Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry
Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
59Companies4Segments35Shown
35 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$90.9BJPX·JP
HPEHewlett Packard Enterprise CompanySwitching$73.6BNYSE·US
9434.TSoftBank Corp.Routing$72.5BJPX·JP
300502.SZEoptolink Technology Inc., Ltd.Other$54.7BSHZ·CN
NOKIA.HENokia OyjRouting$46.4BHEL·FI
CIENCiena CorporationRouting$45.8BNYSE·US
ALABAstera Labs, Inc.Other$44.7BNASDAQ·US
5803.TFujikura Ltd.Routing$42.7BJPX·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$30.5BTAI·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$12.2BTAI·TW
SMTCSemtech CorporationOther$11.7BNASDAQ·US
000938.SZUnisplendour Corporation LimitedSwitching$11.2BSHZ·CN