GlobalFoundries sees strong Chinese optical demand amid data center boom
Stockwhiz•27/09/2026•13:58 ET
7
GlobalFoundries (NASDAQ: GFS) is expanding in China as strong optical module demand and data center connectivity upgrades create opportunities for its silicon photonics, packaging and specialty semiconductor businesses.
Chinese optical module makers are shipping heavily to US hyperscalers as data standards transition rapidly from 100 to 200 gigabits per second per lane, senior vice-president Shankaran Janardhanan said at the company’s annual tech summit in Shanghai.
Get started
Create a free account to read the full story and Whiz Insights.