Eoptolink Technology

Eoptolink Technology is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include Coherent, Lumentum Holdings, Broadcom. Its key customers include NVIDIA, Broadcom, Arista Networks.

Optical transceiver maker for AI data centers.

Ticker
SZSE: 300502
Headquarters
China
Revenue
$3.7B (FY2025) · +187.3% YoY
Net income
$1.4B
Operating margin
43.5%
Market position
major
Value-chain segment
Photonics & Optics
Key products
800G QSFP-DD optical transceivers, 400G QSFP28 optical modules, CWDM4 data-center transceivers, AOC active optical cables, Silicon photonics-based modules

About Eoptolink Technology

Eoptolink Technology, headquartered in China, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include 800G QSFP-DD optical transceivers, 400G QSFP28 optical modules, CWDM4 data-center transceivers, AOC active optical cables, Silicon photonics-based modules. wafergraph maps 3 tracked suppliers and 4 tracked customers for Eoptolink Technology across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Role in the chain

Eoptolink Technology is a market major in Distribution & Misc (Photonics & Optics), headquartered in China. Optical transceiver maker for AI data centers.

Diligence questions

  1. The dataset records 3 tracked suppliers for Eoptolink Technology. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of Eoptolink Technology's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
  3. The dataset names 4 tracked customers for Eoptolink Technology. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Eoptolink Technology is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Eoptolink Technology trades as SZSE:300502. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Eoptolink Technology

Key products

  • 800G QSFP-DD optical transceivers
  • 400G QSFP28 optical modules
  • CWDM4 data-center transceivers
  • AOC active optical cables
  • Silicon photonics-based modules

Suppliers

Customers

More Distribution & Misc companies

Compare with

InnoLight Technology · Corning Incorporated · Lumentum Holdings · Nokia · Coherent · Ciena

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Eoptolink Technology — supply chain, financials & market position”, https://wafergraph.com/company/eoptolink (data as of 2026-09-05).

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