COMPANIES · AI CHIPS & NETWORKING
Zhongji Innolight
Zhongji Innolight, through its InnoLight business, designs and makes high-speed optical transceivers, the modules that convert electrical signals to light so data can move over fiber inside cloud and AI data centers.
Zhongji Innolight, through its InnoLight business, designs and makes high-speed optical transceivers, the modules that convert electrical signals to light so data can move over fiber inside cloud and AI data centers.
It is one of the world's largest makers of 800G-and-faster optical modules that connect AI servers and switches, and NVIDIA named it among industry leaders supporting pluggable optical transceiver technologies. Caixin reported that about 62% of its Q1 2026 revenue came from the US, which exposes it to proposed US restrictions on Chinese optical modules.
Cloud providers, AI data-center builders and network equipment makers pay it for optical transceiver modules.
China (operating business InnoLight headquartered in Suzhou, Jiangsu)
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.
Connections (3)
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 (2)
Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: A one-line mention in an NVIDIA announcement; does not establish that Innolight supplies NVIDIA directly, volumes, revenue, or exclusivity.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-10 · reviewed 2026-09-26
Evidence: Primary-source statement · Collaboration announced March 2025
Limits: Announcement of an expanded collaboration; does not state Innolight's volumes, value or Tower's share of Innolight's supply, and does not by itself establish that Tower makes chips in volume for Innolight today.
Tower Semiconductor and Innolight Expand their Collaboration and Ramp Volume of Next-Generation SiPho Solutions for AI and Data Centers ↗Comparisons (1)
Source: 2026-08-05 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Market-overlap comparison drawn from reporting; market-share figures are Caixin's and are not verified here, and the row says nothing about specific contract wins between them.
U.S. Drafts Ban on Chinese Optical Modules, Exposing Mutual Supply Chain Risks (Caixin Global) ↗U.S. Drafts Ban on Chinese Optical Modules, Exposing Mutual Supply Chain Risks (Caixin Global) ↗
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 v3.24, released .