Lumentum, a leading US semiconductor firm, has announced plans to expand its manufacturing base in Thailand and establish a new photonics chip R&D and design centre. The investment focuses on high-performance photonics chips used in AI, fibre optics, and data centre technologies. As AI data center deployments continue to accelerate, demand for high-speed optical interconnects has seen burgeoning growth, triggering a new wave of capacity expansion across the optical communications industry. On June 16, Dongshan Precision (DSBJ) announced that its wholly owned subsidiary. V. The global semiconductor supply chain consists of three distinct stages – IC design, wafter fabrication, and assembly, testing, and packaging (ATP), which is highly complex and diversified geographically. The country hosts a diverse ecosystem of foreign IDMs, EMS providers, and OSATs, supporting advanced multi‑layer and. (Yicai) June 17 -- Source Photonics, a subsidiary of Chinese electronics manufacturer Dongshan Precision Manufacturing, plans to invest USD1. In 2024, I touched on the Bac Ninh province in Vietnam, highlighting a few of the reasons why global industry giants like Amkor, Nvidia, and Samsung have chosen to establish a presence.
