nLight supply chain risk
As of 2026-09-05, nLight depends on 3 tracked suppliers headquartered in 1 country (3 of them in the United States). 1 of those suppliers hold a monopoly or leader position in their own segment, led by Broadcom. nLight itself carries a supply-chain criticality score of 50/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Broadcom — leader in Networking Silicon, United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 3 suppliers (100%)
All 3 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Broadcom | Networking Silicon | leader | United States | 81/100 |
| Lumentum Holdings | Photonics & Optics | major | United States | 68/100 |
| Coherent | Photonics & Optics | major | United States | 68/100 |
Downstream exposure
- Criticality score: 50/100
- Companies downstream of nLight: 235
- Tracked market cap downstream (priced companies only): $34.69T across 150 priced companies
Cite as: wafergraph, “nLight supply chain risk — 3 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/nlight (data as of 2026-09-05).
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