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Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Pokedex/Networking
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Networking

Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.

59Companies4Segments36Shown
All Networking36Switching9Routing9Security / ADC1Other17
Market capAll caps59> $10B36> $100B8
36 companiesSorted by market cap
  • NVDANVIDIA CorporationSwitching$5.27TNASDAQ·US›
  • AVGOBroadcom Inc.Switching$1.75TNASDAQ·US›
  • CSCOCisco Systems, Inc.Switching$433.3BNASDAQ·US›
  • ANETArista Networks, Inc.Switching$246.0BNYSE·US›
  • MRVLMarvell Technology, Inc.Switching$189.7BNASDAQ·US›
  • 300308.SZZhongji Innolight Co., Ltd.Routing$142.4BSHZ·CN›
  • GLWCorning IncorporatedOther$128.2BNYSE·US›
  • NETCloudflare, Inc.Other$106.4BNYSE·US›
  • 9432.TNTT, Inc.Routing$85.8BJPX·JP›
  • 300502.SZEoptolink Technology Inc., Ltd.Other$82.8BSHZ·CN›
  • 9434.TSoftBank Corp.Routing$71.0BJPX·JP›
  • HPEHewlett Packard Enterprise CompanySwitching$69.3BNYSE·US›
  • NOKIA.HENokia OyjRouting$58.6BHEL·FI›
  • 5803.TFujikura Ltd.Routing$55.2BJPX·JP›
  • CIENCiena CorporationRouting$53.6BNYSE·US›
  • ALABAstera Labs, Inc.Other$49.6BNASDAQ·US›
  • 601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$48.8BSHH·CN›
  • CRDOCredo Technology Group Holding LtdOther$43.4BNASDAQ·US›
  • 300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$42.8BSHZ·CN›
  • 5802.TSumitomo Electric Industries, Ltd.Routing$42.5BJPX·JP›
  • 2345.TWAccton Technology CorporationSwitching$37.5BTAI·TW›
  • CLSCelestica Inc.Other$34.3BNYSE·CA›
  • 600487.SSHengtong Optic-Electric Co., Ltd.Other$25.0BSHH·CN›
  • 000063.SZZTE CorporationRouting$23.9BSHZ·CN›
  • FFIVF5, Inc.Security / ADC$22.2BNASDAQ·US›
  • 002281.SZAccelink Technologies Co,Ltd.Other$20.4BSHZ·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$20.2BNASDAQ·US›
  • 301165.SZRuijie Networks Co., Ltd.Switching$19.8BSHZ·CN›
  • 600522.SSJiangsu Zhongtian Technology Co., Ltd.Other$17.8BSHH·CN›
  • 5801.TFurukawa Electric Co., Ltd.Routing$17.2BJPX·JP›
  • AKAMAkamai Technologies, Inc.Other$15.6BNASDAQ·US›
  • 000938.SZUnisplendour Corporation LimitedSwitching$15.3BSHZ·CN›
  • SITMSiTime CorporationOther$14.7BNASDAQ·US›
  • SMTCSemtech CorporationOther$12.2BNASDAQ·US›
  • 2379.TWRealtek Semiconductor Corp.Other$11.7BTAI·TW›
  • 300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Other$11.5BSHZ·CN›
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