Commentators debate whether Chinese manufacturers supplying Nvidia's 800G optical modules remain bottlenecked by US component intellectual property

> Although Chinese companies dominate the global AI data center optical module manufacturing, the most core DSP chips and EML (electro-absorption modulated lasers) inside optical modules are still mainly in the hands of Broadcom, Marvell, Lumentum, and Coherent. unsurvivable

Not true for EML DSPs are getting designed out to reduce power consumption across the industry (although Huawei has a pretty good DSP) Yuanjie has decent CW laser chips for CPO (only player in China)

> Although Chinese companies dominate the global AI data center optical module manufacturing, the most core DSP chips and EML (electro-absorption modulated lasers) inside optical modules are still mainly in the hands of Broadcom, Marvell, Lumentum, and Coherent. unsurvivable