BEIJING, September 29, 2026: Demand for optical modules made in China is strengthening as artificial-intelligence infrastructure expands, according to the South China Morning Post.
Optical modules are important components in data-center networking because they help transmit large volumes of information between servers and other equipment.
South China Morning Post report noted that GlobalFoundries is expanding its presence in China’s optical-module supply chain while serving local manufacturers.
AI drives networking demand
AI data centers require high-speed connections between large numbers of computing systems. That has increased demand for optical communications components capable of handling large data flows.
China’s data-center capacity is also expanding rapidly. NewsNationOnline reported on the scale of China’s data-center infrastructure.
Semiconductor ecosystem
The optical-module market sits between semiconductor manufacturing, networking equipment and AI infrastructure. Growth in one part of the ecosystem can increase demand for components across the supply chain.
Industry outlook
Future demand will depend on AI investment, data-center construction, networking standards and the availability of advanced semiconductor components.
Source: South China Morning Post.
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