CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technology / Zhongji Innolight (SZSE: 300308)
PIC Foundry:
TSMC < $TSM >
GlobalFoundries $GFS
Samsung Electronics (KRX: 005930)
Tower Semiconductor < $TSEM>
EIC, Driver IC:
Broadcom < $AVGO >
Marvell < $MRVL >
NVIDIA < $NVDA >
ELS, Optical Engine
Innolight / Zhongji Innolight (SZSE: 300308)
TFC / Suzhou TFC Optical Communication (SZSE: 300394)
O-Net Technologies
Eoptolink Technology (SZSE: 300502)
FAU (Fiber Array Unit):
Senko Advanced Components (Private)
Sumitomo Electric (TYO: 5802)
TFC (SZSE: 300394)
FOCI Fiber Optic Communications (TWO: 3363)
FAU, Align Tools:
ficonTEC (Private)
All Ring Tech (TWO: 6187)
ADST (Private)
FAU, Engine Assembly:
Fabrinet < $FN >
Hon Hai / Foxconn (TWSE: 2317)
ASE Technology < $ASX >
FOCI (TWO: 3363)
OSAT, Advanced Packaging:
ASE Technology < $ASX >
Amkor < $AMKR >
Kyocera (TYO: 6971)
Powertech / PTI (TWSE: 6239)
Shinko Electric (TYO: 6967)
Fabrinet < $FN >
Connector, Ferrule:
Senko Advanced Components (Private)
Sumitomo Electric (TYO: 5802)
US Conec (Private)
T&S Communications (SZSE: 300570)
Molex (Private)
Browave (TWO: 3163)
Fiber:
Corning < $GLW >
Sumitomo Electric (TYO: 5802)
Nittobo / Nitto Boseki (TYO: 3110)
E/O Testing:
Keysight < $KEYS >
Teradyne < $TER >
FormFactor < $FORM >
Chroma ATE (TWSE: 2360)
Multilane (Private)
Switch, System:
NVIDIA < $NVDA >
Broadcom < $AVGO >
Marvell < $MRVL >
Google < $GOOGL>
EDA:
Synopsys < $SNPS >
Cadence < $CDNS >
Ansys < $ANSS >
Confused by some of names of the list, they might have conflated a few names like Innolight with laser source like $MTSI, Sumitomo, $SIVE, Luxnet, with the actual end module (unless there's something that's not public material or I missed)?
But just for people interested in the landscape, this is a good high-level overview.
