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GlobalFoundries expands in China on optical module demand

Original: GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contra

US contract chipmaker GlobalFoundries says demand for Chinese optical modules is strengthening as data centre construction accelerates. The company is expanding its footprint in China to serve domestic clients, despite ongoing US-China technology restrictions. Analysts see the move as a sign that semiconductor supply chains remain tied to Chinese infrastructure growth even amid tightening export controls.

Why now: Data centre buildout driven by AI is boosting chip and optical module demand, making GlobalFoundries' China expansion notable amid US-China tech tensions.

GlobalFoundriesChinaSouth China Morning Post

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• GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contract chipmaker is expanding its presence in China to serve domestic clients amid the infrastructure boom. https://www. scmp.com/tech/tech-trends/arti… · china@universeodon.com · 1

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