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Mmastodon TechnologySemiconductors first seen 15 h ago, last 2 h ago, peak #4

GlobalFoundries sees strong Chinese demand for optical modules

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

US contract chipmaker GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The company is expanding its presence in China to serve domestic clients amid an infrastructure boom, positioning itself to benefit from heavy investment in data centres despite ongoing tensions between Washington and Beijing over semiconductor supply chains.

Why now: Data centre buildout driven by AI is boosting demand for chips and optical components, and GlobalFoundries' China expansion stands out amid US-China tech tensions.

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