12/06/2026
It’s striking to see how quickly new inflection points are emerging in computing, particularly at the intersection of AI and photonics.
Yesterday, we celebrated the shipment of the first augmented reality waveguide wafer for Applied Materials’ Photonics Platform Business!
This milestone also reflects the strength of our partnership with GlobalFoundries. By combining Applied’s expertise in materials engineering, process technology and equipment with GF’s manufacturing capabilities, we are working together to co-optimize and scale these technologies, bringing them closer to reality.
More broadly, this collaboration marks a significant step in the evolution of photonics as a foundational technology for next-generation AI applications, including areas like AR and more human-centric digital experiences that depend on ultra-efficient, lightweight, high-performance optical systems.
We are excited to be at the forefront of accelerating these critical technologies, which will fundamentally reshape how next-generation AI-powered smart glasses are designed and built.