3.08a · part of Silicon photonics & co-packaged optics
Who makes external laser sources for AI data centers
Laser sources supplied externally to co-packaged optics designs rather than integrated on the photonic chip itself.
Companies on this part (2)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Coherent | manufacturer | public | COHR | 295 USD | -2.9% | inferred | |
| Lumentum | manufacturer | public | LITE | 956 USD | -1.1% | inferred |
Who competes here
The same table read the other way: every company above competes for external laser sources sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Silicon photonics & co-packaged optics
- Previous in layer: Optical DSPs, drivers, TIAs
- Next in layer: Copper: DAC / ACC / AEC cables
- 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