美国合约芯片制造商格芯看到中国光模块需求强劲，这正值数据中心建设热潮之际，该公司正扩大在华布局以更好地服务本土客户。
US contract chipmaker GlobalFoundries sees robust demand for Chinese optical modules amid the data centre construction boom, as the firm expands its presence in China to better serve its domestic clients.
该公司光子学与射频部门高级副总裁Shankaran Janardhanan在接受《南华早报》采访时表示，光网络模块领域的需求“强劲”。
Shankaran Janardhanan, senior vice-president of the firm’s photonics and radio frequency division, told the South China Morning Post in an interview that demand in the optical networking module segment was “strong”.
Janardhanan在公司近期于上海举办的年度技术峰会上表示，对中国光模块（用于高性能数据中心数据传输）的旺盛需求，部分推动了公司决定重注光子学领域。
The surging appetite for Chinese optical modules – used to transmit data in high-performance data centres – had partly driven the company’s decision to bet heavily on photonics, Janardhanan said at the company’s recent annual tech summit in Shanghai.
他补充道，随着数据标准快速从每通道100吉比特过渡到200吉比特，中国光模块制造商现在正大量向美国超大规模数据中心运营商出货。
Chinese optical module makers were now shipping heavily to US hyperscalers as data standards transition rapidly from 100 to 200 gigabits per second per lane, he added.
这为生产用于数据中心、汽车及其他系统的特种半导体的格芯开辟了新机遇，使其能开拓出服务这些中国光模块生产商的细分市场。
That is opening up new opportunities for GlobalFoundries, which makes speciality semiconductors for data centres, cars and other systems, to carve out a niche serving these Chinese optical module producers.
包括微软、亚马逊和Meta Platforms在内的美国超大规模运营商，以及阿里巴巴集团和腾讯控股等中国科技巨头，都在推进光互联以扩展其AI数据中心。
US hyperscalers including Microsoft, Amazon and Meta Platforms, as well as Chinese tech giants like Alibaba Group Holding and Tencent Holdings, are all pushing forward optical connectivity to scale their AI data centres.
AI芯片制造商英伟达也在致力于发展生态系统，将硅光子学集成到其架构中以突破传统电信号带宽限制。阿里巴巴持有《南华早报》。
AI chipmaker Nvidia is also working to develop the ecosystem, integrating silicon photonics into its architectures to overcome traditional electrical bandwidth limits. Alibaba owns the SCMP.
尽管业界仍在争论插拔式模块、近封装光学（NPO）还是共封装光学（CPO）将成为主流数据中心标准，但Janardhanan表示，光互联的主要障碍在于制造端。
While the industry debates whether pluggable modules, near-packaged optics (NPO) or co-packaged optics (CPO) will become the dominant data centre standard, Janardhanan said the major barrier to optical connectivity lay on the manufacturing side.
“无论是插拔式模块、NPO还是CPO，能够大规模制造和测试光学器件才是关键挑战，”他说。
“Whether it’s pluggables, NPO or CPO, being able to manufacture and test optics at scale is the key challenge,” he said.
该公司已推出硅光子学和先进封装解决方案以解决瓶颈问题。其关键产品之一是硅光子学共封装先进光引擎——即“Scale”，旨在实现复杂组件的大规模生产，并支持先进光连接的推广部署。
The company has launched solutions in silicon photonics and advanced packaging to address the bottleneck. One of the key products is its silicon photonics co-packaged advanced light engine – or “Scale” – which is designed to enable the mass production of the complex components and to support advanced optical connectivity roll out.
该公司已在中国运营12年，并在中国汽车行业建立了深厚联系。如今，它正进一步扩大在华制造版图，以更好地服务国内客户。
The firm has operated in China for 12 years and already has deep ties in the country’s automotive industry. Now it is further expanding its Chinese manufacturing footprint as it looks to better serve its domestic clients.
本月初，该公司在广州设立新办公室，旨在深化与本地晶圆厂芯动科技的制造合作，重点聚焦40纳米汽车芯片。
Earlier this month, it opened a new office in Guangzhou to deepen a manufacturing partnership with local foundry Zen Semi, focusing on 40-nanometre automotive chips.
Janardhanan表示，该协议旨在转移技术诀窍并在当地建立制造能力，以服务国内汽车市场，并补充说公司将根据具体情况决定是否推进进一步扩张计划。
The deal aimed to transfer technological know-how and build manufacturing capability locally to serve the domestic auto market, Janardhanan said, adding the company would decide on a case-by-case basis whether to pursue further expansion plans.
“这一合作证明了该模式行之有效，”他说。“我们选择了中国需要的市场和技术，并将随着市场演变继续评估机会。”他强调，区域化必须与全球供应链韧性相平衡。
“The partnership provides proof that the model can work,” he said. “We selected a market and technology that China needed, and we will continue to assess opportunities as the market evolves.” He stressed that regionalisation must be balanced with global supply chain resilience.
“在半导体行业，我认为没有任何单一地区能够独立覆盖整个价值链，”他说，并强调公司分布在美国、欧洲和亚洲的制造设施是核心竞争优势。
“In the semiconductor industry, I don’t think there is any single region that is able to independently cover the entire value chain,” he said, highlighting the company’s manufacturing facilities spread across the United States, Europe and Asia as a core competitive advantage.
格芯中国区总裁胡伟在媒体简报会上呼应了这一观点，指出广州新办公室旨在“进一步将制造能力拉近至客户身边”。
Victor Hu, GlobalFoundries’ China president, echoed this during a media briefing, noting that the new Guangzhou office aimed to “further pull manufacturing capabilities closer to clients”.
展望数据中心热潮之外，Janardhanan表示，物理AI——包括人形机器人、自动驾驶汽车和智能设备在内的领域——很快可能成为一个巨大市场。
Looking beyond the data centre boom, Janardhanan said that physical AI – a sector that includes humanoid robotics, autonomous vehicles and smart devices – could soon become a very large market.
“中国在现实世界物理AI部署方面发展迅速，”Janardhanan表示。“随着这一生态系统迅速展开，我们正将半导体技术与处理器IP及软件能力相结合，以演变为更全面的技术合作伙伴。”
“China is moving very fast in real-world physical AI deployment,” Janardhanan said. “We are combining our semiconductor technologies with processor IP and software capabilities to evolve into a more holistic technology partner as this ecosystem rapidly unfolds.”