GlobalFoundries Sees Strong Demand for Chinese Optical Modules

GlobalFoundries says demand for Chinese optical modules is strong as data centre construction grows, according to executive Shankaran Janardhanan at its Shanghai tech summit. Chinese firms make nearly two-thirds of the world's optical transceivers. The company has invested in photonics, buying Advanced Micro Foundry in November 2025. However, the FCC is drafting a ban on Chinese optics, which Counterpoint warns could raise costs for US cloud firms like Amazon and Microsoft.