---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000806919.md"
description: "Yole Group: CPO Supply Chain PIC designNvidia $NVIDIA(NVDA.US) Broadcom $Broadcom(AVGO.US) Marvell $Marvell Tech(MRVL.US) LightmatterCelestial AIAyar LabsEnosemiASIC & xPUs designNvidia $NVIDIA(NVDA.US) Broadcom $Broadcom(AVGO.US)Marvell $Marvell Tech(MRVL.US) Intel $Intel(INTC.US) AMD $AMD(AMD.US) MediaTek $2454.TWLaserLumentum $Lumentum(LITE.US) Broadcom $Broadcom(AVGO.US) Coherent $Coherent Corp.(COHR.US) Sivers Semiconductors $SIVERS SEMICONDUCTORS AB(SIVEF.US) Scintil PhotonicsScape PhotonicsQuintiquentFoundriesTSMC $Taiwan Semiconductor(TSM.US) SilTerra - subsidiary of Dagang NeXchange $4456.KlNSTICIMECLetiITRIGlobalFoundries $GlobalFoundries(GFS.US) SOI wafer & Epi-waferSoitec $SOI.PA Shin-Etsu Chemical $4063.TLandMark Optoelectronics $3081.TWO IQE $IQE.L Shanghai Simgui Technology - subsidiary of NationalSilicon Industry Group $688126.SSSumitomo Electric $5802.TVPEC $2455.TWAXT $AXT(AXTI.US) Packaging / Assembling / TestingASE Holdings $Advanced Semiconductor Engineering(ASX.US) Foxconn $2317.TWFabrinet $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, PHYMarvell 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 / EquipmentNvidia $NVIDIA(NVDA.US) Micas NetworksRuijie 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 & FibersMolexSamtecCorning $Corning(GLW.US) Yangtze Optical Fibre and Cable (YOFC) $6869.HK US ConecTE Connectivity $TE Connectivity(TEL.US) Sumitomo Electric $5802.THengtong Optic-Electric $600487.SSLuxshare ICT $002475.SZEnd customersAWS $Amazon(AMZN.US) Microsoft Azure $Microsoft(MSFT.US) Meta $Meta Platforms(META.US) Tesla $Tesla(TSLA.US) Tencent $Tencent(TCEHY.US) ByteDanceOpenAIxAINon-exhaustive list."
datetime: "2026-07-21T04:41:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000806919.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000806919.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000806919.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Yole Group: CPO Supply Chain PIC designNvidia $NVI…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**