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UBS's latest research report reveals emerging trends in China's AI hardware industry chain, demonstrating sustained robust demand growth. The report indicates that AI infrastructure demand has expanded beyond traditional GPUs to encompass multiple critical supply chain segments. Key technologies inc

AI Hardware Industry Chain Analysis Optical Interconnect Silicon Carbide PCB Liquid Cooling AI Infrastructure Semiconductor Materials

UBS China AI Industry Chain Research: Optical Interconnect and SiC Heating Up, Shenghong Bets on Rubin PCB - odaily.news

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www.odaily.news 2026-07-01

UBS's latest research report reveals emerging trends in China's AI hardware supply chain, demonstrating sustained robust demand growth. The report indicates that while AI infrastructure demand remains strong, driving factors have expanded beyond traditional GPUs to encompass a broader range of hardw

AI hardware supply chain semiconductor materials optical interconnect SiC PCB liquid cooling AI infrastructure

MediaTek Emerges as Major Challenger in Optical Interconnect Chip Market - Pandaily

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pandaily.com 2026-06-27

MediaTek, a global leader in mobile chipsets, has entered the optical interconnect chip market, challenging Broadcom and Marvell's long-standing dominance in the AI data center optical chip sector. As AI clusters scale, the demand for higher bandwidth and lower power consumption is driving a shift f

Optical Interconnect Chip CPO Technology Micro LED AI Data Center Semiconductor Market Optical Communication Chip Design MediaTek

Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects

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digitimes.com 2026-06-12

SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing

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digitimes.com 2026-05-29

China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters

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digitimes.com 2026-05-27

LED maker Ennostar pivots to optical interconnects after high-value shift agin traction

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digitimes.com 2026-05-26

HBM-connected GPUs shifting toward optical interconnects - 富途牛牛

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news.futunn.com 2026-05-25

As artificial intelligence workloads continue to expand, demand for memory capacity and bandwidth is pushing existing GPU-HBM architectures toward their limits. Researchers at a major South Korean memory manufacturer have identified a new approach where the GPU and HBM are placed in separate package

GPU HBM Optical Interconnect Artificial Intelligence Semiconductor Packaging Memory Bandwidth 3D Packaging Optical Communication

NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. - 富途牛牛

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news.futunn.com 2026-05-22

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