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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/Optics
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Optics

Optical modules, components, lasers, coherent systems, and CPO-related suppliers.

48Companies4Segments20Shown
All Optics20Transceivers3Lasers / Components3Fiber / Cable8Other6
Market capAll caps48> $10B20> $100B4
20 companiesSorted by market cap
  • AVGOBroadcom Inc.Other$1.54TNASDAQ·US›
  • MRVLMarvell Technology, Inc.Other$195.7BNASDAQ·US›
  • GLWCorning IncorporatedFiber / Cable$106.8BNYSE·US›
  • 300308.SZZhongji Innolight Co., Ltd.Transceivers$102.4BSHZ·CN›
  • LITELumentum Holdings Inc.Lasers / Components$68.2BNASDAQ·US›
  • 300502.SZEoptolink Technology Inc., Ltd.Transceivers$54.6BSHZ·CN›
  • NOKIA.HENokia OyjOther$47.6BHEL·FI›
  • CIENCiena CorporationOther$45.8BNYSE·US›
  • 5803.TFujikura Ltd.Fiber / Cable$42.6BJPX·JP›
  • COHRCoherent Corp.Transceivers$40.9BNYSE·US›
  • 601869.SSYangtze Optical Fibre And Cable Joint Stock Limited CompanyFiber / Cable$37.6BSHH·CN›
  • 5802.TSumitomo Electric Industries, Ltd.Fiber / Cable$36.5BJPX·JP›
  • 300394.SZSuzhou TFC Optical Communication Co., Ltd.Fiber / Cable$32.8BSHZ·CN›
  • 600487.SSHengtong Optic-Electric Co., Ltd.Fiber / Cable$19.2BSHH·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$17.5BNASDAQ·US›
  • 002281.SZAccelink Technologies Co,Ltd.Lasers / Components$15.2BSHZ·CN›
  • 600522.SSJiangsu Zhongtian Technology Co., Ltd.Fiber / Cable$14.3BSHH·CN›
  • 5801.TFurukawa Electric Co., Ltd.Fiber / Cable$13.0BJPX·JP›
  • FNFabrinetOther$11.4BNYSE·KY›
  • 000988.SZHuagong Tech Company LimitedLasers / Components$11.2BSHZ·CN›
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