Sub-category 7.6
PHY / DSP Chips for Transceivers
The signal-processing silicon inside every transceiver. The hidden moat in the optical supply chain.
Players
Players: Marvell (Inphi) MRVL, Broadcom AVGO, MaxLinear MXL, Semtech SMTC, MACOM MTSI, Credo (linear-drive) CRDO
Analysis coming soon — this page is scaffolding for deeper research into phy / dsp chips for transceivers.