Hakusan bets ¥5B on second Japan plant to feed AI data center demand
What's the deal? HakusanDealroom has a profile for this one. Try Dealroom → will build a second plant in Kahoku City, Ishikawa Prefecture, investing roughly ¥5 billion to mass-produce next-generation "TMT Ferrules" for ultra-compact optical connectors. The company, a maker of optical connector components and a member of the Lightera Group, plans to start operations around April 2028.
What will it look like? The site will span about 20,000㎡ and serve as Hakusan's core production hub for TMT Ferrules used in ultra-compact (VSFF) multi-fiber connectors. Hakusan will also relocate its headquarters functions from Kanazawa City to the new facility.
Why now? Generative AI has driven rapid investment in advanced data centers, lifting demand for high-density optical networks that move large volumes of data at high speed and low latency. Hakusan says it drew strong interest from top-tier hyperscalers after exhibiting at OFC 2026 in the US in March.
What's the endgame? The plant operationalises a February 2026 multi-source supply agreement between Hakusan, SANWA Technologies, and US ConecDealroom has a profile for this one. Try Dealroom → covering the "MMC" connector and TMT Ferrules. The deal aims to stabilise the supply chain and ensure reliable delivery to global hyperscalers.
Hakusan expects the investment to raise production capacity to roughly 1.5 times its current installed equipment. The new plant consolidates the company's low-loss MT ferrule technologies developed over more than 35 years.
Hakusan will keep operating its existing Ishikawa Plant in Shika Town as a primary manufacturing base.
The signal: As AI buildouts strain the optical networking supply chain, component makers are racing to lock in capacity — and multi-source agreements are becoming the mechanism hyperscalers use to secure critical parts.
Read more: beixinews.com
Image credit: Generated with Gemini
