Story thread · 2 reports / 1 sources

Huawei Hubble builds China's InP optical chip stack for the AI interconnect era

digitimes.com · 3hShare

Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a string of Chinese photonics and high-speed interconnect companies, including Vertilite , Yuanjie Semiconductor , North Ocean Photonics (NOP), and Newport Coast (Beijing) Technology, covering lasers, optical components, and transmission chips. The portfolio is now increasingly exposed to the same 800G, 1.6T, and 3.2T interconnect demand reshaping AI data centers.

First report: Lightmatter sets optical interconnect blueprint as AI hits copper wall — digitimes.com, 1d