3.07a · part of Optical DSPs, drivers, TIAs
Who makes drivers and tias for AI data centers
Drivers and TIAs specifically — the signal-conditioning chips positioned closest to the laser and photodetector, as distinct from the DSP.
Companies on this part (3)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Analog Devices | manufacturer | public | ADI | 375 USD | -0.4% | inferred | |
| Macom | manufacturer | public | MTSI | 277 USD | -0.4% | inferred | |
| Semtech | manufacturer | public | SMTC | 142 USD | -0.8% | inferred |
Who competes here
The same table read the other way: every company above competes for drivers and tias sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Optical DSPs, drivers, TIAs
- Previous in layer: Lasers
- Next in layer: Silicon photonics & co-packaged optics
- Layer: Layer 3 — Networking & interconnect
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON