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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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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Networking

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

59Companies4Segments
All Networking59Switching10Routing11Security / ADC3Other35
Market capAll caps59> $10B36> $100B8
59 companiesSorted by market cap
  • NVDANVIDIA CorporationSwitching$5.21TNASDAQ·US›
  • AVGOBroadcom Inc.Switching$1.75TNASDAQ·US›
  • CSCOCisco Systems, Inc.Switching$439.8BNASDAQ·US›
  • ANETArista Networks, Inc.Switching$238.8BNYSE·US›
  • MRVLMarvell Technology, Inc.Switching$207.6BNASDAQ·US›
  • 300308.SZZhongji Innolight Co., Ltd.Routing$156.3BSHZ·CN›
  • GLWCorning IncorporatedOther$129.7BNYSE·US›
  • NETCloudflare, Inc.Other$103.3BNYSE·US›
  • 300502.SZEoptolink Technology Inc., Ltd.Other$91.6BSHZ·CN›
  • 9432.TNTT, Inc.Routing$85.0BJPX·JP›
  • HPEHewlett Packard Enterprise CompanySwitching$70.7BNYSE·US›
  • 9434.TSoftBank Corp.Routing$70.3BJPX·JP›
  • NOKIA.HENokia OyjRouting$57.1BHEL·FI›
  • CIENCiena CorporationRouting$56.3BNYSE·US›
  • 5803.TFujikura Ltd.Routing$55.0BJPX·JP›
  • ALABAstera Labs, Inc.Other$48.8BNASDAQ·US›
  • 300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$44.3BSHZ·CN›
  • CRDOCredo Technology Group Holding LtdOther$43.0BNASDAQ·US›
  • 5802.TSumitomo Electric Industries, Ltd.Routing$42.7BJPX·JP›
  • 601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$42.0BSHH·CN›
  • 2345.TWAccton Technology CorporationSwitching$35.8BTAI·TW›
  • CLSCelestica Inc.Other$34.3BNYSE·CA›
  • 000063.SZZTE CorporationRouting$24.0BSHZ·CN›
  • 600487.SSHengtong Optic-Electric Co., Ltd.Other$22.6BSHH·CN›
  • FFIVF5, Inc.Security / ADC$21.7BNASDAQ·US›
  • 301165.SZRuijie Networks Co., Ltd.Switching$21.0BSHZ·CN›
  • 002281.SZAccelink Technologies Co,Ltd.Other$20.9BSHZ·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$20.5BNASDAQ·US›
  • 600522.SSJiangsu Zhongtian Technology Co., Ltd.Other$17.0BSHH·CN›
  • 5801.TFurukawa Electric Co., Ltd.Routing$16.9BJPX·JP›
  • SITMSiTime CorporationOther$16.2BNASDAQ·US›
  • AKAMAkamai Technologies, Inc.Other$16.1BNASDAQ·US›
  • 000938.SZUnisplendour Corporation LimitedSwitching$15.5BSHZ·CN›
  • SMTCSemtech CorporationOther$11.6BNASDAQ·US›
  • 2379.TWRealtek Semiconductor Corp.Other$11.5BTAI·TW›
  • 300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Other$11.3BSHZ·CN›
  • AAOIApplied Optoelectronics, Inc.Other$9.9BNASDAQ·US›
  • VIAVViavi Solutions Inc.Other$9.6BNASDAQ·US›
  • 300548.SZEverProX Technologies Co., Ltd. Class AOther$8.7BSHZ·CN›
  • 600498.SSFiberhome Telecommunication Technologies Co., Ltd.Routing$8.2BSHH·CN›
  • 300570.SZT&S Communications Co.,Ltd.Other$7.2BSHZ·CN›
  • MXLMaxLinear, Inc.Other$6.0BNASDAQ·US›
  • BDCBelden Inc.Other$4.8BNYSE·US›
  • 301205.SZLinktel Technologies Co., Ltd.Other$4.2BSHZ·CN›
  • 688018.SSEspressif Systems (Shanghai) Co., Ltd.Other$3.9BSHH·CN›
  • 6442.TWEZconn CorporationOther$3.7BTAI·TW›
  • 5269.TWASMedia Technology Inc.Other$3.3BTAI·TW›
  • 6526.TWAiroha Technology Corp.Other$3.0BTAI·TW›
  • EXTRExtreme Networks, Inc.Switching$3.0BNASDAQ·US›
  • 4979.TWOLuxNet CorporationOther$2.6BTWO·TW›
  • 3363.TWOFOCI Fiber Optic Communications, Inc.Other$2.1BTWO·TW›
  • AWE.LAlphawave IP Group plcOther$2.0BLSE·GB›
  • 3163.TWOBrowave CorporationOther$2.0BTWO·TW›
  • ATENA10 Networks, Inc.Security / ADC$1.9BNYSE·US›
  • 6834.TSEIKOH GIKEN Co., Ltd.Other$1.4BJPX·JP›
  • 4966.TWOParade Technologies, Ltd.Other$1.4BTWO·TW›
  • RDWRRadware Ltd.Security / ADC$1.2BNASDAQ·IL›
  • SIFYSify Technologies LimitedOther$1.1BNASDAQ·IN›
  • ADTNADTRAN Holdings, Inc.Routing$0.6BNASDAQ·US›
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