Companies in AEC, Retimers & Rack-Scale Connectivity
8 active companies tracked.
L2
Amphenol Corporation
Top-tier AEC connectors/assemblies (FCI-brand QSFP-DD/OSFP active cables) for AI GPU clusters.
L2
Credo Technology
Active electrical cables (AECs) + retimer + serdes ICs. AEC adoption inside racks the cheaper alternative to optical for sub-7m runs. 800G / 1.6T product cycle.
L2
Enfabrica
Accelerated Compute Fabric (ACF) — NIC-meets-switch silicon. Pre-revenue with funded customer trials at major AI labs. AI-fabric-NIC alternative to NVIDIA BlueField.
L4
Marvell Technology, Inc.
Custom compute and connectivity silicon — designs hyperscaler AI ASICs (e.g. AWS Trainium) plus optical DSPs and SerDes.
L2
Microchip Technology
META-DX2C retimer-based reference designs for 800G AECs supporting 112G PAM4 signals.
L2
Molex
High-speed 112G/224G AEC assemblies as lower-cost alternative to passive copper for AI capacity upgrades.
L4
Semtech
PMDs (physical medium devices), copper + optical short-reach SerDes. AI cluster intra-rack copper interconnect product line. Sienna acquisition gave LoRa IoT.
L2
TE Connectivity
100G/lane AECs powered by Marvell DSPs and 1.6T AEC solutions for AI workloads.