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Digitimes November 4, 2026 By Levi Li neutral

Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies

MarvellHuaweiAI / LLMSemiconductorsSupply ChainData Center
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum highlights chipmakers' growing integration of optical technologies. Huawei has pursued its own supply-chain strategy through sustained equity investments by Hubble Technology.
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