COMPANIES · AI CHIPS & NETWORKING
TFC Optical Communication
TFC is a Chinese maker of optical sub-assemblies and passive optical components, and it also provides optoelectronic packaging manufacturing services for optical-module makers.
TFC is a Chinese maker of optical sub-assemblies and passive optical components, and it also provides optoelectronic packaging manufacturing services for optical-module makers.
Optical transceivers and co-packaged optics for AI clusters are built from sub-assemblies like TFC's, and NVIDIA names TFC Communication in its silicon photonics ecosystem.
Sells optical components and sub-assemblies and charges for optoelectronic packaging and manufacturing services, mainly to optical-module and network-equipment makers.
China (Suzhou)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (1)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (1)
Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Ecosystem listing only; does not state which products TFC supplies, volumes, revenue, or that products have shipped.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Suzhou TFC Optical Communication (SHE:300394) Stock Price & Overview (StockAnalysis) ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .