ENTITY · eoptolink
Eoptolink Technology300502
China·photonics optics·major·$119.8B mkt cap
Optical transceiver maker for AI data centers.
WATCH · 40–69
59/100 illustrative
Underwriting Thesis
WATCH — Eoptolink Technology: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in photonics optics. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration70
Sole-Source Dependence59
Sanctions Exposure45
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MEoptolink Technology → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BEoptolink Technology → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MEoptolink Technology → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MEoptolink Technology → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- CoherentUnited StatesDOMESTIC
- Lumentum HoldingsUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
Key Customers · downstream · 4
- NVIDIAUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- Arista NetworksUnited StatesDOMESTIC
- Cisco SystemsUnited StatesDOMESTIC