What TFC makes for data centers
public · HQ China
TFC is a publicly listed company and based in China. It appears on 1 part of the AI data center — Optical transceivers — in the role of manufacturer. That part sits in Layer 3 — Networking & interconnect. Its shares trade on Shenzhen Stock Exchange as 300394.SZ.
Listing
Shenzhen Stock Exchange: 300394.SZ· 201 CNY +1.71% · mkt cap 219.0B CNY
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Optical transceivers | manufacturer | inferred | Accelink, Applied Optoelectronics, Broadcom, Cisco, Coherent, Eoptolink | optical engines |
Where TFC sits in the stack
TFC's placements in this catalog cover 1 part, all in layer 3, networking & interconnect. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Optical transceivers — Pluggable optical modules that convert electrical signals to light for transmission over fiber between switches and servers, sold at 400G, 800G, and 1.6T speeds.
Closest peers in this catalog
Questions about TFC
- What does TFC make for AI data centers?
- This catalog places TFC on 1 part: Optical transceivers (manufacturer).
- Is TFC publicly traded?
- Yes — TFC is listed on Shenzhen Stock Exchange under 300394.SZ. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is TFC based?
- China, per the company record in this catalog.
- Who else makes optical transceivers for AI data centers?
- Accelink, Applied Optoelectronics, Broadcom, Cisco, Coherent and Eoptolink are also placed on Optical transceivers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For TFC the mix is 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.