Companies in CPO & Silicon Photonics
11 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
Effect Photonics
Player in on-chip optical interconnect market for AI infrastructure.
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.
L2
Nubis
Offers optical engine chiplets for single-wavelength connections (acquired by Ciena in Oct 2025).
L2
OpenLight
Player in on-chip optical interconnect market for AI infrastructure.
L2
Ranovus
Develops interoperable optical chiplet technology and laser manufacturing, focusing on Ethernet standard interoperability for CPO.
L2
Scintil
Provider of optical interconnect solutions for next-wave CPO scaling.
L2
Xscape Photonics
Develops optical engines for AI scale-up networks as part of the CPO scaling wave.