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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> $10B35> $100B8
59 companiesSorted by market cap
  • NVDANVIDIA CorporationSwitching$5.11TNASDAQ·US›
  • AVGOBroadcom Inc.Switching$1.54TNASDAQ·US›
  • CSCOCisco Systems, Inc.Switching$413.5BNASDAQ·US›
  • ANETArista Networks, Inc.Switching$215.8BNYSE·US›
  • MRVLMarvell Technology, Inc.Switching$195.7BNASDAQ·US›
  • NETCloudflare, Inc.Other$108.1BNYSE·US›
  • GLWCorning IncorporatedOther$106.8BNYSE·US›
  • 300308.SZZhongji Innolight Co., Ltd.Routing$102.6BSHZ·CN›
  • 9432.TNTT, Inc.Routing$90.8BJPX·JP›
  • HPEHewlett Packard Enterprise CompanySwitching$73.6BNYSE·US›
  • 9434.TSoftBank Corp.Routing$72.4BJPX·JP›
  • 300502.SZEoptolink Technology Inc., Ltd.Other$54.7BSHZ·CN›
  • NOKIA.HENokia OyjRouting$46.7BHEL·FI›
  • CIENCiena CorporationRouting$45.8BNYSE·US›
  • ALABAstera Labs, Inc.Other$44.7BNASDAQ·US›
  • 5803.TFujikura Ltd.Routing$42.6BJPX·JP›
  • 601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$37.7BSHH·CN›
  • 5802.TSumitomo Electric Industries, Ltd.Routing$36.5BJPX·JP›
  • CLSCelestica Inc.Other$33.9BNYSE·CA›
  • 300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$32.9BSHZ·CN›
  • CRDOCredo Technology Group Holding LtdOther$30.6BNASDAQ·US›
  • 2345.TWAccton Technology CorporationSwitching$30.4BTAI·TW›
  • FFIVF5, Inc.Security / ADC$25.5BNASDAQ·US›
  • 600487.SSHengtong Optic-Electric Co., Ltd.Other$19.2BSHH·CN›
  • 000063.SZZTE CorporationRouting$18.9BSHZ·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$17.5BNASDAQ·US›
  • 002281.SZAccelink Technologies Co,Ltd.Other$15.2BSHZ·CN›
  • 600522.SSJiangsu Zhongtian Technology Co., Ltd.Other$14.3BSHH·CN›
  • SITMSiTime CorporationOther$13.9BNASDAQ·US›
  • AKAMAkamai Technologies, Inc.Other$13.1BNASDAQ·US›
  • 5801.TFurukawa Electric Co., Ltd.Routing$13.0BJPX·JP›
  • 301165.SZRuijie Networks Co., Ltd.Switching$12.9BSHZ·CN›
  • 2379.TWRealtek Semiconductor Corp.Other$12.1BTAI·TW›
  • SMTCSemtech CorporationOther$11.7BNASDAQ·US›
  • 000938.SZUnisplendour Corporation LimitedSwitching$11.2BSHZ·CN›
  • 300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Other$9.4BSHZ·CN›
  • VIAVViavi Solutions Inc.Other$7.5BNASDAQ·US›
  • 300548.SZEverProX Technologies Co., Ltd. Class AOther$7.4BSHZ·CN›
  • 600498.SSFiberhome Telecommunication Technologies Co., Ltd.Routing$6.2BSHH·CN›
  • MXLMaxLinear, Inc.Other$5.9BNASDAQ·US›
  • AAOIApplied Optoelectronics, Inc.Other$5.8BNASDAQ·US›
  • 300570.SZT&S Communications Co.,Ltd.Other$5.5BSHZ·CN›
  • 688018.SSEspressif Systems (Shanghai) Co., Ltd.Other$5.4BSHH·CN›
  • BDCBelden Inc.Other$4.0BNYSE·US›
  • 6526.TWAiroha Technology Corp.Other$4.0BTAI·TW›
  • 301205.SZLinktel Technologies Co., Ltd.Other$4.0BSHZ·CN›
  • 6442.TWEZconn CorporationOther$3.5BTAI·TW›
  • 5269.TWASMedia Technology Inc.Other$3.3BTAI·TW›
  • EXTRExtreme Networks, Inc.Switching$2.9BNASDAQ·US›
  • AWE.LAlphawave IP Group plcOther$2.0BLSE·GB›
  • 4979.TWOLuxNet CorporationOther$2.0BTWO·TW›
  • ATENA10 Networks, Inc.Security / ADC$1.8BNYSE·US›
  • 3363.TWOFOCI Fiber Optic Communications, Inc.Other$1.8BTWO·TW›
  • 3163.TWOBrowave CorporationOther$1.5BTWO·TW›
  • 6834.TSEIKOH GIKEN Co., Ltd.Other$1.5BJPX·JP›
  • RDWRRadware Ltd.Security / ADC$1.3BNASDAQ·IL›
  • 4966.TWOParade Technologies, Ltd.Other$1.2BTWO·TW›
  • SIFYSify Technologies LimitedOther$0.8BNASDAQ·IN›
  • ADTNADTRAN Holdings, Inc.Routing$0.5BNASDAQ·US›
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