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Innolight, Suzhou
Suzhou, China31.30°N 120.62°E
computed criticality43/100
reading
2024 revenue: CNY 23.86bn (+122.6%); ≈35% of 800G shipments
2024Fault line
The world's leading maker of high-speed optical modules is Chinese, and 7 of the top 10 vendors are too. American hyperscalers depend on Innolight to wire their AI clusters, while the critical chips (DSP, EML) remain American: a cross-dependence each side is trying to unwind.
Actors
Zhongji Innolight (Suzhou)
Google, Nvidia, Meta (customers)
Depends on 3
Landmark Optoelectronics, TainanPhotonics · Critical anchor↗Lumentum, San JoséPhotonics · Critical anchor↗YOFC, WuhanPhotonics · Link↗Feeds 3
AI data centers, the bottleneck migratesSilicon↗Transceiver assembly, ThailandPhotonics↗Nvidia, Santa ClaraCompute↗Sources