| Printed Circuit Boards → Network Switches | Board-level circuits Switches still need power, control and interconnect boards; optical architectures alter some high-speed paths. | Broadcom | CPO and high-speed electrical paths 2026-09-26 |
| AI Servers ↔ Network Switches | Networking across nodes Servers connect through network interfaces and switches; this differs from dedicated GPU interconnects within a system. | NVIDIA | DGX B200 hardware components 2026-09-26 |
| Silicon Photonics ↔ Optical Engines | Photonics platform Silicon photonics can integrate optical paths, modulation and reception, together with electronics and packaging. | Intel | Silicon photonics and optical I/O 2026-09-26 |
| Laser Light Sources → Optical Engines | Light source In external-source optical engines, lasers supply light for subsequent data modulation; other integration methods are product-specific. | Broadcom | External pluggable laser sources 2026-09-26 |
| Optical Engines → Co-Packaged Optics | Optical-electrical conversion CPO co-packages optical engines and electronic chips, with electrical-optical interfaces and thermal design. | OIF | 3.2T co-packaged optical engine implementation agreement 2026-09-26 |
| Co-Packaged Optics ↔ Network Switches | Optical-architecture option Some switches use CPO to shorten high-speed electrical paths between the ASIC and optical engines. | Broadcom | CPO and high-speed electrical paths 2026-09-26 |
| Pluggable Optical Transceivers → Network Switches | Pluggable data interface Compatible optical modules fit switch ports; selection depends on speed, reach and fiber. | Cisco | Optical transceiver datasheets and product categories 2026-09-26 |
| Co-Packaged Optics ↔ Pluggable Optical Transceivers | Architecture comparison Optical-engine placement, electrical paths and maintenance differ; neither architecture necessarily replaces the other in every use. | Broadcom | CPO and high-speed electrical paths 2026-09-26 |
| Silicon Photonics ↔ Pluggable Optical Transceivers | Silicon photonics in pluggables | Coherent | 2025 silicon photonics 1.6T module demonstration 2026-10-01 |
| Fiber and Optical Connections → Co-Packaged Optics | Internal and external optical links Fiber connects co-packaged optical engines to panels and networks; assembly and bend control matter. | Corning | CPO fiber connectivity and Broadcom collaboration 2026-09-26 |
| Fiber and Optical Connections → Pluggable Optical Transceivers | Transmission and cabling Modules need compatible fiber, connectors and optical paths; fiber is not the module itself. | Cisco | 100G module reach, fiber and interface examples 2026-09-26 |
| Network Switches → AI Data Centers | Networking between systems Switching equipment supports different data-center networks with different connectivity purposes. | NVIDIA | Data-center networking and storage architecture 2026-09-26 |
| Switching ASICs → Network Switches | Switching chip within equipment ASIC switching functions combine with boards, optics, power and software to form a switch. | Broadcom | Switch silicon 2026-09-27 |
| Switching ASICs → Switch Design and Manufacturing | Chip selection and hardware integration ODMs integrate compatible chips; Accton publicly lists Broadcom examples, without establishing all vendor pairings. | Accton | ODM design, manufacturing and switch-silicon integration 2026-09-27 |
| Switch Design and Manufacturing → Switch Brands and System Solutions | Design and manufacturing collaboration Contract roles can vary; not every listed company pair collaborates. Open hardware may also go directly to customers. | Celestica | Design, manufacturing and supply-chain services 2026-09-27 |
| Switch Brands and System Solutions → Network Switches | Products, software and support System providers define products and offer network software and customer support. | Arista | Switches and network software 2026-09-27 |
| Switch Design and Manufacturing → Network Switches | System design, manufacturing and testing Hardware platforms may serve brands or go directly to cloud and enterprise customers. | Celestica | Open switch platforms 2026-09-27 |
| Glass Substrates for AI, HPC and Interconnects ↔ Co-Packaged Optics | Potential photonic integration A public technology direction; not all CPO requires a glass core. | LPKF | Glass-core substrates and LIDE via formation 2026-09-30 |
| Direct-to-chip cold plates ↔ Network Switches | Liquid cooling option for switches | QCT | Liquid-cooled network switch 2026-10-01 |
| Optical communications & interconnects → Pluggable Optical Transceivers | Pluggable architecture | Coherent | 2025 silicon photonics 1.6T module demonstration 2026-10-01 |
| Optical communications & interconnects → Co-Packaged Optics | Co-packaged architecture | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| Pluggable Optical Transceivers → Linear pluggable optics | Linear pluggable option | Marvell | Optical DSPs, drivers and TIAs 2026-10-01 |
| Laser Light Sources → Pluggable Optical Transceivers | EML and CW light sources Module designs select EML, CW or other sources; devices are not universally interchangeable. | Lumentum | CW lasers across architectures 2026-10-01 |
| Optical module DSPs → Pluggable Optical Transceivers | Processing for DSP-based modules | Marvell | Optical DSPs, drivers and TIAs 2026-10-01 |
| Optical drivers & receivers → Pluggable Optical Transceivers | Optical drive and receive | Marvell | Optical DSPs, drivers and TIAs 2026-10-01 |
| Optical drivers & receivers → Linear pluggable optics | Linear drivers and TIAs | Marvell | Optical DSPs, drivers and TIAs 2026-10-01 |
| Optical drivers & receivers → Optical Engines | Companion electronics | Intel | Integrated lasers, PICs, EICs and wafer testing 2026-10-01 |
| Optical manufacturing services → Pluggable Optical Transceivers | Module manufacturing services | Fabrinet | Optical manufacturing, alignment and integration 2026-10-01 |
| Optical manufacturing services → Optical Engines | Optical assembly services | Fabrinet | Optical manufacturing, alignment and integration 2026-10-01 |
| Laser Light Sources → External laser sources | Lasers for external sources | Lumentum | UHP lasers and ELSFP 2026-10-01 |
| External laser sources → Optical Engines | Light for ELS-based designs | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| External laser sources ↔ Co-Packaged Optics | External-source option Some platforms use external sources; integrated-laser routes also exist. | Intel | Integrated lasers, PICs, EICs and wafer testing 2026-10-01 |
| Fiber and Optical Connections → Fiber coupling & alignment | Fibers and connection components | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| Fiber coupling & alignment → Optical Engines | Fiber attachment and alignment | Fabrinet | Optical manufacturing, alignment and integration 2026-10-01 |
| Fiber coupling & alignment → Pluggable Optical Transceivers | Module optical assembly | Fabrinet | Optical manufacturing, alignment and integration 2026-10-01 |
| Silicon Photonics ↔ CPO integration & packaging | PIC and electro-optical integration | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| Optical Engines → CPO integration & packaging | Optical engine integration | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| CPO integration & packaging → Co-Packaged Optics | Co-packaging and testing | NVIDIA | 2026 platform manufacturing roles 2026-10-01 |
| Co-Packaged Optics ↔ CPO platforms & systems | CPO system architecture | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| Switching ASICs → CPO platforms & systems | Switch silicon platform | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| CPO platforms & systems → Network Switches | Switches using CPO | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| Cooling supply chain ↔ CPO platforms & systems | Thermal design | NVIDIA | Optical integration, coupling, packaging and ELS 2026-10-01 |
| Semiconductor Packaging → CPO integration & packaging | Optical packaging services | NVIDIA | 2026 platform manufacturing roles 2026-10-01 |
| Optical communications & interconnects → Optical receiver supply chain | Receiver value chain Follow detector fabrication through receiver electronics, optical assembly and system integration. | imec | Ge growth, PICs and electronic integration 2026-10-06 |
| Optical receiver supply chain → Optical receiver integration | Receive-function integration The overview links to the integrated receive function; a PD alone is not a receiver. | imec | Ge growth, PICs and electronic integration 2026-10-06 |
| Optical receiver supply chain ↔ Optical drivers & receivers | Receiver electronics TIAs are receiver electronics and have a different role from transmit drivers. | Marvell | Transimpedance amplifiers 2026-10-06 |
| Optical receiver supply chain ↔ Pluggable Optical Transceivers | Pluggable receive path The pluggable format does not prescribe a PD material; selection is product- and platform-specific. | ST | PIC100 silicon photonics and Ge PD white paper 2026-10-06 |
| Optical receiver supply chain ↔ Optical Engines | Optical-engine receive path Optical engines integrate receive functions; CPO still needs PDs and receiver electronics. | NVIDIA | CPO integration and supplier roles 2026-10-06 |
| InP optoelectronic substrates → InP-based detector epitaxy | Growth substrate InP is the growth substrate for this typical detector epitaxy route, not a claim about a particular purchasing relationship. | IQE | InP detector epitaxy 2026-10-06 |
| InP-based detector epitaxy → InGaAs photodetector dies & arrays | Epitaxy into detector dies Device fabrication converts absorber/junction stacks into PDs; epitaxy and die fabrication can be integrated or separate. | Albis | PD50Y1: 200G InGaAs/InP PD 2026-10-06 |
| Photonics SOI wafers → Silicon-photonics PICs with Ge PDs | Waveguides and Ge absorbers SOI starting wafers enter photonic processes with Ge absorber regions, rather than using bulk Ge substrates. | imec | Ge growth, PICs and electronic integration 2026-10-06 |
| Silicon Photonics ↔ Silicon-photonics PICs with Ge PDs | Silicon-photonic detector option Ge-on-Si is a common detector implementation, not an automatic material classification for every silicon-photonics product. | Tower | PH18MA design kit with Ge PDs 2026-10-06 |
| InGaAs photodetector dies & arrays → Optical receiver integration | Discrete PDs and arrays Dies or arrays are assembled with TIAs and optical interfaces; packaging is product-specific. | GCS | InGaAs PIN dies and arrays 2026-10-06 |
| Silicon-photonics PICs with Ge PDs → Optical receiver integration | PIC containing PDs The PIC already includes detection; receiver electronics, fiber interfaces and packaging are still required. | imec | Ge growth, PICs and electronic integration 2026-10-06 |
| InGaAs photodetector dies & arrays ↔ Heterogeneous III-V detector integration | Heterogeneous option InP/InGaAs PDs can couple to silicon waveguides; a design example does not imply universal adoption. | Ansys | InP/InGaAs PD coupled to a silicon waveguide 2026-10-06 |
| Heterogeneous III-V detector integration ↔ Optical receiver integration | Integration across materials An optional photonic-platform integration route requiring coupling, attachment and yield management. | Ansys | InP/InGaAs PD coupled to a silicon waveguide 2026-10-06 |
| Optical drivers & receivers → Receiver TIAs & analog front ends | Receive-side TIAs Separate transimpedance amplification from the broader driver/TIA category. | Marvell | Transimpedance amplifiers 2026-10-06 |
| Receiver TIAs & analog front ends → Optical receiver integration | Photocurrent amplification Match PD capacitance, noise, linearity and parasitics; TIAs are not automatically interchangeable across platforms. | Marvell | Transimpedance amplifiers 2026-10-06 |
| Fiber coupling & alignment → Optical receiver integration | Optical attachment and alignment Control coupling loss and assembly yield from fibers to receiver optics or PICs. | Fabrinet | Precision optical process development 2026-10-06 |
| Optical manufacturing services → Optical receiver integration | Receiver assembly Assemble optical and electronic components to customer designs; not every manufacturer necessarily supports each PD route. | Fabrinet | Precision optical process development 2026-10-06 |
| Optical receiver measurement & test → InGaAs photodetector dies & arrays | Device and known-good screening Die delivery requires device characterization and screening; this edge does not specify equipment brands. | GCS | InGaAs PIN dies and arrays 2026-10-06 |
| Optical receiver measurement & test → Silicon-photonics PICs with Ge PDs | Photonic wafer testing Characterize photonic devices at wafer level to support known-good selection. | Keysight | NX5402A silicon photonics wafer testing 2026-10-06 |
| Optical receiver measurement & test → Optical receiver integration | Assembled receiver verification Assembly still requires receive-link optical/electrical, interface and reliability qualification. | NVIDIA | CPO integration and supplier roles 2026-10-06 |
| Optical receiver integration → Pluggable Optical Transceivers | Into pluggable transceivers Complete transceivers include receive, transmit and other functions; this is the receive portion. | ST | PIC100 silicon photonics and Ge PD white paper 2026-10-06 |
| Optical receiver integration → Optical Engines | Into optical engines Optical engines incorporate receive functions and then integrate into CPO or other architectures. | NVIDIA | CPO integration and supplier roles 2026-10-06 |
| Receiver TIAs & analog front ends → Linear pluggable optics | Linear receiver electronics LPO still needs TIAs and linear analog functions; omitting a module DSP does not remove receiver electronics. | Marvell | 1.6T LPO receiver and driver chipset 2026-10-06 |
| Network Switches ↔ Rack design and system integration | External fabric according to topology Scope note 1 | NVIDIA | MGX architecture and system partners 2026-10-05 |
| Fiber and Optical Connections → Passive fiber cables and patch cords | Fiber cabling and termination Fiber becomes passive cable through cabling and termination; distinguish active AOC electronics. | Walsin Lihwa | Optical fiber cable products 2026-10-17 |
| Passive fiber cables and patch cords → Pluggable Optical Transceivers | External optical path Transceivers use compatible fiber and connectors; reach depends on the complete link specification. | APAC | 800G OSFP transceivers 2026-10-17 |
| Fiber and Optical Connections → Active optical cables (AOC) | Internal fiber transmission AOC includes optical endpoints and connecting fiber; a separately purchased patch cord is not implied. | Centera | 800G QSFP-DD AOC 2026-10-17 |
| Laser Light Sources → Active optical cables (AOC) | Optical emitters This EZconn AOC lists VCSEL emitters; other architectures may use different sources. | EZconn | 800G QSFP-DD AOC 2026-10-17 |
| Optical drivers & receivers → Active optical cables (AOC) | Driver and receiver electronics Drivers and receiver electronics support conversion; integration depends on the product. | EZconn | 800G QSFP-DD AOC 2026-10-17 |
| Fiber coupling & alignment → Active optical cables (AOC) | Fiber alignment and packaging Optical components must couple to fiber; this manufacturing role does not name an undisclosed contractor. | EZconn | 800G QSFP-DD AOC 2026-10-17 |
| Optical manufacturing services → Active optical cables (AOC) | Optoelectronic and cable assembly AOC integrates both optical endpoints and fiber; this describes a manufacturing role, not a specific outsourcing contract. | FIT | External high-speed interconnect catalog 2026-10-17 |
| Active optical cables (AOC) ↔ Pluggable Optical Transceivers | Integrated cable or separate modules Compare AOC with transceivers plus fiber by connector, reach, maintenance and model-level power. | FIT | External high-speed interconnect catalog 2026-10-17 |
| Active optical cables (AOC) ↔ Micro-emitter optics / ALC | Integrated optical cable architectures AOC is a broad form and ALC a micro-emitter product approach, not sequential manufacturing stages. | Credo | ZeroFlap ALC architecture 2026-10-17 |
| High-speed copper: DAC / ACC / AEC ↔ Active optical cables (AOC) | Short-reach interconnect choices Some rack and adjacent-rack uses overlap; rate, length and interfaces must match. | FIT | External high-speed interconnect catalog 2026-10-17 |
| Active optical cables (AOC) → Network Switches | Switch optical-cable links AOC serves compatible switch ports, not arbitrary ports or protocols. | Centera | 800G QSFP-DD AOC 2026-10-17 |
| Active optical cables (AOC) → AI Servers | Server optical-cable links Server links select AOC by port, protocol, rate and reach. | Foxlink | AOC products 2026-10-17 |
| Micro-emitter optics / ALC ↔ Network Switches | Row-scale network design target The 1.6T ALC announcement targets row-scale links with planned 2027 shipments; it is not deployment evidence. | Credo | 1.6T ZeroFlap ALC announcement and shipment plan 2026-10-17 |
| High-speed copper: DAC / ACC / AEC → Rack high-speed connectors and cables | Copper interconnect option DAC, ACC and AEC are electrical options for rack interconnects. | FIT | External high-speed interconnect catalog 2026-10-17 |
| Active optical cables (AOC) → Rack high-speed connectors and cables | Active optical cable option AOC, copper and separate optics are selected by requirements; all are not mandatory. | FIT | External high-speed interconnect catalog 2026-10-17 |
| Micro-emitter optics / ALC ↔ Rack high-speed connectors and cables | Micro-emitter short-reach approach Included by announced design targets; production status and compatibility require follow-up. | Credo | 1.6T ZeroFlap ALC announcement and shipment plan 2026-10-17 |