GlobalFoundries sees strong demand for Chinese optical modules

GlobalFoundries reported strong demand for Chinese optical transceivers, which account for nearly two-thirds of the global market, and is betting big on silicon photonics. The company is expanding in China and preparing a major capacity increase driven by AI demand, while the FCC drafts a ban on Chinese optics in the US.

• China makes nearly two-thirds of the world's optical transceivers, per Counterpoint
• GlobalFoundries acquired Singapore-based Advanced Micro Foundry in November 2025
• The FCC is drafting a ban on Chinese optical modules in the US
• The company is preparing a large capacity expansion driven by AI demand