Optics
Optical modules, components, lasers, coherent systems, and CPO-related suppliers.
Mapped companies
39
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Company Universe
Optics names above $1B
39 shown, sorted by approximate USD market cap
AVGO
Broadcom Inc.
Custom accelerator and AI networking control point.
Market cap
$2.00T
GLW
Corning Incorporated
Optical fiber and connectivity supplier for data center and network infrastructure capacity expansion.
Market cap
$151.1B
300308.SZ
Zhongji Innolight Co., Ltd.
Major China-listed supplier of optical modules used to connect GPUs and switches in AI clusters.
Market cap
$144.8B
MRVL
Marvell Technology, Inc.
Custom ASIC and optical/networking silicon for AI clusters.
Market cap
$143.7B
300502.SZ
Eoptolink Technology Inc., Ltd.
High-speed transceiver supplier tied to AI data center and cloud networking demand.
Market cap
$78.3B
CIEN
Ciena Corporation
High-capacity optical transport and DCI layer for AI data center interconnect and cloud backbone growth.
Market cap
$73.7B
LITE
Lumentum Holdings Inc.
Supplier of photonic components and optical switching/interconnect technology for AI cluster networks.
Market cap
$62.9B
5803.T
Fujikura Ltd.
Fiber optic cable and interconnect exposure for hyperscale and AI data center network expansion.
Market cap
$62.8B
NOKIA.HE
Nokia Oyj
IP routing and optical network portfolio supports AI data center interconnect, service-provider backbone, and cloud network capacity.
Market cap
$58.5B
COHR
Coherent Corp.
Core optical component and transceiver supplier for high-bandwidth AI data center interconnects.
Market cap
$53.3B
601869.SS
Yangtze Optical Fibre And Cable Joint Stock Limited Company
Fiber and cable infrastructure supplier for expanding cloud, telecom, and data center optical networks.
Market cap
$41.0B
300394.SZ
Suzhou TFC Optical Communication Co., Ltd.
Optical engine and fiber component exposure for high-speed AI data center interconnect supply chains.
Market cap
$36.9B
FN
Fabrinet
Manufacturing scale layer for optical modules and components used in AI data center networking.
Market cap
$25.8B
600487.SS
Hengtong Optic-Electric Co., Ltd.
Optical fiber and network infrastructure exposure tied to bandwidth growth from AI workloads.
Market cap
$24.9B
MTSI
MACOM Technology Solutions Holdings, Inc.
High-speed optical and connectivity silicon for data center networks.
Market cap
$21.6B
5801.T
Furukawa Electric Co., Ltd.
Optical fiber and communications cable exposure supporting high-bandwidth data center and telecom networks.
Market cap
$19.0B
000988.SZ
Huagong Tech Company Limited
Optical communications and laser technology exposure within China optical module supply chains.
Market cap
$17.0B
600522.SS
Jiangsu Zhongtian Technology Co., Ltd.
Optical cable and communications infrastructure exposure supporting large-scale bandwidth buildouts.
Market cap
$16.5B
002281.SZ
Accelink Technologies Co,Ltd.
Optoelectronic component and optical module exposure for high-speed datacenter and telecom networks.
Market cap
$14.5B
AAOI
Applied Optoelectronics, Inc.
Datacenter optical module and laser supplier leveraged to high-speed AI networking builds.
Market cap
$12.2B
300548.SZ
EverProX Technologies Co., Ltd. Class A
Optoelectronic component exposure for datacenter optical module supply chains.
Market cap
$11.1B
VIAV
Viavi Solutions Inc.
Testing and assurance exposure for optical networks that support AI data center bandwidth growth.
Market cap
$11.0B
688313.SS
Henan Shijia Photons Technology Co., Ltd.
Photonic chip and optoelectronic device exposure for optical module and network component supply chains.
Market cap
$9.5B
600498.SS
Fiberhome Telecommunication Technologies Co., Ltd.
Optical and packet transport systems support data center interconnect and network capacity expansion.
Market cap
$8.8B
300620.SZ
Advanced Fiber Resources (Zhuhai), Ltd.
Passive optical component exposure for high-speed datacenter and telecom optical networks.
Market cap
$8.7B
3081.TWO
LandMark Optoelectronics Corporation
Compound semiconductor wafer exposure for optical communication components used in high-speed networks.
Market cap
$8.3B
IPGP
IPG Photonics Corporation
Photonics and laser-source exposure adjacent to optical component and semiconductor manufacturing ecosystems.
Market cap
$5.3B
6442.TW
EZconn Corporation
Optical fiber component and connector exposure for high-speed network infrastructure.
Market cap
$4.6B
300570.SZ
T&S Communications Co.,Ltd.
Component supplier for optical modules and fiber interconnects used in high-speed network builds.
Market cap
$4.4B
LASR
nLIGHT, Inc.
Laser and photonics platform exposure adjacent to advanced optical and semiconductor manufacturing.
Market cap
$4.2B
301205.SZ
Linktel Technologies Co., Ltd.
Datacenter optical transceiver exposure as AI clusters require denser high-speed links.
Market cap
$3.6B
6965.T
Hamamatsu Photonics K.K.
Opto-semiconductor and photonics component exposure adjacent to advanced optical sensing and communications ecosystems.
Market cap
$3.5B
3163.TWO
Browave Corporation
Fiber optic component exposure for high-density optical networking and datacenter interconnects.
Market cap
$3.0B
3363.TWO
FOCI Fiber Optic Communications, Inc.
Fiber interconnect and module component exposure for optical communications supply chains.
Market cap
$2.9B
4979.TWO
LuxNet Corporation
Optical chip and component exposure for 400G and higher-speed AI data center optical links.
Market cap
$2.7B
301183.SZ
Hubei DOTI Micro Technology Co., Ltd.
Specialty optical component exposure in the optical communications supply chain.
Market cap
$2.2B
2455.TW
Visual Photonics Epitaxy Co., Ltd.
Epitaxy and optoelectronic component exposure for optical communication and sensing supply chains.
Market cap
$2.0B
3450.TW
Elite Advanced Laser Corporation
Manufacturing services exposure for optical and RF communication devices used in high-speed infrastructure.
Market cap
$1.5B
ADTN
ADTRAN Holdings, Inc.
Optical transport and fiber networking exposure where AI traffic increases metro and edge bandwidth demand.
Market cap
$1.4B