SuperX Partners with TFC to Build a Core Ecosystem for Global AI Optical Interconnect, with Strategic Joint Venture Fully Launched

Rhea-AI Summary

SuperX (NASDAQ:SUPX) formed SuperX Optical Communications, a Singapore joint venture with TFC's Singapore unit and APEX VERVE, now fully registered and funded with SGD 2 million capital. SuperX holds 45%, TFC 35%, APEX 20%, using multi-party board governance.

The JV targets global AI optical interconnect markets outside Chinese Mainland, Hong Kong and Macao, and has launched two self-developed silicon-photonics modules, XOC 800G OSFP and XOC 1.6T OSFP, supporting Ethernet and InfiniBand. According to SuperX, this asset-light platform secures high-end optical supply, enables end-to-end AI computing solutions and is expected to enhance overseas competitiveness and long-term performance potential.

Positive

• New optical JV launched with SGD 2 million capital and 45% SuperX stake
• JV covers global AI optical interconnect markets excluding Chinese Mainland, Hong Kong and Macao
• Two self-developed silicon-photonics modules: XOC 800G OSFP and XOC 1.6T OSFP
• JV model locks stable high-end optical supply chain without building production lines
• Planned deployments for multiple GW-scale computing centers in Middle East and Southeast Asia
• Management expects JV to fill optical interconnect gap and support long-term growth

Negative

• None.

News Market Reaction – SUPX

+0.88%

+0.88% Session close to close

In the Jul 1 session, SUPX gained 0.88%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement formalizes SuperX’s optical JV with a SGD 2 million capital base and high-speed 80...

Analysis

This announcement formalizes SuperX’s optical JV with a SGD 2 million capital base and high-speed 800G/1.6T modules, extending its AI stack. Investors must weigh execution against prior partnerships and the company’s significant recent net losses when tracking commercialization.

Key Figures

JV registered capital: SGD 2 million SuperX equity stake: 45% TFC equity stake: 35% +5 more

8 metrics

JV registered capital SGD 2 million SuperX Optical Communications joint venture

SuperX equity stake 45% Ownership in the new optical JV

TFC equity stake 35% Ownership in the new optical JV

APEX VERVE equity stake 20% Ownership in the new optical JV

Transmission distance 500 meters Reach of 800G/1.6T silicon‑photonics modules over single‑mode fiber

Laser wavelength 1310nm CW laser light source for silicon‑photonics integration

Projected AI infra investment USD 470 billion Overseas AI infrastructure investment projected for 2026

Optical module speeds 800G and 1.6T Data rates of new XOC OSFP silicon‑photonics modules

Previous Partnership,AI Reports

3 past events · Latest: Feb 11 (Positive)

Same Type Pattern 3 events

Date	Event	Sentiment	24h Move	Catalyst
Feb 11	Optical JV announcement	Positive	-1.8%	Announced Singapore‑based SuperX Optical JV to expand AI optical connectivity globally.
Oct 24	Cooling JV launch	Positive	+2.6%	Formed SuperX Cooltech JV to deliver global rack‑level liquid cooling solutions.
Sep 15	Power JV launch	Positive	-11.8%	Created SuperX Digital Power JV to supply HVDC power for global AI data centers.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Partnership/AI joint‑venture announcements have produced mixed but slightly negative next‑day moves on average.

Key Terms

silicon-photonics, co-packaged optics (cpo), infiniBand, hvdc

4 terms

silicon-photonics technical

"two self-developed silicon-photonics optical modules: XOC 800G OSFP and XOC 1.6T"

Silicon-photonics is a technology that uses tiny structures etched into silicon to guide and control light for moving data, similar to how electrical wiring carries electrons but using light beams instead. It matters to investors because it can make data centers, telecom networks, and high-speed equipment faster, cheaper, and more energy-efficient by letting companies mass-produce optical components using standard semiconductor factories — think swapping copper wires for fiber-optic highways built with chipmaking techniques.

co-packaged optics (cpo) technical

"mass-production technologies for high-speed optical devices, silicon photonics and Co-packaged Optics (CPO)"

Co-packaged optics (CPO) are a way of placing optical transmitters and receivers directly next to or on the same chip package as a high-speed switch or processor, rather than keeping them on separate circuit boards. By moving the light-based communications closer to the switching brain, CPO cuts power use, reduces delay and can greatly increase data capacity — changes that can lower operating costs, enable denser data centers, and shift competitive dynamics among hardware suppliers and cloud operators.

infiniBand technical

"they support mainstream Ethernet and InfiniBand protocols"

Infiniband is a high-speed data transport technology used inside data centers to move large amounts of information quickly and with very little delay, often used for servers, storage and computing clusters. Investors should care because it acts like a multilane expressway for data—companies that build, use or support such fast networks can gain competitive advantages in cloud services, high-performance computing and AI workloads, which can affect costs and revenue potential.

hvdc technical

"developed AI servers with liquid cooling, HVDC power supply and modular machine solutions"

HVDC, short for high‑voltage direct current, is a way of transmitting electricity as a steady one‑direction flow over long distances or undersea links instead of the usual back‑and‑forth alternating current. Like a high‑speed, nonstop pipeline for power, it cuts energy loss and can link different power grids or distant renewable sites more efficiently. Investors watch HVDC projects because they are large, long‑lived infrastructure investments that affect utility revenue, grid capacity, construction and regulatory risk, and the economics of power supply.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SINGAPORE, July 1, 2026 /PRNewswire/ -- SuperX AI Technology Limited (NASDAQ:SUPX), a NASDAQ-listed full-stack AI infrastructure solutions provider, announced that SuperX Optical Communications Pte. Ltd., a Singapore joint venture jointly established by SuperX, a Singapore subsidiary of Suzhou TFC Optical Communication Co., Ltd. and APEX VERVE LIMITED, has completed business registration and full capital contribution, marking the official launch of the joint venture agreement.

The joint venture entity has a registered capital of SGD 2 million. SuperX holds a 45% equity stake, TFC's Singapore subsidiary holds 35%, and APEX VERVE LIMITED holds the remaining 20%. The company adopts a multi-party collaborative board governance structure, with each party appointing directors to jointly participate in R&D, operation and market planning. Leveraging complementary resources in AI server, optical device manufacturing and regional channel networks, the joint venture's business covers all global markets excluding Chinese Mainland, Hong Kong and Macao. Enabled by integrated technologies from all parties, the joint venture has rolled out two self-developed silicon-photonics optical modules: XOC 800G OSFP and XOC 1.6T OSFP. Both adopt silicon-photonics integration solution based on 1310nm CW laser light source, supporting a transmission distance of up to 500 meters over single-mode fiber, complying with OSFP MSA Rev.5.0 and CMIS Rev.5.1management interface standards. Tailored for high-speed computing scenarios of 800G and 1.6T respectively, they support mainstream Ethernet and InfiniBand protocols to meet the high-speed interconnection demands of AI supercomputing clusters.

Overseas AI infrastructure is undergoing rapid expansion. Overseas investment in AI infrastructure is projected to exceed USD 470 billion in 2026, driving sustained surging demand for 800G and 1.6T high-speed optical interconnects. SuperX has independently developed AI servers with liquid cooling, HVDC power supply and modular machine solutions, serving AI projects across Europe, the U.S., the Middle East and Southeast Asia. However, externally sourced optical components have created bottlenecks in adaptation, delivery and cost, restricting the company's capacity to deliver integrated turnkey solutions.

The joint venture platform will introduce TFC's mature mass-production technologies for high-speed optical devices, silicon photonics and Co-packaged Optics (CPO), developing customized optical interconnect products for SuperX's AI server and launching one-stop computing cluster solutions. The self-developed 800G and 1.6T silicon-photonics transceivers will feature deep compatibility with NVIDIA's new-generation CPO, creating differentiated market competitiveness.

Distinct from the industry's common pure external procurement model, this asset-light joint venture enables SuperX to lock in a stable supply chain of high-end optical interconnect products without building its own production lines, optimizing profit elasticity. The three parties will jointly advance customer testing and validation of the two optical transceivers, and deploy supporting facilities for multiple GW-scale computing centers in the Middle East and Southeast Asia.

SuperX's management stated that this collaboration fills the critical gap in the company's optical interconnect industrial chain and delivers technological commercialization of self-developed 800G/1.6T silicon-photonics products. The company is now fully capable of delivering complete end-to-end AI computing solutions to global clients, substantially lifting its comprehensive competitiveness in overseas markets and unlocking long-term performance growth potential.

About SuperX AI Technology Limited

SuperX AI Technology Limited is an AI infrastructure solutions provider, offering a comprehensive portfolio of proprietary hardware, advanced software, and end-to-end services for AI data centers. The Company's services include advanced solution design and planning, cost-effective infrastructure product integration, and end-to-end operations and maintenance. Its core products include high-performance AI servers, 800 Volts Direct Current (800VDC) solutions, high-density liquid cooling solutions, as well as AI cloud and AI agents. Headquartered in Singapore, the Company serves institutional clients globally, including enterprises, research institutions, and cloud and edge computing deployments. For more information, please visit www.superx.sg 

Safe Harbor Statement

This press release contains forward-looking statements within the meaning of U.S. federal securities laws. All forward-looking statements are based on the Company's current expectations and projections regarding future market conditions, business operations and financial performance, and are identified by words including "expects," "anticipates," "plans," "potential," "may," "will" and comparable terminology.

Numerous risks and uncertainties could cause actual results to differ materially from any forward-looking statements contained herein, including rapid technological evolution, shifting global market requirements, intensifying industry competition, changes to U.S., Singapore and Chinese export control, trade and sanctions laws, continued maintenance of NVIDIA Partner Network credentials for the Company's affiliated entities, operational risks associated with business activities in China, and reliance on indirect subsidiary partners such as Apex AI.

Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. SuperX undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

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SOURCE SuperX AI Technology Limited

FAQ

What joint venture did SuperX (NASDAQ:SUPX) announce with TFC on July 1, 2026?

SuperX announced SuperX Optical Communications, a Singapore joint venture with TFC’s Singapore subsidiary and APEX VERVE. According to SuperX, the JV is fully registered and funded, targeting global AI optical interconnect markets outside Chinese Mainland, Hong Kong and Macao, using a multi-party board governance structure.

What are the ownership stakes in the new SuperX optical interconnect joint venture (SUPX)?

The joint venture has registered capital of SGD 2 million, with SuperX holding 45%, TFC’s Singapore subsidiary 35%, and APEX VERVE 20%. According to SuperX, this structure supports shared governance, collaborative R&D, and joint market planning across its global AI optical interconnect business.

Which AI optical modules did SuperX’s new JV (SUPX) launch and what are their key specs?

The JV launched XOC 800G OSFP and XOC 1.6T OSFP silicon-photonics modules. According to SuperX, both use 1310nm CW lasers, support up to 500 meters over single-mode fiber, comply with OSFP MSA Rev.5.0 and CMIS Rev.5.1, and support Ethernet and InfiniBand.

How does the SuperX (SUPX) and TFC joint venture support NVIDIA CPO-based AI infrastructure?

SuperX states the JV will introduce TFC’s mass-production technologies for high-speed optical devices, silicon photonics and Co-packaged Optics. According to SuperX, its self-developed 800G and 1.6T transceivers will be deeply compatible with NVIDIA’s new-generation CPO, supporting differentiated AI computing cluster solutions.

What strategic benefits does the SuperX (SUPX) AI optical interconnect JV claim for investors?

According to SuperX, the asset-light JV secures a stable supply chain for high-end optical interconnects without building factories. Management believes it fills a critical optical interconnect gap, enables complete end-to-end AI computing solutions, and unlocks long-term overseas performance growth potential.

In which regions will SuperX (SUPX) deploy solutions from its optical interconnect joint venture?

SuperX indicates the JV serves global markets excluding Chinese Mainland, Hong Kong and Macao. According to SuperX, the partners plan customer testing, validation of the two transceivers, and deployment of supporting facilities for multiple gigawatt-scale computing centers in the Middle East and Southeast Asia.