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Chips & Compute Industry & Manufacturing2 min reading time

GlobalFoundries reportedly sees strong demand for Chinese optical modules

The Next WebPublished 15 days ago

Read the full article

GlobalFoundries reports strong demand for Chinese optical modules amid growing data center construction and is expanding photonics chip production in China. The company acquired Advanced Micro Foundry in 2025, becoming the largest pure-play silicon photonics foundry. Meanwhile, US regulatory pressure on Chinese optics could impact costs for American cloud providers.

#advanced-micro-foundry #amazon #counterpoint #data-centers #fcc #global-foundries #silicon-photonics

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