GlobalFoundries says it is seeing strong demand for optical modules in China, citing growth in data-centre construction. In an interview reported by outlets, a senior executive in the company’s photonics and radio frequency division says demand in the optical networking module segment is “strong,” linking the trend to rising needs for faster data transmission between servers.
Optical modules convert electrical signals into light to move information through optical networks, and they are commonly used for communication inside and between data centres. The reports also state that GlobalFoundries is expanding its presence in China to better serve domestic clients as demand increases. The two articles present the same core claim—strong demand tied to data-centre growth—while providing limited additional detail beyond the company’s perspective and the interview context.
Across the coverage, the main emphasis is on the demand signal and the connection to the broader infrastructure build-out, rather than on specific contract volumes, pricing, or named customers.
