Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom

China’s second-largest contract chipmaker, Hua Hong Grace Semiconductor, is aggressively expanding into silicon photonics, as the company looks to capture the next wave of the global artificial intelligence infrastructure boom.

Speaking on an earnings call with analysts on Thursday, Hua Hong chairman and president Bai Peng said the company planned to significantly expand its footprint in silicon photonics – a critical technology used in AI optical modules – during its next major capacity...