Enosemi to Accelerate Optical Innovation Across AI System Architectures

AMD has announced the acquisition of Enosemi, a Silicon Valley-based leader in photonic integrated circuit design and development. This strategic acquisition strengthens AMD’s rapidly evolving artificial intelligence (AI) technology portfolio, enhancing its capabilities in high-performance interconnect solutions and accelerating innovation in co-packaged optics for next-generation AI systems.

Enosemi has been a valued development partner to AMD, collaborating closely on advanced photonics technologies. Now, as part of AMD, the Enosemi team will play a pivotal role in scaling the company’s ability to develop and deploy cutting-edge photonics and co-packaged optics solutions to meet the growing performance demands of AI workloads.

Comprising an elite group of experts and PhD-level talent, Enosemi is one of the few teams globally to have successfully delivered photonic integrated circuits at commercial scale. Their expertise and execution align perfectly with AMD’s vision for high-performance, energy-efficient system architectures.

This acquisition is the latest milestone in AMD’s strategy to deliver full-stack AI innovation. In recent years, AMD has expanded its capabilities with the integration of:

• Xilinx’s adaptive SoC technologies and AI Engines;

• Pensando’s advanced data movement and networking solutions;

• AI software excellence through Silo AI and Mipsology;

• System design and integration leadership with the acquisition of ZT Systems.

As AI models continue to grow in complexity and size, the need for faster, more efficient data movement is critical. Optical interconnects—particularly co-packaged optics—offer transformative benefits in bandwidth density and power efficiency, enabling tighter integration between compute and networking to support the scale and performance required by advanced AI systems.

With this acquisition, AMD continues to advance its leadership across the compute stack—spanning CPUs, GPUs, adaptive SoCs, networking, software, and system design. The addition of Enosemi enhances AMD’s ability to innovate at the system level and reinforces its commitment to addressing the performance and scalability needs of tomorrow’s AI infrastructure.

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