Applied Optoelectronics → Microsoft

As of 2026-09-05, Applied Optoelectronics is a tracked supplier of Microsoft. Applied Optoelectronics is a niche in Distribution & Misc (headquartered in United States); Microsoft is a niche in Design (Fabless) (headquartered in United States). Applied Optoelectronics has 5 tracked customers; Microsoft has 80 tracked suppliers.

Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

Applied Optoelectronics (niche in Distribution & Misc) is a tracked supplier of Microsoft (niche in Design (Fabless)). Optical transceiver and component maker. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft and one of 5 tracked customers of Applied Optoelectronics.

Source: derived from both company records and the counted edges.

The two companies

Applied Optoelectronics (supplier)

Optical transceiver and component maker.

Microsoft (customer)

Designs Maia AI accelerators and Cobalt server CPUs for Azure.

Other tracked suppliers of Microsoft

Other tracked customers of Applied Optoelectronics

Cite as: wafergraph, “Applied Optoelectronics → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/applied_opto/microsoft/ (data as of 2026-09-05).

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