Lumentum
Medium riskLITE · Public · United States
Optical component and laser supplier with relevance to high-speed data center connectivity and photonics roadmaps.
4/5
Core SupplierOptical Interconnect & CPO
Coherent
COHR · NYSE · Public · United States
Broad photonics and engineered materials supplier with exposure to optical communications and data center connectivity.
Medium riskCore Supplier
4/5
Why It Matters
Coherent participates across multiple layers of the photonics stack, which makes it relevant when AI data centers push optical links toward higher bandwidth and lower power per bit.
What They Sell
- Optical transceiver components
- Lasers and photonics systems
- Engineered materials for high-performance communications
Key Technologies
Datacom opticsLasersSilicon carbide materialsPhotonics components
Related Companies
Corning
Low riskGLW · Public · United States
Materials and fiber infrastructure supplier with relevance to optical networking and data center connectivity.
3/5
Fabrinet
Medium riskFN · Public · Thailand / United States
Advanced manufacturing partner for optical communications and precision products used across data center infrastructure supply chains.
4/5
POET Technologies
Speculative riskPOET · Public · Canada
Early-stage photonics platform company associated with integrated optical engines and advanced packaging concepts.
3/5
Related Articles
AI optical interconnect companies
Top AI Optical Interconnect Companies to KnowA neutral guide to optical interconnect companies that help move data through AI data centers.
CPO companies
Top CPO and Silicon Photonics Companies for AI Data CentersA practical map of companies and technologies tied to co-packaged optics, silicon photonics, and future AI data center interconnect.
AI networking companies
Top AI Networking Companies Building the Data Center FabricA neutral guide to AI networking companies across Ethernet, switching silicon, custom ASICs, retimers, and connectivity chips.
Broadcom vs Marvell AI
Broadcom vs Marvell: AI Infrastructure Exposure ExplainedA neutral explanation of how Broadcom and Marvell differ across AI networking, custom silicon, optical DSPs, and data infrastructure.
Source Notes
- Verify current product mix, customer exposure, and segment reporting from company filings, investor presentations, and primary technical materials.
- This profile is written for industry mapping and does not make investment recommendations.