Insight

Counterpoint Conversations: HFCL All Set to Capitalize on AI Boom

In this episode of Counterpoint Conversations, Siddhant Cally, Senior Research Analyst at Counterpoint Research, discusses with Harsh Pagay, Executive Vice President – Optical Fiber & Optical Fiber Cable Business, HFCL, the evolution of HFCL’s optical business and the changing dynamics of the fiber industry.

Smartphone OEMs are struggling either with elevated component prices or with securing sufficient memory supply. NVIDIA’s moves, however, appear driven by a different logic: maximizing the number of CPUs and GPUs shipped within a constrained supply environment.