Dependency· Photonics · Link

Eoptolink, Chengdu

Chengdu, China30.57°N 104.07°E

computed criticality13/100

reading

With Innolight, ≈60% of Nvidia's 800G volumes (est.)

2025

Fault line

The second Chinese pillar of the 800G module duopoly, spanning from short-reach SR8 to 80 km ZR+. The concentration of the final assembly of AI interconnects between two Chinese companies is one of the most paradoxical dependencies of the American race for compute.

Actors

Eoptolink Technology (Chengdu)

Depends on 1

Lumentum, San JoséPhotonics · Critical anchor↗

Feeds 2

Transceiver assembly, ThailandPhotonics↗Nvidia, Santa ClaraCompute↗

Sources

PhotonCap, 2025 ↗estimate

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