SOUTHEAST ASIA''S CHIP RACE PROSPECTS AND PERILS

Upstream chip companies for optical modules

Key upstream optical chip companies include Yunjie Technology, a top-six global optical chip manufacturer and leading domestic IDM for high-speed chips. Its 10G DFB chip has the highest global market share, while CW lasers rank second worldwide. The rapid development of AIGC has promoted the demand for 800G optical modules, and the entire industrial chain involving optical components, optical modules, and optical communication equipment is expected to fully benefit. Over the past year, the most active sector in A-shares has been AI, with optical modules emerging as the leading sub-sector.

AI Chip Components for Servers

Coverage across current and emerging chip types, including GPUs, CPUs, custom AI ASICs, and other AI chips, from over 40 chip designers, historic market data from 2022-2024, and market forecasts from 2025 to 2035. AI model training and inference workloads are forcing the industry to rethink not only how much compute fits in a rack, but how servers are architected from end to end — transforming computing infrastructure as we know it. 2 Hyperscalers are spending $380B+ on AI capex in 2025 while simultaneously building custom chips (TPU, Trainium, Maia, MTIA) that offer 40-65% TCO advantages over GPUs. 3 Broadcom and Marvell control ~95% of the custom ASIC co-design market — Google alone spends ~$8B/year with Broadcom on TPU. Within this hardware ecosystem, printed circuit boards (PCBs) play a critical role as the structural foundation for electronic components and the provider of electrical. Our new AI Chip Components explorer tracks how much advanced-node logic, memory, and advanced packaging capacity is consumed by leading AI chip designers. Artificial intelligence (AI) is being adopted across all industry sectors and the growing need to run AI (as well as machine learning, or ML) workloads is placing considerable demands on servers.

Driver chip for optical module

The driver chip is an electronic integrated circuit that delivers precise electrical signals to the laser transmitter chip (e. Build high-performance and power-efficient optical modules for wireless, data center and communication applications with our optical networking ICs. MACOM is pleased to announce production availability of our MACOM PURE DRIVE TIAs and Laser Drivers supporting LPO architectures. These high-performance parts have been leveraged in leading module and system level designs and enable highly efficient interconnect spanning both short reach and long.

KVM switcher chip DVI

Um mehrere PC‑Systeme mit nur einer Maus und einer Tastatur zu bedienen, wird ein KVM‑Switch benötigt. Beim DVI‑KVM‑Switch wird der Monitor über die DVI‑Schnittstelle angeschlossen. Wichtig ist beim Kauf auf die richtigen Eingänge für die Hardware sowie die Kabelführung. DVI-I DVI-Aüberträgt analoge Signale und wird häufig in Verbindung eines passiven VGA‑zu‑DVI‑Adapters benutzt, um ein analoges VGA-Signal an einen DVI-I Anschluss zu schicken. Denn gerade Geräte mit USB-Anschluss-Ports im unteren Preissegment nötigen den umgeschalteten PC dazu, die Maus und die Tastatur neu zu erkennen, was zu kleinen Aussetzern bei der Arbeit führt.

Optical Phase Modulator Chip

Visible-spectrum, compact, power-efficient, low-loss phase modulator is a breakthrough in integrated photonics; the device will improve LIDAR for remote sensing, AR/VR goggles, quantum information processing chips, implantable optogenetic probes, and more. Optical phase modulators with scalable platforms are essential for large-scale quantum computing. Quantum computers will require thousands, even millions, of channels to independently control each qubit, and, to support this requirement, optical phase modulators will need to be mass-producible as. The M-PY-1550 is the key component of Fiber Optic Gyroscope (FOG) for rotational rate sensing and inertial navigation systems. State Key Laboratory of Advanced Optical Communication Systems and Networks, Shanghai Key Lab of Navigation and Location Services, Shanghai Institute for Advanced Communication and Data Science, Department of Electronic Engineering, Shanghai Jiao Tong University, Shanghai 200240, China SJTU-Pinghu.

Upstream chip companies for optical modules

AI Chip Components for Servers

Driver chip for optical module

KVM switcher chip DVI

Optical Phase Modulator Chip

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