Yole Group: CPO Supply Chain PIC designNvidia $NVI

Yole Group: CPO Supply Chain

PIC design

Nvidia $NVIDIA(NVDA.US)

Broadcom $Broadcom(AVGO.US)

Marvell $Marvell Tech(MRVL.US)

Lightmatter

Celestial AI

Ayar Labs

Enosemi

ASIC & xPUs design

Nvidia $NVIDIA(NVDA.US)

Broadcom $Broadcom(AVGO.US)

Marvell $Marvell Tech(MRVL.US)

Intel $Intel(INTC.US)

AMD $AMD(AMD.US)

MediaTek $2454.TW

Laser

Lumentum $Lumentum(LITE.US)

Broadcom $Broadcom(AVGO.US)

Coherent $Coherent Corp.(COHR.US)

Sivers Semiconductors $SIVERS SEMICONDUCTORS AB(SIVEF.US)

Scintil Photonics

Scape Photonics

Quintiquent

Foundries

TSMC $Taiwan Semiconductor(TSM.US)

SilTerra - subsidiary of Dagang NeXchange $4456.Kl

NSTIC

IMEC

Leti

ITRI

GlobalFoundries $GlobalFoundries(GFS.US)

SOI wafer & Epi-wafer

Soitec $SOI.PA

Shin-Etsu Chemical $4063.T

LandMark Optoelectronics $3081.TWO

IQE $IQE.L

Shanghai Simgui Technology - subsidiary of National

Silicon Industry Group $688126.SS

Sumitomo Electric $5802.T

VPEC $2455.TW

AXT $AXT(AXTI.US)

Packaging / Assembling / Testing

ASE Holdings $Advanced Semiconductor Engineering(ASX.US)

Foxconn $2317.TW

Fabrinet $Fabrinet(FN.US)

SPIL - subsidiary of ASE Holdings $Advanced Semiconductor Engineering(ASX.US)

ShunSin Technology $6451.TW

Amkor Technology $Amkor Tech(AMKR.US)

Jabil $Jabil(JBL.US)

JCET $600584.SS

Teradyne $Teradyne(TER.US)

FormFactor $Formfactor(FORM.US)

EIC, Retimers, SerDes, PHY

Marvell Technology $Marvell Tech(MRVL.US)

Credo Technology $Credo Tech(CRDO.US)

MACOM Technology $Macom Tech(MTSI.US)

Semtech $Semtech(SMTC.US)

Alphawave Semi - part of Qualcomm $Qualcomm(QCOM.US)

Astera Labs $ALLAB

System / Equipment

Nvidia $NVIDIA(NVDA.US)

Micas Networks

Ruijie Networks $301165.SZ

Cisco Systems $Cisco(CSCO.US)

Inventec $2356.TW

Dell Technologies $Dell Tech(DELL.US)

Hewlett Packard Enterprise $Hewlett Packard Enterprise(HPE.US)

Wistron $3231.TW

Wiwynn $6669.TW

Connectors & Fibers

Molex

Samtec

Corning $Corning(GLW.US)

Yangtze Optical Fibre and Cable (YOFC) $6869.HK

US Conec

TE Connectivity $TE Connectivity(TEL.US)

Sumitomo Electric $5802.T

Hengtong Optic-Electric $600487.SS

Luxshare ICT $002475.SZ

End customers

AWS $Amazon(AMZN.US)

Microsoft Azure $Microsoft(MSFT.US)

Meta $Meta Platforms(META.US)

Tesla $Tesla(TSLA.US)

Tencent $Tencent(TCEHY.US)

ByteDance

OpenAI

xAI

Non-exhaustive list.