InnoLight Technology
InnoLight Technology is a leader 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, Marvell Technology.
Leading optical transceiver maker for AI data centers.
- Ticker
- SZSE: 300308
- Headquarters
- China
- Revenue
- $5.7B (FY2025) · +60.3% YoY
- Net income
- $1.6B
- Operating margin
- 39.8%
- Market position
- leader
- Value-chain segment
- Photonics & Optics
- Key products
- 800G QSFP-DD optical transceivers, 400G optical transceivers, CWDM4 / FR4 data-center modules, LPO (linear pluggable optics), Co-packaged optics (CPO) modules
About InnoLight Technology
InnoLight Technology, headquartered in China, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include 800G QSFP-DD optical transceivers, 400G optical transceivers, CWDM4 / FR4 data-center modules, LPO (linear pluggable optics), Co-packaged optics (CPO) modules. wafergraph maps 3 tracked suppliers and 5 tracked customers for InnoLight Technology across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.
Key products
- 800G QSFP-DD optical transceivers
- 400G optical transceivers
- CWDM4 / FR4 data-center modules
- LPO (linear pluggable optics)
- Co-packaged optics (CPO) modules