Demand for Chinese optical modules is ‘strong’ amid AI boom: GlobalFoundries - South China Morning Post

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Ann Caoin ShanghaiPublished: 8:00pm, 27 Sep 2026US contract chipmaker GlobalFoundries sees robust demand for Chinese optical modules amid the data centre construction boom, as the firm expands its presence in China to better serve its domestic clients.

Ann Caoin ShanghaiPublished: 8:00pm, 27 Sep 2026US contract chipmaker GlobalFoundries sees robust demand for Chinese optical modules amid the data centre construction boom, as the firm expands its presence in China to better serve its domestic clients.

Shankaran Janardhanan, senior vice-president of the firm’s photonics and radio frequency division, told the South China Morning Post in an interview that demand in the optical networking module segment was “strong”.

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https://www.scmp.com/tech/tech-trends/article/3368817/globalfoundries-sees-strong-demand-chinese-optical-modules-amid-data-centre-boom
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