analysis2026-09-12 · updated 2026-09-24· GridToChip · 1 min read · part-of-the-day

Part of the day: Copper: DAC / ACC / AEC cables

Assembled by the nightly build from this catalog’s own entry for Copper: DAC / ACC / AEC cables (3.09, Layer 3 — Networking & interconnect). The tables below are rebuilt every night; first published 2026-09-12, refreshed 2026-09-24.

High-speed copper cable assemblies — DAC, ACC, and AEC types — that link GPUs, NICs, and switches over short distances as a lower-cost alternative to optical transceivers.

Copper cabling connects the same points the optical transceivers of 3.04 do — GPUs to NICs, NICs to switches — but over shorter reaches, where it stays cheaper and lower-power than going optical. DAC is passive, ACC and AEC add active signal conditioning to extend reach, with AEC in particular depending on retimers (3.09a) to hit longer distances at high speed. Copper remains the default choice for the shortest, highest-bandwidth links in a rack, which keeps demand growing alongside optics rather than being displaced by it, even as the NVLink copper spine described in 3.10 approaches its practical reach limit at the highest speed grades. An investor should watch the mix between passive DAC and active ACC/AEC cabling as speeds rise, since active cables carry more semiconductor content (the retimers) and shift value toward cable assembly makers with in-house or partnered active-cable capability.

AI delta: AI racks pack far more high-speed copper links per GPU than general-purpose servers, and rising per-link speeds push volume from passive DAC toward active ACC and AEC assemblies.

Who makes it

Copper: DAC / ACC / AEC cables (3.09 — full page)
CompanyRoleOwnershipTickerPrice1dConfidenceNote
AmphenolmanufacturerpublicAPH74.09 USD+1.4%inferred
Bizlinkmanufacturerpublic3665.TW1875 TWD-4.3%inferred
CredomanufacturerpublicCRDO147 USD-9.1%disclosedAECs · source
Foxconn Interconnectmanufacturerpublic6088.HK3.71 HKD-0.1%inferredFIT
Luxsharemanufacturerpublic002475.SZ50.42 CNY+7.0%inferred
TE ConnectivitymanufacturerpublicTEL208 USD-0.2%inferred
VolexmanufacturerpublicVLX.L536 GBp+1.6%inferred
Leonimanufacturerprivateinferred
Molexmanufacturerprivateinferred
Competing on Copper: DAC / ACC / AEC cables:Amphenol inferred, Bizlink inferred, Credo disclosed, Foxconn Interconnect inferred, Luxshare inferred, TE Connectivity inferred, Volex inferred, Leoni inferred, Molex inferred

The full entry — sub-categories, news, videos and sources — lives on the Copper: DAC / ACC / AEC cables page.

Related: Copper: DAC / ACC / AEC cables