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  • 01AI Factory
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  • 06Power Bottleneck
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Atlasresearch

Workspace

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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Pokedex/Networking
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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.

59Companies4Segments11Shown
All Networking59Switching10Routing11Security / ADC3Other35
Market capAll caps11> $10B10> $100B1
Routing - 11 companiesSorted by market cap
  • 300308.SZZhongji Innolight Co., Ltd.Routing$225.4BSHZ·CN›
  • NOKIA.HENokia OyjRouting$75.5BHEL·FI›
  • 9432.TNTT, Inc.Routing$72.9BJPX·JP›
  • 5802.TSumitomo Electric Industries, Ltd.Routing$65.2BJPX·JP›
  • 9434.TSoftBank Corp.Routing$62.4BJPX·JP›
  • CIENCiena CorporationRouting$60.6BNYSE·US›
  • 5803.TFujikura Ltd.Routing$53.0BJPX·JP›
  • 000063.SZZTE CorporationRouting$26.8BSHZ·CN›
  • 5801.TFurukawa Electric Co., Ltd.Routing$23.3BJPX·JP›
  • 600498.SSFiberhome Telecommunication Technologies Co., Ltd.Routing$12.8BSHH·CN›
  • ADTNADTRAN Holdings, Inc.Routing$1.2BNASDAQ·US›
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