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
46.0%
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.

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

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Sources

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