What TE Connectivity makes for data centers
public · HQ Galway, CH · te.com
TE Connectivity makes DAC/ACC/AEC copper cables, board-level connectors and sockets, OSFP/QSFP cages, and NVLink backplane and spine cartridges for AI server interconnect, sold through its Digital Data Networks segment. The company redomiciled from Switzerland to Ireland in September 2024.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
4 parts across 2 layers
Q3 fiscal 2026 release: Digital Data Networks segment net sales up 34.2% year over year, driven by AI data-center demand (TE Connectivity press release, July 2026).
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Copper: DAC / ACC / AEC cables | manufacturer | inferred | Amphenol, Bizlink, Credo, Foxconn Interconnect, Luxshare, Volex | |
| NVLink copper spine / backplane cartridges | manufacturer | reported | Amphenol, Bizlink, Foxconn Interconnect, Luxshare |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Board-level connectors & sockets | manufacturer | inferred | Aces, Amphenol, Bizlink, Foxconn Interconnect, Hirose, JAE | |
| OSFP/QSFP cages | manufacturer | inferred | Amphenol, Molex |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 12% | revenue | 2025-09-26 | 10-K |
Verification: enriched, last verified 2026-08-27. Sources: www.te.com · investors.te.com.· Markdown · JSON