Micas Networks
Micas Networks designs and manufactures open networking switches (1G to 800G) for hyperscalers, cloud data centers, and OEMs. It is first to market with a 51.2T co-packaged optics switch co-developed with Broadcom and runs its own factory in Malaysia.
- Company typePrivate
- Founded2023
- HeadquartersSan Jose, United States
- Headcount51–100
- GTM typeB2B
- OfferingHardware or Manufacturing
What Micas Networks does
Micas Networks is a San Jose, California-based provider of open networking switches and network operating systems targeting hyperscalers, cloud data centers, and OEMs. The company designs and manufactures a full portfolio of data center Ethernet switches spanning 1G to 800G, built on Broadcom merchant silicon (Tomahawk 3, 4, and 5 and the StrataXGS family) and offered with Community SONiC, an independently developed Enterprise SONiC distribution, and the proprietary HULKOS operating system. Its flagship product, the 51.2T Co-Packaged Optics (CPO) switch co-developed with Broadcom, integrates optical engines directly with the Tomahawk 5 ASIC and is positioned as the industry's first such system in volume production, claiming over 40% power savings versus pluggable transceivers and over 25% savings versus LPO alternatives.
The company differentiates through AI-specific networking innovations including Global Dynamic Load Balancing (GDLB), multi-rail networking architectures for up to 100,000-GPU clusters, and RoCE lossless Ethernet, with joint validated designs involving Supermicro and AMD. Micas owns manufacturing facilities in Malaysia (2 SMT lines, 2 DIP lines, 3 assembly lines) and operates a procurement and logistics center in Singapore, allowing it to ship globally to 89 countries. The principal architect of its technology moat is its strategic co-development partnership with Broadcom, alongside memberships in OCP, the SONiC Foundation, the Linux Foundation, and the Ultra Ethernet Consortium.
Micas generates revenue primarily through hardware sales of open network and commercial switches, optical transceivers and cables (10G-400G), and CPO systems, complemented by M-Care+ professional services for installation and configuration. The go-to-market is a hybrid enterprise field-sales motion combined with channel and distributor partnerships, including EPS Global globally and SB C&S Corp for Japan (signed February 2026). Pricing is not publicly disclosed and is handled via direct sales engagement, with named customer evidence concentrated on a single disclosed US hyperscale deployment and a Supermicro/AMD validated design for AI training clusters.
Micas Networks firmographics
Firmographics- Name
- Micas Networks
- Legal name
- Micas Networks Inc.
- Website
- https://micasnetworks.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Micas Networks designs and manufactures open networking switches (1G to 800G) for hyperscalers, cloud data centers, and OEMs. It is first to market with a 51.2T co-packaged optics switch co-developed with Broadcom and runs its own factory in Malaysia.
- Ownership category
- akta.pro rank
Micas Networks industry classification
Industry- Product category
- Data Center Networking Equipment
- NAICS
- Other Communications Equipment Manufacturing (33429)
- SIC
- Computer Communications Equipment (3576)
- akta.pro primary industry
- Cloud-Scale / Hyperscale Ethernet Switching (HDAFAAAF)
- akta.pro secondary industry
- Data Center Ethernet Switching (ToR/Leaf-Spine) (HDABAFAA)
Keywords
Where Micas Networks is headquartered
LocationHeadquarters
- HQ city
- San Jose
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Micas Networks business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Technology or R&D, Supply Chain, Personnel, Operations, Marketing or Sales
Revenue model
- Open Network Switch Hardware Sales: Sale of open network switches (1G to 800G) powered by SONiC, targeting hyperscalers, cloud data centers, and OEMs. Revenue is generated through direct enterprise sales and channel/distributor partnerships.
- Commercial Switch Hardware Sales: Sale of commercial switches powered by HULKOS operating system, targeting enterprise data centers.
- CPO Switch System Sales: Volume production and global availability of 51.2T CPO switch systems, co-developed with Broadcom, for AI-driven data centers.
- Transceivers & Cables: Sale of optical transceivers ranging from 10G to 400G, including QSFP-DD, QSFP28, SFP28, SFP+ form factors.
- Professional Services: M-Care+ service offerings including hardware installation, software & network configuration, critical moment on-site support, and man-day/man-hour professional services.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Micas Networks product offering
Product offeringCore offering
Micas Networks designs, manufactures, and sells open network switches (1G to 800G) for hyperscalers, cloud data centers, and OEMs. The portfolio includes the industry's first 51.2T Co-Packaged Optics switch co-developed with Broadcom, Tomahawk 5-based 800G/400G switches, HULKOS-powered commercial switches, optical transceivers and cables, and SONiC/HULKOS network operating systems. The company owns its factory in Malaysia and operates a global supply chain delivering to 89 countries.
Product overview
Micas Networks is a San Jose, California-based provider of open networking solutions for hyperscalers, cloud data centers, and OEMs. The company offers a full portfolio of open network switches supporting SONiC and commercial switches running HULKOS OS, spanning speeds from 1G to 800G. Key products include the industry-first 51.2T Co-Packaged Optics (CPO) switch developed with Broadcom, the 800G M2-W6940-64OC switch with Tomahawk 5 silicon, and the M2-W6940-128QC 128-port 400G switch. The product portfolio comprises Open Network Switches (powered by SONiC via ONIE), Commercial Switches (powered by HULKOS), Transceivers & Cables (10G-400G optical modules), and Network Operating Systems (Community SONiC, Enterprise SONiC, and HULKOS). The company also provides AI/ML networking solutions featuring multi-rail architecture and Global Dynamic Load Balancing for GPU cluster optimization.
Differentiator
Problem solved
Functional benefit
Products and services
- Open Network Switches High-performance data center Ethernet switches ranging from 1G to 800G, powered by SONiC network operating system with ONIE support for flexible NOS deployment. Includes 800G CPO switch, 400G switches with up to 128 ports, and 200G/100G/25G/10G/1G models targeting hyperscalers and cloud data centers.
- 51.2T CPO Switch (M2-W6940-128X1-FR4) Next-generation 4RU Co-Packaged Optics data center switch co-developed with Broadcom, featuring 128x400G FR4 optical ports delivering up to 1,024 Tbps full duplex. Built on Broadcom 51.2T Bailly CPO device with Tomahawk 5 chip coupled to 6.4-Tbps Silicon Photonics Chiplets. Power as low as 1,626W with ultra-low latency design.
- 800G Tomahawk 5 Ethernet Switch (M2-W6940-64OC) 64-port 800GbE OSFP switch in 2RU chassis delivering 102.4 Tbps throughput with 20.3 Bpps forwarding. Based on Broadcom BCM78900 (Tomahawk 5) chip with Intel Xeon D1734NT processor, featuring RoCEv2 support, lossless Ethernet, and Dynamic Load Balancing for AI/ML and HPC applications.
- Commercial Switches Enterprise-grade switches powered by the HULKOS operating system. Available in 400G, 200G, 100G, 10/25G, 10G, and 1G configurations designed for AI, big data, HPC, and distributed storage applications.
- Transceivers & Cables High-density and low-power optical transceivers ranging from 10G to 400G, including QSFP-DD, QSFP28, SFP28, and SFP+ form factors for single-mode and multi-mode fiber applications.
- Community SONiC Network Operating System Open source network operating system based on Linux running on merchant silicon, deployed on Micas open network switches. In production at multiple web-scale companies with a broad developer community and vendor ecosystem.
- Enterprise SONiC Commercial SONiC distribution with feature enrichment and hardening for data center leaf and spine/super-spine deployments. Supports ODM and OEM platforms based on Broadcom StrataXGS silicon family, including RoCE V2, VXLAN, MC-LAG, BGP, ACLs, QoS, and comprehensive monitoring.
- HULKOS Network Operating System Independently developed modular embedded operating system for network communication devices, designed for network security operation and management across multiple platforms. Powers Micas commercial switches.
- M-Care+ Professional Services Professional service offerings including hardware installation, software and network configuration, critical moment on-site support, and man-day/man-hour professional services for Micas Networks customers.
Quantifiable outcome
- 50%+ power reduction with CPO technology compared to traditional pluggable switches
- +6 more outcomes
Companies that use Micas Networks
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Micas Networks technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
Micas Networks partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered minor, core and moderate.
- SB C&S CorpminorMicas Networks signed its first distributor agreement in Japan with SB C&S Corp to enter the Japanese market. SB C&S Corp will distribute Micas' open networking switches and related products in Japan.
- BroadcomcoreMicas has a strategic partnership with Broadcom for co-development of networking switch solutions. Micas was first to market with a 51.2T CPO switch co-developed with Broadcom using the company's Tomahawk 5 (TH5) ASIC technology. The partnership involves Broadcom's 51.2T Bailly CPO switch device with Tomahawk 5 chip coupled to Silicon Photonics Chiplets. Broadcom describes Micas as a key partner supplying CPO switches to US hyperscale data centers.
- EPS GlobalminorMicas Networks partnered with EPS Global to deliver high-performance, scalable open network solutions. EPS Global serves as a distributor for Micas products.
- SupermicrocoreMicas collaborated with Supermicro, Broadcom, and AMD on a validated design for AI network clusters using Supermicro with AMD Instinct MI355X GPUs, Micas Tomahawk 5 CPO platform, and AMD Pensando Polara 400 AI NICs. The joint solution demonstrates improved data center sustainability, extended connectivity, lower latency, and higher GPU utilization for AI training workloads.
- Open Compute Project (OCP)moderateMicas Networks is a member of the Open Compute Project, participating in the development of open infrastructure standards. The company showcased its 51.2T Broadcom Co-Packaged Optics switch at OCP Summit 2023.
- SONiC FoundationmoderateMicas is a member of the SONiC Foundation, contributing to the open source SONiC network operating system ecosystem. Micas offers Enterprise SONiC distributions and Community SONiC on their switches.
- Linux FoundationmoderateMicas Networks is a member of the Linux Foundation, supporting open source networking initiatives and standards.
- Ultra Ethernet ConsortiumminorMicas Networks is a member of the Ultra Ethernet Consortium, contributing to the development of Ethernet-based high-performance computing networking standards.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Micas Networks competitors and assessment
Company assessmentDirect peers
- Wiwynn: Wiwynn (a Wistron subsidiary) is a leading ODM of hyperscale-grade switches and servers based on Broadcom Tomahawk silicon, with active deployments at large cloud operators. Highly comparable to Micas in product, customer segment and go-to-market model.
- Celestica: Celestica designs and manufactures data center networking switches for hyperscalers and OEMs using merchant silicon (including Broadcom), and also operates an 'Open Networking' portfolio supporting SONiC. Direct competitor for ODM/OEM switch sockets.
- Delta Electronics (Networking): Delta supplies open networking switches (e.g., the Agema white-box line) to hyperscalers and OEMs using Broadcom Tomahawk silicon. Comparable in product category, target customer and merchant-silicon-based white-box model to Micas.
- Edgecore Networks: Edgecore (an Accton company) is the most established white-box/OEM open networking switch vendor. Like Micas, it builds data center Ethernet switches powered by Broadcom silicon and supports the SONiC ecosystem, directly competing for hyperscaler, cloud and OEM customers.
Broad incumbents
- Cisco Systems: Cisco's Nexus 9000 and Silicon One platforms serve enterprise and hyperscale DC switching, with new offerings targeted at AI back-end networks. A broad incumbent with extensive install base and software stack that overlaps Micas' enterprise data center positioning.
- Juniper Networks: Juniper's PTX and QFX series, plus the Apstra automation stack, target hyperscale and AI data center switching. Apstra-powered SONiC/Broadcom platforms make Juniper a direct alternative to Micas in enterprise/hyperscale DC fabric.
- NVIDIA Networking (Mellanox / Spectrum-X): NVIDIA's Spectrum-X Ethernet platform, built around acquired Mellanox technology, is purpose-built for AI training fabrics. Competes head-on with Micas' CPO and 800G Tomahawk-based switches for AI cluster networking, supported by deep GPU-side bundling.
- Arista Networks: Arista is the dominant merchant Ethernet switch vendor for hyperscale cloud and AI data centers. Its 7800R/7800R3 and upcoming Ultra Ethernet platforms target the same AI fabric refresh cycle Micas is pursuing, though Arista sells proprietary, integrated systems rather than white-box.
Regional players
- H3C (New H3C Group): H3C is a leading networking vendor in China/Asia-Pacific with broad data center and campus Ethernet switch portfolios, including high-density 400G/800G systems. Most directly comparable in product offering and regional enterprise/cloud DC positioning outside of North America.
- Ruijie Networks: Ruijie provides data center Ethernet switches (including 400G AI cloud fabric switches) and active participation in SONiC/OCP ecosystems, with strong presence in China and APAC. Comparable as an open-networking-aligned competitor targeting similar enterprise and AI cluster use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Micas Networks social profiles
Digital presenceMicas Networks compliance and trust
Trust signalCompliance4 records
Micas Networks financial estimates
Financial estimateRevenue estimate
Valuation estimate
Micas Networks leadership team
Management profileNumber of profiles
Profiles1 record
Micas Networks funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Micas Networks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Micas Networks
What does Micas Networks do?
Micas Networks designs, manufactures, and sells open network switches (1G to 800G) for hyperscalers, cloud data centers, and OEMs. The portfolio includes the industry's first 51.2T Co-Packaged Optics switch co-developed with Broadcom, Tomahawk 5-based 800G/400G switches, HULKOS-powered commercial switches, optical transceivers and cables, and SONiC/HULKOS network operating systems. The company owns its factory in Malaysia and operates a global supply chain delivering to 89 countries.
Is Micas Networks a public or private company?
Micas Networks is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Micas Networks founded?
Micas Networks was founded in 2023. It employs 51 to 100 people.
Where is Micas Networks based?
Micas Networks is headquartered in San Jose, United States, in the North America region.
How does Micas Networks make money?
Five revenue lines are on record. Open Network Switch Hardware Sales are the primary driver. The others are commercial Switch Hardware Sales, CPO Switch System Sales, transceivers & Cables and professional Services.
Who are Micas Networks's main competitors?
Direct peers on record are Wiwynn, Celestica, Delta Electronics (Networking) and Edgecore Networks. Broad incumbents are Cisco Systems, Juniper Networks, NVIDIA Networking (Mellanox / Spectrum-X) and Arista Networks. Regional players are H3C (New H3C Group) and Ruijie Networks.
Does Micas Networks have an API?
No public API is recorded for Micas Networks.
What industry is Micas Networks in?
Micas Networks's product category is Data Center Networking Equipment. Its primary akta.pro industry code is HDAFAAAF, Cloud-Scale / Hyperscale Ethernet Switching, with a secondary code of HDABAFAA, Data Center Ethernet Switching (ToR/Leaf-Spine). Its NAICS code is 33429 and its SIC code is 3576.