CHOKEPOINT
MIXEDGraph 2026-08-10---- -- -- --:--:-- UTC

SUBSTITUTES

Alternative producers in overlapping segments/subsegments — ranked by lower chokepoint score. Sanctioned peers sink to the bottom.

Applied Optoelectronics
Keys: distribution misc · distribution misc/photonics optics
CandidateCountryScoreVerdictOverlap
OpenLight Photonics, Inc.United States5CLEARdistribution misc/photonics opticsCompare ›
Avicena Tech Corp.United States5CLEARdistribution misc/photonics opticsCompare ›
Ranovus Inc.Canada10CLEARdistribution misc/photonics opticsCompare ›
EFFECT PhotonicsNetherlands10CLEARdistribution misc/photonics opticsCompare ›
nLightUnited States34CLEARdistribution misc/photonics opticsCompare ›
Source PhotonicsUnited States34CLEARdistribution misc/photonics opticsCompare ›
Ayar LabsUnited States35CLEARdistribution misc/photonics opticsCompare ›
LightmatterUnited States35CLEARdistribution misc/photonics opticsCompare ›
Celestial AIUnited States35CLEARdistribution misc/photonics opticsCompare ›
CienaUnited States37CLEARdistribution misc/photonics opticsCompare ›
POET TechnologiesCanada38CLEARdistribution misc/photonics opticsCompare ›
Sumitomo Electric IndustriesJapan42WATCHdistribution misc/photonics opticsCompare ›
Data Provenance· generated 2026-08-10 01:06:49Z
  • › Consolidated Screening List (CSL) [LIVE] https://data.trade.gov/downloadable_consolidated_screening_list/v1/consolidated.json @ 2026-08-10T01:06:49.039Z
  • › USASpending.gov — DoD award search [LIVE] https://api.usaspending.gov/api/v2/search/spending_by_award/ @ 2026-08-10T01:06:49.377Z
  • › Curated ownership aggregation [FALLBACK] @ 2026-08-10T01:06:49.378Z
  • › Curated China-ecosystem + Nexperia edges (Phase B, CSET ETO + TechInsights + TrendForce + SCMP + BIS Entity List + Nexperia press release) [FALLBACK] @ 2026-08-10T01:06:49.378Z

Firm/commodity-level signals from public data — not component-level BOM. Scores are an analytic underwriting heuristic, not legal or procurement advice.