News / Taiwan / economic_daily
JPC Connectivity Secures Investment from Norway's Sovereign Wealth Fund
Electronic Technology · Electronic Components · economic_daily · 2026-09-01
6197
JPC Connectivity announced investment from Norway's sovereign wealth fund and reported strong demand for its 1.6T optical communication products.
What Happened
International Investment: JPC Connectivity confirmed that Norway's sovereign wealth fund has acquired a 0.13% stake, signaling institutional confidence in its AI and high-speed transmission strategy. With demand outstripping capacity, the company has visibility on orders through 2028.
Optical Communication Growth: Embracing the "optical-in, copper-out" trend, JPC has begun shipping 1.6T optical products to four U.S. clients. This segment saw a 100% year-over-year growth in the first half, serving as a key revenue driver.
AI Server Strategy: The company is focusing on optical, high-speed, and high-power connectivity for AI servers and data centers. It is currently preparing components for Nvidia's Vera Rubin platform and developing next-generation backplane connectors and liquid cooling solutions.
High-Power Expansion: JPC is expanding its high-power, high-current product line through partnerships with international power supply and semiconductor firms. As AI rack power density increases, the company is positioning itself to lead in HVDC and liquid cooling connectivity.