HybridFull-time· Permanent· Senior Director2026-06-23
N
Senior Director, Supply Planning — Networking Products
NVIDIA United States
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Semiconductors
All Dataleo news, jobs, analyses and tutorials around Semiconductors in Supply Chain and Operations.
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HighCapacity Planning·2026-06-17
NVIDIA-backed factory upgrade expands AI-component manufacturing in Texas
NVIDIA and Coherent are supporting a major industrial upgrade in Sherman, Texas, to manufacture lasers used in AI-infrastructure interconnects. The investment is a supply-chain capacity signal for semiconductors, critical components and AI infrastructure.
The Dataleo angle
The key planning questions are ramp-up timing, yield, second-tier dependencies and synchronization between industrial capacity and data-center demand. Announced investment should not be treated as available capacity until qualification and production milestones are reached.
Associated Press
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