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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
36
Shown
All Networking
36
Switching
9
Routing
9
Security / ADC
1
Other
17
Market cap
All caps
59
> $10B
36
> $100B
8
36 companies
Sorted by market cap
NVDA
NVIDIA Corporation
Switching
$5.27T
NASDAQ·US
›
AVGO
Broadcom Inc.
Switching
$1.75T
NASDAQ·US
›
CSCO
Cisco Systems, Inc.
Switching
$433.3B
NASDAQ·US
›
ANET
Arista Networks, Inc.
Switching
$246.0B
NYSE·US
›
MRVL
Marvell Technology, Inc.
Switching
$189.7B
NASDAQ·US
›
300308.SZ
Zhongji Innolight Co., Ltd.
Routing
$142.4B
SHZ·CN
›
GLW
Corning Incorporated
Other
$128.2B
NYSE·US
›
NET
Cloudflare, Inc.
Other
$106.4B
NYSE·US
›
9432.T
NTT, Inc.
Routing
$85.8B
JPX·JP
›
300502.SZ
Eoptolink Technology Inc., Ltd.
Other
$82.8B
SHZ·CN
›
9434.T
SoftBank Corp.
Routing
$71.0B
JPX·JP
›
HPE
Hewlett Packard Enterprise Company
Switching
$69.3B
NYSE·US
›
NOKIA.HE
Nokia Oyj
Routing
$58.6B
HEL·FI
›
5803.T
Fujikura Ltd.
Routing
$55.2B
JPX·JP
›
CIEN
Ciena Corporation
Routing
$53.6B
NYSE·US
›
ALAB
Astera Labs, Inc.
Other
$49.6B
NASDAQ·US
›
601869.SS
Yangtze Optical Fibre And Cable Joint Stock Limited Company
Other
$48.8B
SHH·CN
›
CRDO
Credo Technology Group Holding Ltd
Other
$43.4B
NASDAQ·US
›
300394.SZ
Suzhou TFC Optical Communication Co., Ltd.
Other
$42.8B
SHZ·CN
›
5802.T
Sumitomo Electric Industries, Ltd.
Routing
$42.5B
JPX·JP
›
2345.TW
Accton Technology Corporation
Switching
$37.5B
TAI·TW
›
CLS
Celestica Inc.
Other
$34.3B
NYSE·CA
›
600487.SS
Hengtong Optic-Electric Co., Ltd.
Other
$25.0B
SHH·CN
›
000063.SZ
ZTE Corporation
Routing
$23.9B
SHZ·CN
›
FFIV
F5, Inc.
Security / ADC
$22.2B
NASDAQ·US
›
002281.SZ
Accelink Technologies Co,Ltd.
Other
$20.4B
SHZ·CN
›
MTSI
MACOM Technology Solutions Holdings, Inc.
Other
$20.2B
NASDAQ·US
›
301165.SZ
Ruijie Networks Co., Ltd.
Switching
$19.8B
SHZ·CN
›
600522.SS
Jiangsu Zhongtian Technology Co., Ltd.
Other
$17.8B
SHH·CN
›
5801.T
Furukawa Electric Co., Ltd.
Routing
$17.2B
JPX·JP
›
AKAM
Akamai Technologies, Inc.
Other
$15.6B
NASDAQ·US
›
000938.SZ
Unisplendour Corporation Limited
Switching
$15.3B
SHZ·CN
›
SITM
SiTime Corporation
Other
$14.7B
NASDAQ·US
›
SMTC
Semtech Corporation
Other
$12.2B
NASDAQ·US
›
2379.TW
Realtek Semiconductor Corp.
Other
$11.7B
TAI·TW
›
300620.SZ
Advanced Fiber Resources (Zhuhai), Ltd.
Other
$11.5B
SHZ·CN
›
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