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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.

59Companies4Segments40Shown
All Networking40Switching9Routing10Security / ADC1Other20
Market capAll caps59> $10B40> $100B8
40 companiesSorted by market cap
  • NVDANVIDIA CorporationSwitching$4.84TNASDAQ·US›
  • AVGOBroadcom Inc.Switching$1.83TNASDAQ·US›
  • CSCOCisco Systems, Inc.Switching$474.7BNASDAQ·US›
  • MRVLMarvell Technology, Inc.Switching$237.2BNASDAQ·US›
  • 300308.SZZhongji Innolight Co., Ltd.Routing$215.2BSHZ·CN›
  • ANETArista Networks, Inc.Switching$206.3BNYSE·US›
  • GLWCorning IncorporatedOther$181.2BNYSE·US›
  • 300502.SZEoptolink Technology Inc., Ltd.Other$113.9BSHZ·CN›
  • NETCloudflare, Inc.Other$80.0BNYSE·US›
  • NOKIA.HENokia OyjRouting$78.1BHEL·FI›
  • 9432.TNTT, Inc.Routing$73.1BJPX·JP›
  • ALABAstera Labs, Inc.Other$68.4BNASDAQ·US›
  • CIENCiena CorporationRouting$66.7BNYSE·US›
  • 601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$66.3BSHH·CN›
  • HPEHewlett Packard Enterprise CompanySwitching$65.4BNYSE·US›
  • 5803.TFujikura Ltd.Routing$64.6BJPX·JP›
  • 9434.TSoftBank Corp.Routing$60.7BJPX·JP›
  • 5802.TSumitomo Electric Industries, Ltd.Routing$59.0BJPX·JP›
  • 300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$52.2BSHZ·CN›
  • CRDOCredo Technology Group Holding LtdOther$49.9BNASDAQ·US›
  • 600487.SSHengtong Optic-Electric Co., Ltd.Other$42.8BSHH·CN›
  • CLSCelestica Inc.Other$42.3BNYSE·CA›
  • 2345.TWAccton Technology CorporationSwitching$41.8BTAI·TW›
  • 600522.SSJiangsu Zhongtian Technology Co., Ltd.Other$30.9BSHH·CN›
  • 002281.SZAccelink Technologies Co,Ltd.Other$30.9BSHZ·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$28.3BNASDAQ·US›
  • 000063.SZZTE CorporationRouting$26.3BSHZ·CN›
  • FFIVF5, Inc.Security / ADC$21.7BNASDAQ·US›
  • 5801.TFurukawa Electric Co., Ltd.Routing$20.9BJPX·JP›
  • SITMSiTime CorporationOther$18.7BNASDAQ·US›
  • AKAMAkamai Technologies, Inc.Other$17.5BNASDAQ·US›
  • 300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Other$14.9BSHZ·CN›
  • SMTCSemtech CorporationOther$14.8BNASDAQ·US›
  • 600498.SSFiberhome Telecommunication Technologies Co., Ltd.Routing$13.9BSHH·CN›
  • 2379.TWRealtek Semiconductor Corp.Other$13.0BTAI·TW›
  • 300548.SZEverProX Technologies Co., Ltd. Class AOther$12.2BSHZ·CN›
  • VIAVViavi Solutions Inc.Other$12.0BNASDAQ·US›
  • 000938.SZUnisplendour Corporation LimitedSwitching$11.6BSHZ·CN›
  • AAOIApplied Optoelectronics, Inc.Other$11.5BNASDAQ·US›
  • 301165.SZRuijie Networks Co., Ltd.Switching$10.9BSHZ·CN›
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