Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry
Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
59Companies4Segments34Shown
34 companiesSorted by market cap
NVDANVIDIA CorporationSwitching$5.15TNASDAQ·US
AVGOBroadcom Inc.Switching$1.65TNASDAQ·US
CSCOCisco Systems, Inc.Switching$428.1BNASDAQ·US
ANETArista Networks, Inc.Switching$232.3BNYSE·US
MRVLMarvell Technology, Inc.Switching$191.2BNASDAQ·US
GLWCorning IncorporatedOther$111.0BNYSE·US
NETCloudflare, Inc.Other$110.5BNYSE·US
300308.SZZhongji Innolight Co., Ltd.Routing$97.4BSHZ·CN
9432.TNTT, Inc.Routing$89.7BJPX·JP
HPEHewlett Packard Enterprise CompanySwitching$78.2BNYSE·US
9434.TSoftBank Corp.Routing$71.2BJPX·JP
ALABAstera Labs, Inc.Other$50.4BNASDAQ·US
CIENCiena CorporationRouting$49.6BNYSE·US
NOKIA.HENokia OyjRouting$48.6BHEL·FI
5803.TFujikura Ltd.Routing$41.3BJPX·JP
300502.SZEoptolink Technology Inc., Ltd.Other$41.2BSHZ·CN
CLSCelestica Inc.Other$35.7BNYSE·CA
5802.TSumitomo Electric Industries, Ltd.Routing$35.1BJPX·JP
CRDOCredo Technology Group Holding LtdOther$31.1BNASDAQ·US
601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$29.6BSHH·CN
2345.TWAccton Technology CorporationSwitching$27.7BTAI·TW
300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$24.3BSHZ·CN
FFIVF5, Inc.Security / ADC$20.6BNASDAQ·US
MTSIMACOM Technology Solutions Holdings, Inc.Other$19.3BNASDAQ·US
000063.SZZTE CorporationRouting$16.6BSHZ·CN
600487.SSHengtong Optic-Electric Co., Ltd.Other$15.6BSHH·CN
SITMSiTime CorporationOther$14.6BNASDAQ·US
AKAMAkamai Technologies, Inc.Other$14.3BNASDAQ·US
SMTCSemtech CorporationOther$13.1BNASDAQ·US
002281.SZAccelink Technologies Co,Ltd.Other$12.8BSHZ·CN
2379.TWRealtek Semiconductor Corp.Other$12.6BTAI·TW
5801.TFurukawa Electric Co., Ltd.Routing$12.6BJPX·JP
600522.SSJiangsu Zhongtian Technology Co., Ltd.Other$11.9BSHH·CN
301165.SZRuijie Networks Co., Ltd.Switching$10.7BSHZ·CN