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Fabless
65
Foundry
16
Memory
22
Networking
59
Optics
48
Semicap
61
Materials
81
Integration
70
DC Infra
106
Robotics
75
AI Cloud
20
AI Model
5
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Industry
Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
59
Companies
4
Segments
40
Shown
All Networking
40
Switching
9
Routing
10
Security / ADC
1
Other
20
Market cap
All caps
59
> $10B
40
> $100B
8
40 companies
Sorted by market cap
NVDA
NVIDIA Corporation
Switching
$4.84T
NASDAQ·US
›
AVGO
Broadcom Inc.
Switching
$1.83T
NASDAQ·US
›
CSCO
Cisco Systems, Inc.
Switching
$474.7B
NASDAQ·US
›
MRVL
Marvell Technology, Inc.
Switching
$237.2B
NASDAQ·US
›
300308.SZ
Zhongji Innolight Co., Ltd.
Routing
$215.2B
SHZ·CN
›
ANET
Arista Networks, Inc.
Switching
$206.3B
NYSE·US
›
GLW
Corning Incorporated
Other
$181.2B
NYSE·US
›
300502.SZ
Eoptolink Technology Inc., Ltd.
Other
$113.9B
SHZ·CN
›
NET
Cloudflare, Inc.
Other
$80.0B
NYSE·US
›
NOKIA.HE
Nokia Oyj
Routing
$78.1B
HEL·FI
›
9432.T
NTT, Inc.
Routing
$73.1B
JPX·JP
›
ALAB
Astera Labs, Inc.
Other
$68.4B
NASDAQ·US
›
CIEN
Ciena Corporation
Routing
$66.7B
NYSE·US
›
601869.SS
Yangtze Optical Fibre And Cable Joint Stock Limited Company
Other
$66.3B
SHH·CN
›
HPE
Hewlett Packard Enterprise Company
Switching
$65.4B
NYSE·US
›
5803.T
Fujikura Ltd.
Routing
$64.6B
JPX·JP
›
9434.T
SoftBank Corp.
Routing
$60.7B
JPX·JP
›
5802.T
Sumitomo Electric Industries, Ltd.
Routing
$59.0B
JPX·JP
›
300394.SZ
Suzhou TFC Optical Communication Co., Ltd.
Other
$52.2B
SHZ·CN
›
CRDO
Credo Technology Group Holding Ltd
Other
$49.9B
NASDAQ·US
›
600487.SS
Hengtong Optic-Electric Co., Ltd.
Other
$42.8B
SHH·CN
›
CLS
Celestica Inc.
Other
$42.3B
NYSE·CA
›
2345.TW
Accton Technology Corporation
Switching
$41.8B
TAI·TW
›
600522.SS
Jiangsu Zhongtian Technology Co., Ltd.
Other
$30.9B
SHH·CN
›
002281.SZ
Accelink Technologies Co,Ltd.
Other
$30.9B
SHZ·CN
›
MTSI
MACOM Technology Solutions Holdings, Inc.
Other
$28.3B
NASDAQ·US
›
000063.SZ
ZTE Corporation
Routing
$26.3B
SHZ·CN
›
FFIV
F5, Inc.
Security / ADC
$21.7B
NASDAQ·US
›
5801.T
Furukawa Electric Co., Ltd.
Routing
$20.9B
JPX·JP
›
SITM
SiTime Corporation
Other
$18.7B
NASDAQ·US
›
AKAM
Akamai Technologies, Inc.
Other
$17.5B
NASDAQ·US
›
300620.SZ
Advanced Fiber Resources (Zhuhai), Ltd.
Other
$14.9B
SHZ·CN
›
SMTC
Semtech Corporation
Other
$14.8B
NASDAQ·US
›
600498.SS
Fiberhome Telecommunication Technologies Co., Ltd.
Routing
$13.9B
SHH·CN
›
2379.TW
Realtek Semiconductor Corp.
Other
$13.0B
TAI·TW
›
300548.SZ
EverProX Technologies Co., Ltd. Class A
Other
$12.2B
SHZ·CN
›
VIAV
Viavi Solutions Inc.
Other
$12.0B
NASDAQ·US
›
000938.SZ
Unisplendour Corporation Limited
Switching
$11.6B
SHZ·CN
›
AAOI
Applied Optoelectronics, Inc.
Other
$11.5B
NASDAQ·US
›
301165.SZ
Ruijie Networks Co., Ltd.
Switching
$10.9B
SHZ·CN
›
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