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16
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22
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59
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48
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61
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81
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70
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106
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75
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20
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Industry
Networking
Switching, NIC, interconnect, and network silicon or systems required to scale AI clusters.
59
Companies
4
Segments
35
Shown
All Networking
59
Switching
10
Routing
11
Security / ADC
3
Other
35
Market cap
All caps
35
> $10B
20
> $100B
2
Other - 35 companies
Sorted by market cap
GLW
Corning Incorporated
Other
$167.8B
NYSE·US
›
300502.SZ
Eoptolink Technology Inc., Ltd.
Other
$119.8B
SHZ·CN
›
NET
Cloudflare, Inc.
Other
$79.5B
NYSE·US
›
ALAB
Astera Labs, Inc.
Other
$71.5B
NASDAQ·US
›
300394.SZ
Suzhou TFC Optical Communication Co., Ltd.
Other
$54.2B
SHZ·CN
›
601869.SS
Yangtze Optical Fibre And Cable Joint Stock Limited Company
Other
$54.1B
SHH·CN
›
CRDO
Credo Technology Group Holding Ltd
Other
$50.7B
NASDAQ·US
›
CLS
Celestica Inc.
Other
$42.8B
NYSE·CA
›
600487.SS
Hengtong Optic-Electric Co., Ltd.
Other
$40.1B
SHH·CN
›
002281.SZ
Accelink Technologies Co,Ltd.
Other
$31.0B
SHZ·CN
›
MTSI
MACOM Technology Solutions Holdings, Inc.
Other
$29.9B
NASDAQ·US
›
600522.SS
Jiangsu Zhongtian Technology Co., Ltd.
Other
$28.4B
SHH·CN
›
SITM
SiTime Corporation
Other
$19.2B
NASDAQ·US
›
AKAM
Akamai Technologies, Inc.
Other
$18.2B
NASDAQ·US
›
SMTC
Semtech Corporation
Other
$14.7B
NASDAQ·US
›
300620.SZ
Advanced Fiber Resources (Zhuhai), Ltd.
Other
$14.4B
SHZ·CN
›
2379.TW
Realtek Semiconductor Corp.
Other
$13.3B
TAI·TW
›
AAOI
Applied Optoelectronics, Inc.
Other
$13.0B
NASDAQ·US
›
300548.SZ
EverProX Technologies Co., Ltd. Class A
Other
$12.3B
SHZ·CN
›
VIAV
Viavi Solutions Inc.
Other
$11.6B
NASDAQ·US
›
300570.SZ
T&S Communications Co.,Ltd.
Other
$8.9B
SHZ·CN
›
MXL
MaxLinear, Inc.
Other
$7.9B
NASDAQ·US
›
301205.SZ
Linktel Technologies Co., Ltd.
Other
$5.0B
SHZ·CN
›
BDC
Belden Inc.
Other
$4.8B
NYSE·US
›
6442.TW
EZconn Corporation
Other
$4.8B
TAI·TW
›
688018.SS
Espressif Systems (Shanghai) Co., Ltd.
Other
$4.4B
SHH·CN
›
6526.TW
Airoha Technology Corp.
Other
$3.7B
TAI·TW
›
5269.TW
ASMedia Technology Inc.
Other
$3.4B
TAI·TW
›
3363.TWO
FOCI Fiber Optic Communications, Inc.
Other
$2.6B
TWO·TW
›
4979.TWO
LuxNet Corporation
Other
$2.5B
TWO·TW
›
3163.TWO
Browave Corporation
Other
$2.3B
TWO·TW
›
AWE.L
Alphawave IP Group plc
Other
$2.0B
LSE·GB
›
6834.T
SEIKOH GIKEN Co., Ltd.
Other
$1.7B
JPX·JP
›
4966.TWO
Parade Technologies, Ltd.
Other
$1.7B
TWO·TW
›
SIFY
Sify Technologies Limited
Other
$1.1B
NASDAQ·IN
›
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