Full-stack photonics supply chain for AI-scale optical interconnect — optical transceiver OEMs and contract assemblers (Coherent, Lumentum, AAOI, Fabrinet), the three dominant China-based AI transceiver suppliers ramping 800G/1.6T volume for hyperscalers (Zhongji Innolight, Eoptolink, Accelink), co-packaged optics and photonic IC platforms (POET, Lightwave Logic, Marvell), coherent networking systems (Ciena, Nokia including its acquired Infinera optical portfolio), high-frequency III-V photonic semiconductor components (Sivers Semiconductors), and precision photonic sensing and emitter components including InGaAs detectors, avalanche photodiodes, and laser diodes (Hamamatsu Photonics) — serving the 800G/1.6T transceiver ramp and co-packaged optics transition at hyperscale AI data centers.