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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.

59Companies4Segments35Shown
All Networking59Switching10Routing11Security / ADC3Other35
Market capAll caps35> $10B16> $100B2
Other - 35 companiesSorted by market cap
  • GLWCorning IncorporatedOther$111.0BNYSE·US›
  • NETCloudflare, Inc.Other$110.5BNYSE·US›
  • ALABAstera Labs, Inc.Other$50.4BNASDAQ·US›
  • 300502.SZEoptolink Technology Inc., Ltd.Other$41.1BSHZ·CN›
  • CLSCelestica Inc.Other$35.7BNYSE·CA›
  • CRDOCredo Technology Group Holding LtdOther$31.1BNASDAQ·US›
  • 601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$29.5BSHH·CN›
  • 300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$24.3BSHZ·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$19.3BNASDAQ·US›
  • 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›
  • 600522.SSJiangsu Zhongtian Technology Co., Ltd.Other$11.9BSHH·CN›
  • VIAVViavi Solutions Inc.Other$8.2BNASDAQ·US›
  • 300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Other$7.7BSHZ·CN›
  • AAOIApplied Optoelectronics, Inc.Other$6.7BNASDAQ·US›
  • MXLMaxLinear, Inc.Other$6.5BNASDAQ·US›
  • 300548.SZEverProX Technologies Co., Ltd. Class AOther$5.6BSHZ·CN›
  • 688018.SSEspressif Systems (Shanghai) Co., Ltd.Other$4.6BSHH·CN›
  • BDCBelden Inc.Other$4.2BNYSE·US›
  • 300570.SZT&S Communications Co.,Ltd.Other$4.0BSHZ·CN›
  • 6526.TWAiroha Technology Corp.Other$3.9BTAI·TW›
  • 5269.TWASMedia Technology Inc.Other$3.3BTAI·TW›
  • 6442.TWEZconn CorporationOther$3.0BTAI·TW›
  • AWE.LAlphawave IP Group plcOther$2.0BLSE·GB›
  • 301205.SZLinktel Technologies Co., Ltd.Other$2.0BSHZ·CN›
  • 4979.TWOLuxNet CorporationOther$2.0BTWO·TW›
  • 6834.TSEIKOH GIKEN Co., Ltd.Other$1.7BJPX·JP›
  • 3363.TWOFOCI Fiber Optic Communications, Inc.Other$1.7BTWO·TW›
  • 3163.TWOBrowave CorporationOther$1.5BTWO·TW›
  • 4966.TWOParade Technologies, Ltd.Other$1.1BTWO·TW›
  • SIFYSify Technologies LimitedOther$0.9BNASDAQ·IN›
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