SuperX Partners with TFC to Expand AI Optical Connectivity Markets Worldwide
Rhea-AI Summary
SuperX (NASDAQ: SUPX) and Suzhou TFC Optical Communication (via Tianfu International) formed a joint venture, SuperX Optical Communications, announced Feb 11, 2026. Headquartered in Singapore, the JV places SuperX in board and management control to deliver end-to-end optical solutions for global AI data centers.
The JV excludes Mainland China, Hong Kong, and Macau and will target high-growth international markets, combining SuperX's AI infrastructure and customer network with TFC's ODM optical component expertise to enable pre-integrated, "plug-and-play" modular AI infrastructure and shorten deployment cycles.
Positive
- Signed joint venture to establish SuperX Optical Communications with board and management control by SUPX
- HQ in Singapore to target high-growth international AI data center markets (excluding Mainland China, Hong Kong, Macau)
- Combines SuperX customer network and AI infrastructure expertise with TFC ODM technical support
- Aims to deliver pre-integrated, plug-and-play optical interconnects to shorten deployment cycles for AI data centers
Negative
- Joint venture explicitly excludes Mainland China, Hong Kong, and Macau, limiting addressable markets for the entity
Market Reality Check
Peers on Argus
SUPX was down 2.34% while peers showed mixed moves: FLYW (-0.88%), TUYA (+3.26%), GB (+0.13%), RAMP (+1.22%), NYAX (+1.36%). No consistent sector direction.
Previous Partnership,AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Oct 24 | AI JV cooling | Positive | +2.6% | Formation of SuperX Cooltech JV for global AI liquid cooling solutions. |
| Sep 15 | AI JV power | Positive | -11.8% | SuperX Digital Power JV targeting HVDC power for global AI data centers. |
Past AI partnership JVs have produced mixed reactions, with one positive and one negative move and an average decline across these events.
This announcement extends a pattern of SuperX using joint ventures to build a full-stack AI data center ecosystem. Earlier AI partnerships in September 2025 (HVDC power with Zhonhen Electric) and October 2025 (liquid cooling with Chengtian Weiye) also targeted markets outside China, Hong Kong, and Macau. Those events drew a mixed share-price response, underscoring that strategic JVs have not consistently translated into short-term gains even as they broaden SuperX’s infrastructure capabilities.
Historical Comparison
In prior AI partnership JVs, SUPX moved on average -4.61%. Today’s -2.34% pre-news decline is a smaller downside than past same-tag reactions.
Partnership JVs have expanded from AI power (HVDC) to liquid cooling and now optical connectivity, signaling a stepwise build-out of SuperX’s AI data center stack.
Market Pulse Summary
This announcement adds an optical connectivity joint venture with TFC to SuperX’s AI data center strategy, targeting global markets outside China, Hong Kong, and Macau. It complements earlier JVs in power and cooling, further building a “compute plus infrastructure” stack. Investors may track how this entity, SuperX Optical Communications, converts SuperX’s AI customer pipeline into orders, how quickly its plug-and-play optical solutions deploy in next-gen AI data centers, and how results compare with prior AI partnership milestones and share reactions near partnership,AI events.
Key Terms
gpu technical
odm technical
AI-generated analysis. Not financial advice.
Strategic Joint Venture Established to Capture Global Incremental Markets
Headquartered in
This Joint Venture is a strategic response to shifting global tech trends. Excluding Mainland China,
Complementary Strengths: Building a "1+1>2" Synergistic Effect
Driven by the rise of trillion-parameter models, computing infrastructure is evolving beyond standard networking to embrace massive-scale GPU cluster interconnectivity. As the "nervous system" of computing centers, the performance of optical connectivity directly determines the overall efficiency of computing clusters. The two parties will achieve a deep fusion of resource integration and business synergy:
- SuperX will leverage its AI infrastructure expertise and global customer network to introduce customer orders and drive R&D collaboration and customization requirements for the Joint Venture's co-developed products.
- TFC will provide professional ODM technical support for optical components to accelerate global market expansion.
- By pre-integrating optical interconnect products into SuperX's modular AI infrastructure, the Joint Venture aims to enable "plug-and-play" deployment and help shorten deployment cycles for data center operators worldwide.
Operating under the "SuperX Optical Communications" brand, the new Joint Venture entity will focus on optimizing its R&D roadmap and cost structure to build differentiated competitiveness.
About SuperX AI Technology Limited (NASDAQ:SUPX)
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
About Suzhou TFC Optical Communication Co., Ltd. (300394.SZ)
TFC Communication is a leading provider of optical sub-assembly integrated solutions and advanced optoelectronic packaging manufacturing services. We specialize in the R&D, production, and sales of high-speed optical components. The company was founded in 2005 and was listed on
Safe Harbor Statement
This press release may contain forward-looking statements. In addition, from time to time, we or our representatives may make forward-looking statements orally or in writing. We base these forward-looking statements on our expectations and projections about future events, which we derive from the information currently available to us. You can identify forward-looking statements by those that are not historical in nature, particularly those that use terminology such as "may," "should," "expects," "anticipates," "contemplates," "estimates," "believes," "plans," "projected," "predicts," "potential," or "hopes" or the negative of these or similar terms. In evaluating these forward-looking statements, you should consider various factors, including: our ability to change the direction of the Company; our ability to keep pace with new technology and changing market needs; and the competitive environment of our business. These and other factors may cause our actual results to differ materially from any forward-looking statement.
This press release contains forward-looking statements, including statements regarding the expected benefits of the joint venture, product development plans, technology roadmaps, and market expansion strategies. These statements are based on current expectations and assumptions and involve risks and uncertainties that could cause actual results to differ materially. Factors that may affect actual results include, but are not limited to, market conditions, regulatory developments, supply chain constraints, and the parties' ability to execute definitive agreements and operational plans. SuperX undertakes no obligation to update any forward-looking statements, except as required by applicable law.
Forward-looking statements are only predictions. The reader is cautioned not to rely on these forward-looking statements. The forward-looking events discussed in this press release and other statements made from time to time by us or our representatives, may not occur, and actual events and results may differ materially and are subject to risks, uncertainties, and assumptions about us. We are not obligated to publicly update or revise any forward-looking statement, whether as a result of uncertainties and assumptions, the forward-looking events discussed in this press release and other statements made from time to time by us or our representatives might not occur.
Contact Information
Product Inquiries: sales@superx.sg
Investor Relation: ir@superx.sg
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SOURCE SuperX AI Technology Ltd
FAQ
What did SuperX (SUPX) announce on February 11, 2026 about a joint venture with TFC?
How will the SUPX–TFC joint venture affect AI data center deployments?
Which markets will SuperX Optical Communications target and which are excluded?
What does TFC contribute to the SUPX joint venture and why does it matter?
Will the SUPX joint venture change SuperX's product strategy for AI infrastructure?
