Vietnam semiconductor brief (2024)
According to SEMI, the Vietnam semiconductor market is projected to reach US$18.23 billion in 2024, with a CAGR of 11.48%. Learn more about
Vietnam''s strategic ascent up the global chip supply chain
Vietnam''s current partnerships with Synopsys and Cadence focus on foundational chip design training, though this is still limited in scope and not yet sufficient for competing in the more
Luxshare Precision Nvidia AI chip news — A-Share
GB300 mass-production ramp and any confirmed cloud provider contracts. Crystal Optoelectronics'' Vietnam base contribution throughout H2
Optical Communication Industry Trends 2026: AI, 800G/1.6T Optical
Explore optical communication industry trends in 2026, driven by AI infrastructure, 800G and 1.6T optical modules, silicon photonics, and next-generation data center connectivity solutions.
Vietnam''s Strategic Ascent Up the Global Chip Supply
Scheduled for completion before 2030, the project marks Vietnam''s first serious step into the high-value, technically demanding world of chip
LG Innotek expands Vietnam camera module plant
LG Innotek has completed the expansion of its camera module plant in Hai Phong, Vietnam, and started commercial operations at the new facility.
Vietnam Becomes a Key Player in Chip Manufacturing
Vietnam rises as a global chip hub with strategic advantages, investments, and expertise driving its semiconductor manufacturing growth.
LG Innotek doubles camera module production in Vietnam
LG Innotek has officially launched its V3 plant in Vietnam, doubling its camera module production capacity to meet rising global demand. The
AI Infra Market Bulletin
Google integrates TPU v7/v8, Ironwood racks, and Apollo OCS into a unified fabric, shifting the scaling unit from servers to racks. This drives 800G+
Global Optical Transceiver Market Strategic Audit 2026
The current super-normal profits generated by 800G modules have incentivized aggressive brownfield capacity expansions. As upstream optical chip yields improve and assembler
LG Innotek to spend $270 million to boost production
SEOUL, November 22 (AJP) - South Korea''s LG Innotek, the supplier of camera modules to Apple iPhones, announced on Thursday it will make 375.9 billion won
Where co-packaged optics (CPO) technology stands in
Co-packaged optics (CPO) technology, a key enabler for next-generation data center architectures, promises unprecedented bandwidth density
NVIDIA Vera Rubin NVL72: Full Specs & Platform
NVIDIA announced its most ambitious AI platform yet at GTC 2026. Here''s the full spec breakdown on every chip, rack, and configuration.
Vietnam''s Strategic Ascent Up the Global Chip Supply
Vietnam''s Strategic Ascent Up the Global Chip Supply Chain The recently passed Law on Science, Technology, and Innovation aims to lay a
LG Innotek''s Vietnam Factory Doubles Camera Module Output
Under the dualized production strategy, LG Innotek plans to actively utilize its Gumi complex as an optical solution ''mother factory'' dedicated to technology development (R&D) and the
Google''s High-Speed Interconnect Architecture to Push
Google''s next-generation TPU, Ironwood, integrates a 3D Torus network topology with the Apollo optical circuit switch (OCS) all-optical network,
Vietnam Aims to Become Global Semiconductor Hub with US Support
Vietnam''s aiming for a bold transformation—from a traditional assembly and testing hub into a full-spectrum global semiconductor powerhouse by mid-century. This blog post breaks down
Vietnam Semiconductor Market Size, Share, 2025-2030
Vietnam lacks advanced-node fabs, leaving high-margin AI processors and leading-edge mobile chips dependent on imports. Capital
Analysis of LINK-PP''s Optical Module Supply to
Cooperation Between LINK-PP and Vietnam Telecom in 2025 boosts Vietnam''s telecom with advanced optical modules, enhancing speed, reliability,
LG Innotek starts production at new Vietnam camera
September 24, 2025 /SemiMedia/ — LG Innotek said its new V3 camera module plant in Haiphong, Vietnam, has begun operations, marking a major expansion of
AI Data Centers Ignite a Laser Shortage Wave; Nvidia''s
Nvidia''s strategic monopoly on EMLs Beyond VCSELs used in short-reach links, mid- to long-reach optical modules mainly depend on two laser
Tianhong Fund Tracks China''s 800G Optical Module Boom
A Chinese fund report cites 101% expected 2026 growth for 800G optical modules and a 231.72% one-year return for Tianhong''s index fund.
How Vietnam Can Realize Its Semiconductor Ambitions
Vietnam recently unveiled its national strategy for developing the semiconductor industry, signaling its ambition to build a robust semiconductor
Broadcom, Marvell set to benefit as 1.6T optical modules near mass
1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments.
LG Innotek Pours $290 Million Into Vietnam Camera Module Plant
The move comes as LG Innotek''s optical solutions unit, which produces camera modules for smartphones and other devices, drives the company''s growth. The division generated 12 trillion
GlobalFoundries launches SCALE optics for AI data centers | GFS
"SCALE™ optical module solution for co-packaged optics (CPO)." Co-packaged optics are optical components—lasers and fiber interfaces—physically packaged together with a network
LG Innotek completes V3 plant in Vietnam to accelerate smartphone
The third Vietnamese plant of LG Innotek was recently completed and has begun producing the company''s camera modules for its optics solutions in Hai Phong.
Emergence of Vietnam in the Global Semiconductor
Vietnam is rapidly positioning itself as a significant player in the global market of semiconductors. This vision is supported by the strategic government
Photonics Is Becoming the New AI Bottleneck AI clusters are limited
Sergey (@SergeyCYW). 187 likes 9 replies. Photonics Is Becoming the New AI Bottleneck AI clusters are limited by how fast data moves between GPUs, racks, data centers, and