Companies in CPO & Silicon Photonics
5 active companies tracked.
L2
Ayar Labs
Optical I/O for chip-to-chip + scale-up. TeraPHY + SuperNova product line. Intel + AMD + GlobalFoundries strategic partners. Co-packaged optics alternative for scale-up vs Ethernet scale-out.
L5
Celestica
EMS / ODM whitebox networking supplier. Hyperscaler 400G / 800G switch builds — direct sole-source disclosed in earnings. AI-driven networking revenue the named growth segment 2024-2026.
L2
Coherent Corp.
Photonics, lasers, and optical materials — indium-phosphide lasers and components for 800G/1.6T transceivers and CPO.
L2
Lumentum Holdings Inc.
Photonics components — lasers and optical components for datacom transceivers and co-packaged optics.
L2
MACOM Technology Solutions Holdings, Inc.
Analog & mixed-signal semiconductors — laser drivers, TIAs, and high-speed components for optical and RF networking.