Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry
Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
59Companies4Segments36Shown
36 companiesSorted by market cap
NVDANVIDIA CorporationSwitching$5.21TNASDAQ·US
AVGOBroadcom Inc.Switching$1.75TNASDAQ·US
CSCOCisco Systems, Inc.Switching$438.8BNASDAQ·US
ANETArista Networks, Inc.Switching$237.7BNYSE·US
MRVLMarvell Technology, Inc.Switching$207.3BNASDAQ·US
300308.SZZhongji Innolight Co., Ltd.Routing$156.3BSHZ·CN
GLWCorning IncorporatedOther$129.1BNYSE·US
NETCloudflare, Inc.Other$104.0BNYSE·US
300502.SZEoptolink Technology Inc., Ltd.Other$91.6BSHZ·CN
9432.TNTT, Inc.Routing$85.1BJPX·JP
HPEHewlett Packard Enterprise CompanySwitching$70.7BNYSE·US
9434.TSoftBank Corp.Routing$70.4BJPX·JP
NOKIA.HENokia OyjRouting$57.1BHEL·FI
CIENCiena CorporationRouting$56.1BNYSE·US
5803.TFujikura Ltd.Routing$55.0BJPX·JP
ALABAstera Labs, Inc.Other$48.6BNASDAQ·US
300394.SZSuzhou TFC Optical Communication Co., Ltd.Other$44.3BSHZ·CN
CRDOCredo Technology Group Holding LtdOther$42.9BNASDAQ·US
5802.TSumitomo Electric Industries, Ltd.Routing$42.8BJPX·JP
601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyOther$42.0BSHH·CN
2345.TWAccton Technology CorporationSwitching$35.7BTAI·TW
CLSCelestica Inc.Other$34.0BNYSE·CA
000063.SZZTE CorporationRouting$24.0BSHZ·CN
600487.SSHengtong Optic-Electric Co., Ltd.Other$22.6BSHH·CN
FFIVF5, Inc.Security / ADC$21.6BNASDAQ·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$20.4BNASDAQ·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$11.5BNASDAQ·US
2379.TWRealtek Semiconductor Corp.Other$11.5BTAI·TW
300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Other$11.3BSHZ·CN