Commentators debate whether Chinese manufacturers supplying Nvidia's 800G optical modules remain bottlenecked by US component intellectual property
Chinese suppliers provide 60 percent of Nvidia's 800G demand.
to be clear I'm kidding China controls very large parts of the relevant supply chains
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex> 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
#1497Zephyr@ZEPHYR_Z9Not 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)
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex> 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
#1497Zephyr@ZEPHYR_Z9
Zephyr@zephyr_z9Not 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)