The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

Lumentum

On the map: The network between chips

Named in one piece. Each entry below is that piece's own description of what the company makes, from its exposure map.

  1. Inside the plug

    Marvell and Broadcom make optical DSPs; Lumentum and Coherent, lasers. Innolight, Eoptolink and Fabrinet build transceivers. TSMC and SPIL make co-packaged engines.

    How ten thousand chips talk: the glass stays, and the plug survives its replacement · 4 September 2026

  2. Glass and mirrors

    Corning, Prysmian and Fujikura make fibre. Google and Lumentum make optical circuit switches. Ciena links distant sites.

    How ten thousand chips talk: the glass stays, and the plug survives its replacement · 4 September 2026

This maps who operates in each layer. It is not a recommendation, and naming a company is not a view on its shares. Personal research, not investment advice.